Dan Payne, CLU^®, ChFC^®

Office: 513-366-3685

3805 Edwards Rd Ste 200
Cincinnati, OH 45209-1939

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Dividend Announcement Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more.

Build Your Foundation For Life See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time. Build Your Foundation

Disability Insurance for Medical Professionals Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered. To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Northwestern Mutual Named #1 FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry. See why we’re ranked #1 in the world.

2010 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends” Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation. Watch video for more

Go Paperless NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents. Enroll Now

Life never stands still.  It evolves, changes direction, and leads to new possibilities.  That means your approach to financial security cannot be static; your approach should change as your needs and goals change. 

By working together, we can help you identify your financial goals and objectives that will allow you to prepare for the future and help protect you if life takes an unexpected turn. 

Being a Financial Representative with The Northwestern Mutual Financial Network allows me to explore insurance areas such as life, disability, health long-term care and annuities both on an individual basis and from a business prospective.  My position also affords me the opportunity to work with investments which could benefit your needs.  Our ten-point investment philosophy is to:

• Solve risk-based needs
• Seek expert guidance to develop long-term investment strategy
• Create a strategy consistent with your risk tolerance, time horizon and goal
• Determine a diversification strategy using asset allocations
• Use professionally created quality investment portfolios designed to match your asset allocation strategy
• Use rebalancing to remove emotion from decision making
• Manage the impact of taxes and inflation
• Evaluate the asset allocation relative to benchmarks and long-term goals
• Resist the temptation to change your strategy during up or down market movements
• Start early, invest regulary, and dollar cost average

Keeping pace with life's changes is important.  Let me help you achieve a secure financial future.

 

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Northwestern Mutual

We 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 Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.