Dan Payne
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Office: 513-366-3685

3805 Edwards Rd Ste 200
Cincinnati, OH 45209-1939

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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.

Click here to read more.

Managing Your Money In A Downturn

Northwestern 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).

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 Financial Network

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 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.