Listening to create a tailored plan

  Рет қаралды 30

Northwestern Mutual

Northwestern Mutual

Күн бұрын

Listening, learning, and leading-that’s what makes us different. Here’s Financial Advisor Jabari Turner talking about asking better questions, getting to know what’s important to his clients, and creating a tailored plan that fits their goals.
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Northwestern Mutual has been helping people and businesses achieve financial security for more than 165 years. Through a comprehensive planning approach, Northwestern Mutual combines the expertise of its financial professionals with a personalized digital experience and industry-leading products to help its clients plan for what's most important. Northwestern Mutual delivers financial security to more than five million people with life insurance, disability income and long-term care insurance, annuities, and brokerage and advisory services.
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Transcript:
What makes Northwestern Mutual different is our ability to listen, to learn, to educate and to lead. For us, it’s really about personalizing tailored plans specific to a client’s needs, right? So it’s really taking the time to hear what’s important to them, what their hopes, goals, and dreams are, why it matters to them to be able to hit those hopes, goals and dreams. And meeting people where they’re at. And then to help them to implement the actions necessary, so that they can ultimately hit those goals.

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