Product Portfolio

  • A Student Debt Snapshot
    A Student Debt Snapshot

    A staggering $1.3 trillion is held by new grads... and older grads as well

    The value of a college degree has never been higher – at least in financial terms. Over the past decade, the cost of a university education has risen three times faster than other school-related expenses. Most students finance at least some of that cost by taking out student loans, with the goal of having their…
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  • Northwestern Mutual Debuts Art Exhibit Designed to Catalyze Community Involvement
    Northwestern Mutual Debuts Art Exhibit Designed to Catalyze Community Involvement

    Giving Gallery: Community in Process, now open to the public, embodies the spirit of philanthropy

    Northwestern Mutual has created a first-of-its-kind model to showcase community renewal, titled Giving Gallery: Community in Process. Now open in the public space of the company's Tower and Commons, it illustrates how, when all of us come together, we can reach our greatest potential.
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  • Has Enrollment in HSA-Eligible Health Plans Stalled?
    Has Enrollment in HSA-Eligible Health Plans Stalled?

    Study reveals very little growth in HSA-eligible health plan enrollment since 2014

    In its new Issue Brief, “Has Enrollment in HSA-Eligible Health Plans Stalled,” the Employee Benefit Research Institute (EBRI) finds that across five separate surveys, growth rates in Health Savings Account (HSA)-eligible health plan enrollment have been trending down.
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  • IRI Outlines Public Policy Priorities to Advance Retirement Security
    IRI Outlines Public Policy Priorities to Advance Retirement Security

    Blueprint Focused on Expanding Opportunities to Save for Retirement, Increasing Access to Lifetime Income and Protecting Older Investors

    The Insured Retirement Institute (IRI) today released its 2018 Retirement Security Blueprint. The 2018 Blueprint is focused on helping Americans achieve their retirement goals through common-sense, bipartisan policies.
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  • Pessimism Grows On U.S. Housing Market Following New Tax Laws
    Pessimism Grows On U.S. Housing Market Following New Tax Laws

    Despite fast-rising home values now, housing experts say they expect appreciation to slow to below 3 percent by 2021

    But the longer-term outlook is less rosy. There is some concern that tax cuts at this point in the business cycle may be throwing fuel on an already ranging fire.
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  • Total Annuity Sales Continued to Decline in 2017
    Total Annuity Sales Continued to Decline in 2017

    Structured annuity sales increase 25 percent in 2017, to $9.2 billion

    In 2017, total annuity sales decreased 8 percent to $203.5 billion compared with 2016, according to LIMRA Secure Retirement Institute’s Fourth Quarter 2017 U.S. Individual Annuity Sales Survey.
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  • Annuities, Advisors and Aging
    Annuities, Advisors and Aging

    Retirees Who Own An Annuity Are More Confident

    LIMRA Secure Retirement Institute study finds retiree annuity owners feel more confident that they are more likely to afford their preferred retirement lifestyles - even if they live to age 90 or older - than retirees who do not own an annuity. The study includes retirees with annual household incomes of $35,000 or more.
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  • 401k Averages Book Update Includes Fees for Plans with $100,000 Average Account Balances
    401k Averages Book Update Includes Fees for Plans with $100,000 Average Account Balances

    New Fee Benchmark Data was Needed to Compare Growing Average Participant 401k Balances

    The new release of the 18th Edition 401k Averages Book was expanded to include 401k fee information on plans with large participant account balances.
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  • 5 Traits of Customer-Obsessed Companies
    5 Traits of Customer-Obsessed Companies

    Channelling your inner-customer

    Today's customers evaluate a company on the experience that they receive. The entire sales cycle (pre-sales, purchase, and post-purchase) experience is as important to them as the actual product or service.
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  • How to Prepare for the Tricky Tax Seasons of 2018-19
    How to Prepare for the Tricky Tax Seasons of 2018-19

    Americans should check their withholding levels to make sure they won't owe taxes or overpay

    This year and next year, tax time will be even trickier than usual as Americans adjust to the changes from the recently enacted tax law, including adjusting their withholding, according to Senior CFP Board Ambassador Jill Schlesinger, CFP®.
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  • Most Workers View Equity Compensation as a Critical Wealth Building Tool
    Most Workers View Equity Compensation as a Critical Wealth Building Tool

    Fear factor hinders employees from taking action, but advisors breed confidence

    A new survey from Schwab Stock Plan Services reveals that employees who participate in equity compensation plans see the long-term value of the benefit but are afraid of making a mistake when exercising employee stock options or selling shares.
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  • New Research Links Financial Well-being with Community Involvement
    New Research Links Financial Well-being with Community Involvement

    Survey: People involved in communities are more likely to report being financially secure

    A new nationwide poll released today by Massachusetts Mutual Life Insurance Company (MassMutual) concludes that Americans who are involved in various communities not only find it personally gratifying, but financially rewarding as well.
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  • For Equities: This Time is Different. Really?!
    For Equities: This Time is Different. Really?!

    Goldilocks environment may not last forever...

    by Axel Merk

    “Don’t panic, buy the dip, who cares?” or “These are rumblings of an earthquake, people will be hurt like in 1929” - which one is it? I would call it a wake-up call.
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