Dan
High school attended
What is Pleasant Valley
Northwestern Mutual headquarters locations
What is Milwaukee, Wisconsin
Investment account that has an opportunity for growth while still being liquid
What is a Non-Qualified account
Type of life insurance policy that provides coverage for a certain period of time
What is Term Life Insurance
Age distributions from qualified accounts may begin without penalty
What is 59 1/2
Year I was born
What is 1990
Total company assets
What is $290B
A small company's shares that typically trade for lower than $5 per share
What is a penny stock?
Insurance policy that provides income replacement for workers if they become unable to work due to an illness or injury
What is Long-Term Disability (LTD)
Must begin taking distributions from qualified accounts at age 72
What is RMD (Required Minimum Distribution)
Favorite hobby
What is billiards
$1.9 Trillion
What is the amount of life insurance in force
Apple, Google, Amazon & Tesla are all examples of this sector
What is a large cap stock
Life insurance policy guaranteed to remain in force for the insured's entire lifetime
What is whole life/permanent insurance
A nondeductible (after-tax) qualified account with tax-deferred growth and tax-free withdrawals
What is a ROTH IRA
I have been out of the country one time and this is where I went
What is Medellin, Colombia
$4.8 Billion
What is amount of insurance claims paid
Investment program funded by shareholders that trades in diversified holdings and is professionally managed
What is a mutual fund
Coverage that provides nursing-home care, home-health care and personal or adult daycare for individuals
What is Long-Term Care (LTC)
Most popular form of a defined contribution qualified plan where employees elect to contribute a specific percentage of salary
What is a 401(k)
Favorite sport
What is hockey
Year Northwestern Mutual was founded
What is 1857
An investor who believes a stock will increase in value
What is bull/bullish
Largest carrier of life insurance and long-term disability insurance with the highest possible financial ratings
What is Northwestern Mutual
Tax-Sheltered Annuity available for public educational institutions, tax-exempt organizations and religious organizations
What is a 403(b)