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NORTHWESTERN MUTUAL ACQUIRES LEARNVEST TO REDEFINE THE FINANCIAL PLANNING EXPERIENCE

Northwestern Mutual has announced that it will acquire LearnVest™, a leader in online financial planning and client experience technology. This partnership brings together the best of what each company offers – Northwestern Mutual's world-class financial professionals and best-in-class products combined with LearnVest's breakthrough technology and innovative financial planning platform.

"There's been a gap between what consumers want and what the financial industry has been able to offer," says Northwestern Mutual's Chairman and CEO John E. Schlifske. "Northwestern Mutual will fill that gap by redefining how financial security is delivered. Our goal is to take more clients from start to finish, addressing all parts of the planning equation, and to be a partner at the center of their financial lives through all stages."

"After five years of constant innovation from the LearnVest team, I could not be prouder that Northwestern Mutual and LearnVest are coming together to redefine financial planning in America," adds Alexa von Tobel, founder and CEO of LearnVest. "LearnVest has made it our mission to make unbiased financial planning affordable, accessible, and delightful for all American households – a mission we will now continue with the support of Northwestern Mutual."

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INSPIRING LEADERS: THE POWER OF YOU

Northwestern Mutual hosted a speaker series with Moira Forbes, President and Publisher of ForbesWoman, Ingrid Vanderveldt, Mission to Empower 1 Billion Women by 2020 (EBW2020) and Joann Eisenhart, Ph.D., Senior Vice President of Human Resources at Northwestern Mutual. This is the first of a series of tours set to take place across the country in 2014. Approximately 200 people attended the event in Raleigh. Some of the key insights that were shared at the events were:

  • While the trajectory of women is evolving and more women are being promoted into leadership roles, there is still much work to do. There is a continued opportunity to change the conversation from what women can’t do to what women can do.
     
  • By cultivating confidence and pursuing leadership and growth opportunities, women own personal power. And when that happens, women can inspire change and make an impact in business and in society—and, in return, be champions for and empower one another.
     
  • Creating plans and working towards goals helps women control their own destiny.  A woman with a plan and discipline can achieve great things be it planning for a strong financial future or making career moves and other choices for her family.

For more thoughts on these and other leadership topics, go to northwesternmutual.com/inspire360.

     

Forbes Speaker Series Event, hosted at the Angus Barn in Raleigh, June 2014

 

Speakers (from left to right): Delynn Alexander, Ingrid Vanderveldt, Moira Forbes, Joann Eisenhart, Sarah Schott, and Mike Condrey


STEVE FORBES AND JOHN SCHLIFSKE ON "ECONO-ME: ENSURING YOUR FINIANCIAL SECURITY IN THE NEW NORMAL"

Northwestern Mutual hosted a speaker series with Steve Forbes, chairman and editor in chief of Forbes Media and John Schlifske, Northwestern Mutual chairman and CEO. The three day tour saw over 4,000 attendees in total and included panel discussions in Miami and Palm Beach, FL; Washington, DC; Hartford, CT; Raleigh and Charlotte, NC; and Milwaukee, WI. In Raleigh, where there were over 1,000 in attendance, Steve and John discussed their thoughts on the economy, the markets, and how individuals and business owners can ensure financial security in the new normal. Key insights presented at the events were:
  • Managing risk is the cornerstone of financial security for individuals and families in today’s economy. According to Schlifske, a foundation of risk management is the key to protecting yourself and those you care about against the financial challenges that occur when people live too long, die too soon or become sick or injured.
  • Unforeseen threats will continue to affect our national economy. Natural disasters such as the earthquake in Japan or unrest in the Middle East impact today’s consumers. However, Schlifske and Forbes agree that our nation’s economy will continue to overcome these obstacles in the long-term based on our markets and infrastructure.
  • The fundamentals of financial security to build wealth include long-term savings. Forbes recommends that consumers stick with the basics such as putting money away week after week and working with a trusted advisor on a holistic plan.
For more thoughts on these and other business topics, visit the Northwestern Mutual Special Features page of Forbes.com.
 
To view photos from this event, click here.

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