Northwestern Mutual: A Leading Mutually-Owned & AAA Rated Insurance Company with a Captive Sales Force
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1 Financial Institutions Profiles Series Northwestern Mutual: A Leading Mutually-Owned & AAA Rated Insurance Company with a Captive Sales Force (Table of Contents) June 26, 2016
2 TABLE OF CONTENTS History... Early Phase... Growth Phase... Maturity Phase... Renewal Phase Employees Premium Revenues... Net Interest Income... Net Profits... Businesses... Northwestern Mutual Life Insurance Company... Life Insurance... Statistics... Life Insurance Policy Holders... Life Insurance Policies in Force... Life Insurance in Force... Revenues... Premium Revenues... New Individual Life Insurance Premiums... Net Profits... Dividends Paid to Policy Holders Permanent Life Life... Select Single Premium Life... Term... Term Term Level Term Level Term Combination... Adjustable Comp Life... Joint Comp Life... Estate Comp Life... Corporate Comp Life... Variable... Variable Comp Life... Variable Executive Life... Variable Joint Life... Annuities... Statistics... Annuity Contracts in Force Northwestern Mutual 2
3 Average Annuity Assets Under Management... Annuity Assets Under Management... Annuity Sales... Average Annuity Assets of Sales... Annuity Sales... Annuity Revenues... Annuity Net Profits Deferred Annuities... Services... Service One... Service Two... Immediate Annuities... Services... Service One... Service Two... Disability Insurance Disability Insurance Policy Holders... Disability Insurance Policies in Force... Disability Insurance in Force... Disability Insurance Revenues... Disability Insurance Premiums... Disability Insurance Net Profits... New Disability Insurance Premiums Product #1... Product #2... Northwestern Mutual Long-Term Care Insurance Company... Policy Holders... Policies in Force... Long-Term Care Insurance in Force Premiums... New Premiums... Dividends Paid to Long-Term Care Policy Holders... Products... Quiet Care... Northwestern Mutual Financial Network... Regional-Based Network Offices... Offices... Agents Specialized Producer Groups... Strategic Employee Benefit Services... Offices Northwestern Mutual 3
4 Financial Advisors... Business Clients... Products & Services... Product & Service One... Product & Service Two... The Todd Organization... Financial Advisors... Clients... Benefit Plans... Products & Services... Product & Service One... Product & Service Two... Network Planning Advisors... Financial Advisors... Products & Services... Product & Service One... Product & Service Two... Products & Services... Insurance... Mutual Funds... Advisory Services... Select Asset... Signature Choice... Russell Asset Management Program (RAMP)... Signature Mutual Munds (Envestnet)... Russell Managed Portfolios (RMP)... Signature Separate Accounts (Envestnet)... Northern Trust... Payouts... Rep Payout by Qualifying Gross Commission... Rep Payout Groups Numbers... Northwestern Mutual Investment Services... Employees... Assets Under Management & Administration Businesses... Northwestern Mutual Investment Services (Broker/Dealer)... Offices... Registered Representatives... Employees Northwestern Mutual 4
5 Assets Under Administration... Revenues Per Rep... Commission Revenues... Fee Revenues... Other Revenues... Mutual Fund Sales... Products & Services... Insurance... Mutual Funds... Advisory Services... Select Asset... Signature Choice... Russell Asset Management Program (RAMP) Signature Mutual Munds (Envestnet)... Russell Managed Portfolios (RMP)... Signature Separate Accounts (Envestnet)... Northern Trust... Payouts... Rep Payout by Qualifying Gross Commission... Rep Payout Groups Numbers... Mutual Funds Company (Mason Street Funds)... Employees... Mutual Funds... Accounts... Assets Under Management... Services... Service One... Service Two... Northwestern Mutual Wealth Management Company... Employees... Registered Reps... Clients... Accounts... Assets Under Management Businesses... Investment Management... Trustee Services... LearnVest... History... Early Phase... Middle Phase... Recent Phase Northwestern Mutual 5
6 Offices... Employees Services... Service One... Service Two... Service Three... Organization & Ownership... Organizational Structure... Organizational Chart... Board of Directors... Ownership... Privately Owned... Assets... Liabilities... Shareholders Equity... Earnings Per Share... Dividends Per Share... Dividend Yield... Stock Price... Shares Outstanding... Market Capitalization... Ownership by Owner... Stock Volume... Organization & Ownership... Organization... Organizational Chart... Board of Trustees... Ownership... Mutual Ownership... Assets... Liabilities... Surplus... Dividends Per Share... Premium Revenues by Distribution... Dividends Paid to Policy Holders... Dividends by Policy Holder Use... Dividend Yield... Stock Price... Shares Outstanding... Market Capitalization... Stock Volume Northwestern Mutual 6
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