Dan Payne

Office: 513-366-3685

3805 Edwards Rd Ste 200
Cincinnati, OH 45209-1939

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Advanced Planning
Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

Steve Forbes and John Schlifske on “The Power of a Game Plan"

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor-in-chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The three day tour saw over 2,500 attendees and included panel discussions in Boston, MA; Manchester, NH; Syracuse, NY; Grand Rapids, MI; Pittsburgh, PA; Memphis, TN; and Cincinnati, OH. In each city, Steve and John shared their perspectives on the economy, the financial markets, and the importance of having a sound financial game plan in place regardless of market conditions.

For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.

2011 Annual Report

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

View Annual Report

One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

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

Build Your FoundationSee 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

Disability Insurance for Medical ProfessionalsPhysicians 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.

What is Long-Term Care and What are Your Options?

Click here to learn more.

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.