Amy Jamrog, CLU®, ChFC®, CASLWealth Management Advisor |
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ContactAmy Jamrog, CLU®, ChFC®, CASL
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Plan Now for Your FutureHow often have you thought about your retirement, and have gotten completely overwhelmed? Are you unsure how to begin planning? Or worse, do you wonder if the path you´ve been on for the last twenty years is the right one? Maybe you simply wonder "How am I doing?" compared to where you hope to be some day... Amy Jamrog takes a unique approach with her clients: she begins the planning process by helping clients create their vision, values, and mission for their family. Amy then serves as a guide for them, helping to design financial solutions, and holding her clients accountable as they implement each piece of their vision. Amy Jamrog focuses her financial planning practice primarily on retirees, physicians and attorneys. When asked about her relationship with her clients, Amy says, "Clients want to discuss their future, their grandchildren, or the legacy they´d like to leave behind. That is where we focus our time-- creating a future that the client is excited about. When we are able to make that connection, the clients become empowered by their plan and excited about the steps we´re recommending." Are You Saving Enough for Retirement? Consider the findings from the 2008 Retirement Confidence Survey. Domestic Partnerships If you’re in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don’t have the same benefits and legal protections automatically granted to married spouses. Amy Jamrog understands the financial hurdles that domestic partners face – from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with a network of specialists, she can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.
Northwestern Mutual Study on the Costs of Long Term In October and November 2008, the Long Term Care Group, Inc. conducted customized Cost of Care research on behalf of Northwestern Long Term Care Insurance Company, a Northwestern Mutual company. nbsp;home healthcare providers, assisted living facilities and nursing homes in specific regions of the United States. Read the Full Study. Considering a New Career? The Jamrog Group of the Northwestern Mutual Financial Network is looking for additional qualified Financial Representatives to serve people right here in our community. For more information, please visit The Jamrog Group and go to Careers. Financial Security Company’s Career Opportunities and Internships are Among the Nation’s Very Best. For the third year in a row, Northwestern Mutual is one of the “Best Places to Launch a Career,” according to a BusinessWeek study. Read more.
Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies. Consistency Counts ScorecardAs in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong. Consistency CountsStrength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you. 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. Managing Your Money In A DownturnNorthwestern 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). |
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© 2010 Northwestern Mutual Wealth Management Company, Milwaukee, WI. All rights reserved. 611 East Wisconsin Avenue, Milwaukee, Wisconsin 53202 - (414) 271-1444.
Before you agree to receive financial planning services, please see complete information and disclosures in The Disclosure Brochure and review the terms of the Northwestern Mutual Wealth Management Company Planning Engagement Agreement. These may be obtained from your Wealth Management Advisor.
Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Amy Jamrog is a Representative of Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM and limited purpose federal savings bank. WMC is not a broker-dealer or insurance company. All WMC products and services are offered only by properly credentialed Representatives who operate from agency offices of WMC. Representative is a District Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS), 29 S Main St Ste 201, West Hartford, CT 06107-2454, 860-570-7400, a wholly-owned company of NM, registered investment adviser, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). Representative may also be an Investment Adviser Representative of NMIS. NM and The Jamrog Group are not broker-dealers, registered investment advisers or federal savings banks. There may be instances when this agent represents insurance companies in addition to NM or its affiliates.
Investment products are not insured by the FDIC, are not deposits or other obligations of, or guaranteed by, NMWMC or its affiliates and are subject to investment risks, including possible loss of the principal amount invested.
The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states.
Amy Jamrog is primarily licensed in Massachusetts and may be licensed in other states.
CA License: #0E41384