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Strategic Partners

The Northwestern Mutual difference

As a mutual company, we report to you, not wall street. And that means when we do well, you do well, too. We lead the industry in giving back to our policyowners - issuing dividends every year since 1872. Here are some more reasons why millions of people put their trust in us. 


AAA, Aaa, and AA+ - we've earned the highest financial strength ratings awarded to life insurers from all four major rating agencies.

Top 5

We're one of the Top U.S. Independent Investment Broker-Dealers.


of our policy owners stay with us year over year

Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), June 2022; Fitch Ratings, AAA (highest), August 2022; Moody’s Investors Service, Aaa (highest), May 2022; S&P Global Ratings, AA+ (second highest), July 2022. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

Ranking for Northwestern Mutual Investment Services, LLC. Measured by 2022 Revenue. Source: Investment News, May 2023.

Loyalty is based on Northwestern Mutual client data. Northwestern Mutual is the marketing name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries. Investment brokerage services are offered through Northwestern Mutual Investment Services, LLC (NMIS) a subsidiary of NM, broker-dealer, registered investment adviser, and member FINRA and SIPC. Investment advisory and trust services are offered through Northwestern Mutual Wealth Management Company® (NMWMC), Milwaukee, WI, a subsidiary of NM and a federal savings bank. Products and services referenced are offered and sold only by appropriately appointed and licensed entities and financial advisors and professionals. Not all products and services are available in all states. Not all Northwestern Mutual representatives are advisors. Only those representatives with “Advisor” in their title or who otherwise disclose their status as an advisor of NMWMC are credentialed as NMWMC representatives to provide investment advisory services.

To best serve our clients, we’ve aligned our firm with Northwestern Mutual, a Fortune 90 company with more than 160 years of esteemed financial service. You’ll receive the personal attention and guidance of a boutique wealth management firm coupled with the resources and strength of a top-rated financial institution.

To support our clients’ complex planning needs, we leverage the following strategic partnerships: