Jay M DeFinis CLTCFinancial Advisor |
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Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies. Consistency Counts ScorecardAs in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong. Consistency CountsStrength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you. Northwestern Mutual receives "best possible ratings"The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years. Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). Team DeFinis...Continued Growth and Streamlined Service Over the past couple of years, my practice has grown and evolved. To ensure that the service of my clients is what they deserve from Northwestern Mutual, I have handpicked an additional Financial Representative to assist me in my continued growth. Please welcome Daniel Mullaney to Team DeFinis! The two of us work hard to ensure that all clients from both of our practices receive the attention to detail that they've come to deserve as being not only our clients, but our friends. If you're new to this site or Northwestern Mutual, allow us the chance to show you our dedication to you and your family and friends through processes which have made us and Northwestern Mutual very successful. Click here to view more about our Team, then contact us to connect or re-connect. We look forward to meeting with you. Jay M. DeFinis Jay DeFinis Honored Jay DeFinis continues to be honored in conveying his message about relationships. In 2009, Jay was selected as Northwestern Mutual's Breakfast of Champion's speaker at all four Northwestern Mutual regional meetings. Now, Jay has been awarded as a Focus Session speaker at the Million Dollar Round Table (MDRT) Annual Meeting which will be held in June 2010 in Vancouver, British Columbia, Canada!! DeFinis' speech, “It’s all about the Relationships...They Secure EVERYONE’S Tomorrow!” was motivational and inspirational to all financial representatives who attended. Jay spoke about his trials and tribulations, his successes and his opportunities for learning. He also thanked many individuals who have touched his life during his nearly 20 years of being a part of the Nortwestern Mutual Financial Network. It truly is "...all about the Relationships." Articles of Interest Team DeFinis recommends the following articles: My MissionTeam DeFinis Mission Statement: We exist as a team to put our clients through a unique process that helps them achieve financial security by building long-term relationships through our Team committment of extraordinary service. Northwestern Mutual Financial NetworkWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2009, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Jay M DeFinis is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1801 E 9th St Ste 800, Cleveland, OH 44114-3103, 216-241-5840, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and Northwestern Mutual - Northeast Ohio Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Jay M DeFinis is primarily licensed in Ohio and may be licensed in other states. CA License: #0D91763 |
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