Northwestern Mutual Recognizes Schwartz with Forum Membership

MANHATTAN, N.Y. - Nov. 19, 2013 - PRLog -- Northwestern Mutual is honoring New York financial representative Michael Schwartz, CFP® with membership in its 2013 Forum group, which recognizes individuals for an outstanding year of helping clients achieve financial security. Schwartz is a wealth management advisor affiliated with Pioneer Financial based in New York, NY.  This is the eighth time that Schwartz received the Forum honor.

“Our 2013 Planning & Progress study shows that half (51%) of Americans feel less financially secure than they thought they’d be at this point in their lives,” says Northwestern Mutual Executive Vice President Todd M. Schoon, CLU®, ChFC®, J.D.  “In an uncertain economy, consumers are seeking guidance and are turning to experienced financial professionals like Michael to plan for their future financial security.”

The honorees were recognized at a conference held on November 3 to 6, 2013, in Scottsdale, AZ.  At the conference, honorees learned new insights from prominent speakers, gained access to advanced training and leadership development, and shared knowledge with fellow colleagues.  The Forum conference is an extremely exclusive achievement, with approximately five percent of Northwestern Mutual’s more than 6,500 financial representatives invited to attend.

About Northwestern Mutual

Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI, and its subsidiaries.  Northwestern Mutual is among the "World's Most Admired" life insurance companies in 2013 according to FORTUNE® magazine and has helped clients achieve financial security for more than 156 years.  As a mutual company with $1.4 trillion of life insurance protection in force, Northwestern Mutual has no shareholders. The company focuses solely and directly on its clients and seeks to deliver consistent and dependable value to them over time.  Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability income insurance, annuities, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; Northwestern Long Term Care Insurance Company; and Russell Investments.  Further information can be found at http://www.northwesternmutual.com.

About Pioneer Financial

Pioneer Financial is a marketing name for Michael Schwartz, CFP® and is not a broker-dealer, registered investment adviser, federal savings bank, subsidiary or other corporate affiliate of The Northwestern Mutual Life Insurance Company, Milwaukee, WI, including its subsidiaries, nor is it a legal partnership or entity.  Michael Schwartz, CFP® is an Insurance Agent of NM and Northwestern Long Term Care Insurance Company, Milwaukee, WI (long-term care insurance), a subsidiary of NM. Registered Representative of Northwestern Mutual Investment Services, LLC (securities), a subsidiary of NM, broker-dealer, member FINRA and SIPC. There may be instances when this agent represents companies in addition to NM or its subsidiaries.  Further information can be found at http://www.pioneerfinancial-ms.com.

About the Northwestern Mutual Planning & Progress Research

This study was conducted by independent research firm Harris Interactive, and included 1,546 Americans aged 25 or older who participated in an online survey between January 9, 2013 and January 23, 2013. Results were weighted as needed for age by gender, education, race/ethnicity, region and household income. Propensity score weighting was also used to adjust for respondents' propensity to be online.  No estimates of theoretical sampling error can be calculated; a full methodology is available.