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Northwestern Mutual
Facts for 2010 ...
720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 | (414) 271-1444 | www.northwesternmutual.com
Northwestern Mutual helps its policyowners and clients achieve financial security. Through a needs-based
process, Northwestern Mutual helps clients determine their financial security needs and then address those
needs using a wide range of products and services. For clients seeking personal financial security, or security
for their business or estate, Northwestern Mutual and its subsidiaries offer an array of solutions, including
permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services,
mutual funds and advisory services.
Northwestern Mutual’s mission is to develop life-long relationships with clients founded on sound guidance
and expert solutions, backed by the company’s exceptional financial strength and the promise we make to be
there for policyowners when their financial security is put to the test. As a mutual company with no shareholders,
Northwestern Mutual seeks to share its gains with policyowners and deliver consistent, long-term value to clients.
$167 billion in assets. $21 billion in revenues. Ranked 115 on the 2010 FORTUNE 500.
$144 billion in fixed income, equity and other investments (including $14 billion in policy loans) in the general
account and $16 billion in separate accounts.
$6.8 billion of benefits paid to policyowners or their beneficiaries in 2009.
$4.7 billion in dividends expected to be paid to policyowners in 2010.
$1.2 trillion worth of life insurance protection in force, with 3.3 million policyowners holding 5.1 million policies.
406,000 policyowners with 659,000 policies – the company expects to pay $225 million in dividends to
disability income policyowners in 2010.
99,000 policyowners with 103,000 policies with Northwestern Long Term Care Insurance Company – it expects
to pay $8.0 million in dividends to policyowners in 2010.
$14.0 billion of assets under management in 303,000 client contracts.
$47 billion in assets under management in 2009.
n	Northwestern Mutual is one of the “World’s Most Admired” life insurance companies according to executives,
directors and analysts in FORTUNE®magazine’s 2010 annual survey, dated March 15, 2010.
n	Market Share: Northwestern Mutual oversees 10 percent of the total U.S. direct life insurance
market, based on recent data*
from A.M. Best. This reaffirms Northwestern Mutual’s number one
ranking in U.S. individual life insurance market share, a position the financial security company has held
since 2000. (A.M. Best 2009)
n	Customer Satisfaction: 95.5% of policyowners chose to keep their policies with Northwestern Mutual in 2009.
n	Life Dividends: Northwestern Mutual expects to pay more in total individual life insurance dividends to
policyowners than any other company in the industry.
n	Ratings: Northwestern Mutual earned the best possible ratings for insurance financial strength from all four
major rating agencies for the year 2009: Standard  Poor’s AAA, Fitch Ratings AAA, A.M. Best A++, and
Moody’s Aaa. (Third-party ratings are current as of 3/01/2010 and are subject to change).
March 2, 1857.
Our Business
Purpose
Size
Investment
Portfolio
Benefits Paid
Value Returned
Life Insurance
Disability
Insurance
Long-Term Care
Insurance
Annuities
Investment
Products and
Services
Industry
Leader
Founded
* NOTE: Northwestern Mutual’s calculation of U.S. direct life insurance market share includes new premium sales, renewal premium and dividend additions in the United States only.
Decisions with respect to the determination and allocation of divisible surplus as dividends each
year are left to the discretion and sound business judgment of the company’s Board of Trustees.
There is no guaranteed specific method or formula for the determination or allocation of divisible
surplus. Accordingly, the company’s approach is subject to change. Neither the existence nor the
amount of a dividend is guaranteed on any policy in any given policy year.
Figures as of Dec. 31, 2009. The Northwestern Mutual Life Insurance Company (Northwestern
Mutual), Milwaukee, WI, life insurance, disability insurance and annuities.
Northwestern Mutual’s financial representatives develop enduring relationships with clients by providing
expert guidance for a lifetime of financial security. With access to a network of specialists, financial
representatives take a holistic approach to identifying financial security needs and developing solutions
using world-class insurance products and investments.
Representatives offer guidance, relationships and solutions to help their clients achieve financial security.
They offer exclusive access to insurance products from a top-rated company, Northwestern Mutual, and an
array of quality investment choices.
The Network has 350 offices across the United States.
To find an office in your area, check our locator at www.northwesternmutual.com
Representatives have access to a network of specialists who together provide guidance on:
n	Asset  Income Protection	 n	Estate Analysis	 n	Business Needs Analysis	
n	Personal Needs Analysis	 n	Trust Services	 n	Retirement Solutions
n	Investment and Advisory Services	 n	Education Funding	 n	Employee  Executive Benefits
n	Comprehensive Financial Planning
Representatives provide clients access to products from Northwestern Mutual’s family of companies
n	Life Insurance	 n	Disability Income Insurance	 n	Annuities	
n	Long Term Care Insurance	 n	Mutual Funds and Other Investment Products
n	The Network was named as having One of America’s Top Ten Internships for 2009 by Vault Guide to
Top Internships, 2009 edition
n	In its ranking of organizations that excel at training and leadership development, Training magazine ranked
Northwestern Mutual among its “Training Top 125.” (February 2010)
Representatives, who may also be Registered Representatives of Northwestern Mutual Investment Services,
LLC and may be licensed to sell additional insurance products, can help clients build strong financial
portfolios through:
n	Northwestern Long Term Care Insurance Company – A subsidiary of Northwestern Mutual and provider
of QuietCare® long-term care insurance.
n	Northwestern Mutual Wealth Management Company – A wholly owned company of Northwestern Mutual
and a limited purpose federal savings bank authorized to offer a range of financial planning, trust, fiduciary,
investment advisory and investment management products and services.
n	Northwestern Mutual Investment Services, LLC – Northwestern Mutual Investment Services offers a variety
of products and services to the clients of the Northwestern Mutual Financial Network. It is a wholly owned
company of Northwestern Mutual, a registered broker-dealer, a registered investment adviser and a member
of FINRA and SIPC.
n	Strategic Employee Benefit Services – A nationwide group marketing program providing comprehensive,
custom-designed employee benefit programs exclusively through The Network.
n	Russell Investments (www.russell.com) – Russell Investment Group is a Washington, USA corporation,
which operates through subsidiaries worldwide and is a subsidiary of The Northwestern Mutual Life
Insurance Company.
Mission
Process
Network
Operations
Services
Products
Accolades
Subsidiaries
and Affiliations
19-0016 (0305)
Northwestern Mutual’s
Network of Financial Representatives
Facts for 2010 ... www.northwesternmutual.com
(REV 0710)

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Northwestern Mutual Facts for 2010

  • 1. Northwestern Mutual Facts for 2010 ... 720 East Wisconsin Avenue, Milwaukee, WI 53202-4797 | (414) 271-1444 | www.northwesternmutual.com Northwestern Mutual helps its policyowners and clients achieve financial security. Through a needs-based process, Northwestern Mutual helps clients determine their financial security needs and then address those needs using a wide range of products and services. For clients seeking personal financial security, or security for their business or estate, Northwestern Mutual and its subsidiaries offer an array of solutions, including permanent and term life insurance, disability insurance, long-term care insurance, annuities, trust services, mutual funds and advisory services. Northwestern Mutual’s mission is to develop life-long relationships with clients founded on sound guidance and expert solutions, backed by the company’s exceptional financial strength and the promise we make to be there for policyowners when their financial security is put to the test. As a mutual company with no shareholders, Northwestern Mutual seeks to share its gains with policyowners and deliver consistent, long-term value to clients. $167 billion in assets. $21 billion in revenues. Ranked 115 on the 2010 FORTUNE 500. $144 billion in fixed income, equity and other investments (including $14 billion in policy loans) in the general account and $16 billion in separate accounts. $6.8 billion of benefits paid to policyowners or their beneficiaries in 2009. $4.7 billion in dividends expected to be paid to policyowners in 2010. $1.2 trillion worth of life insurance protection in force, with 3.3 million policyowners holding 5.1 million policies. 406,000 policyowners with 659,000 policies – the company expects to pay $225 million in dividends to disability income policyowners in 2010. 99,000 policyowners with 103,000 policies with Northwestern Long Term Care Insurance Company – it expects to pay $8.0 million in dividends to policyowners in 2010. $14.0 billion of assets under management in 303,000 client contracts. $47 billion in assets under management in 2009. n Northwestern Mutual is one of the “World’s Most Admired” life insurance companies according to executives, directors and analysts in FORTUNE®magazine’s 2010 annual survey, dated March 15, 2010. n Market Share: Northwestern Mutual oversees 10 percent of the total U.S. direct life insurance market, based on recent data* from A.M. Best. This reaffirms Northwestern Mutual’s number one ranking in U.S. individual life insurance market share, a position the financial security company has held since 2000. (A.M. Best 2009) n Customer Satisfaction: 95.5% of policyowners chose to keep their policies with Northwestern Mutual in 2009. n Life Dividends: Northwestern Mutual expects to pay more in total individual life insurance dividends to policyowners than any other company in the industry. n Ratings: Northwestern Mutual earned the best possible ratings for insurance financial strength from all four major rating agencies for the year 2009: Standard Poor’s AAA, Fitch Ratings AAA, A.M. Best A++, and Moody’s Aaa. (Third-party ratings are current as of 3/01/2010 and are subject to change). March 2, 1857. Our Business Purpose Size Investment Portfolio Benefits Paid Value Returned Life Insurance Disability Insurance Long-Term Care Insurance Annuities Investment Products and Services Industry Leader Founded * NOTE: Northwestern Mutual’s calculation of U.S. direct life insurance market share includes new premium sales, renewal premium and dividend additions in the United States only. Decisions with respect to the determination and allocation of divisible surplus as dividends each year are left to the discretion and sound business judgment of the company’s Board of Trustees. There is no guaranteed specific method or formula for the determination or allocation of divisible surplus. Accordingly, the company’s approach is subject to change. Neither the existence nor the amount of a dividend is guaranteed on any policy in any given policy year. Figures as of Dec. 31, 2009. The Northwestern Mutual Life Insurance Company (Northwestern Mutual), Milwaukee, WI, life insurance, disability insurance and annuities.
  • 2. Northwestern Mutual’s financial representatives develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. With access to a network of specialists, financial representatives take a holistic approach to identifying financial security needs and developing solutions using world-class insurance products and investments. Representatives offer guidance, relationships and solutions to help their clients achieve financial security. They offer exclusive access to insurance products from a top-rated company, Northwestern Mutual, and an array of quality investment choices. The Network has 350 offices across the United States. To find an office in your area, check our locator at www.northwesternmutual.com Representatives have access to a network of specialists who together provide guidance on: n Asset Income Protection n Estate Analysis n Business Needs Analysis n Personal Needs Analysis n Trust Services n Retirement Solutions n Investment and Advisory Services n Education Funding n Employee Executive Benefits n Comprehensive Financial Planning Representatives provide clients access to products from Northwestern Mutual’s family of companies n Life Insurance n Disability Income Insurance n Annuities n Long Term Care Insurance n Mutual Funds and Other Investment Products n The Network was named as having One of America’s Top Ten Internships for 2009 by Vault Guide to Top Internships, 2009 edition n In its ranking of organizations that excel at training and leadership development, Training magazine ranked Northwestern Mutual among its “Training Top 125.” (February 2010) Representatives, who may also be Registered Representatives of Northwestern Mutual Investment Services, LLC and may be licensed to sell additional insurance products, can help clients build strong financial portfolios through: n Northwestern Long Term Care Insurance Company – A subsidiary of Northwestern Mutual and provider of QuietCare® long-term care insurance. n Northwestern Mutual Wealth Management Company – A wholly owned company of Northwestern Mutual and a limited purpose federal savings bank authorized to offer a range of financial planning, trust, fiduciary, investment advisory and investment management products and services. n Northwestern Mutual Investment Services, LLC – Northwestern Mutual Investment Services offers a variety of products and services to the clients of the Northwestern Mutual Financial Network. It is a wholly owned company of Northwestern Mutual, a registered broker-dealer, a registered investment adviser and a member of FINRA and SIPC. n Strategic Employee Benefit Services – A nationwide group marketing program providing comprehensive, custom-designed employee benefit programs exclusively through The Network. n Russell Investments (www.russell.com) – Russell Investment Group is a Washington, USA corporation, which operates through subsidiaries worldwide and is a subsidiary of The Northwestern Mutual Life Insurance Company. Mission Process Network Operations Services Products Accolades Subsidiaries and Affiliations 19-0016 (0305) Northwestern Mutual’s Network of Financial Representatives Facts for 2010 ... www.northwesternmutual.com (REV 0710)