Here, better conversations can lead to better outcomes. Together, let’s create a comprehensive plan that will:
- Meet you where you are right now
- Include solutions designed for your specific goals and priorities
- Be personalized to perform and evolve over time
You’ve built too much to let the unexpected knock you off course. Your financial advisor listens closely to what matters most and turns goals into guidance—including ways that can protect and give you more financial flexibility throughout your life. Let’s look at how you can help:
- Strengthen your plan with the right life insurance
- Safeguard your income with disability insurance
- Be ready with a long-term care plan that protects in more ways than one
Get matched with a financial advisor who meets you right where you are and helps grow your money through better conversations. Let’s pick only the best opportunities for you.
- Investment advisory services
- Brokerage accounts and services
- Exclusive market commentary
Your Northwestern Whole Life advisor is here to guide you.
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They'll uncover opportunities that others might overlook—and build a personalized plan designed to drive better outcomes. You can expect:
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What a Better Way to Money® means for you.
Your financial advisor will meet you where you are. They'll ask deeper questions, and listen closely, to understand your goals and priorities, and how you think about money. Their expertise will help uncover your blind spots and opportunities that might otherwise get overlooked.
Each recommendation from your advisor—which could include options from our exclusive portfolio of financial products—is designed to meet you where you are, at every stage in your life, identifying and addressing any gaps we find along the way.
Your financial strength, powered by ours.
A++ financial strength rating
AAA, Aa1, and AA+—we've earned the highest available financial strength ratings awarded to any U.S. life insurer from all four major rating agencies.2
Top 10 ranked investment service
We're one of the top U.S. Independent Investment Broker-Dealers.
$9.2B in dividends expected to be paid in 2026
in dividends expected to be paid in 2026
No. 1 ranked insurance company for consumer experience
Best life insurance company for consumer experience, 2024
Questions about Northwestern Whole Life? We've got answers.
How much can I expect to pay for your products and services?
Our pricing for insurance and fees for investing are straightforward, and we'll always be upfront about them. What you pay monthly (or yearly) for our insurance solutions is determined by things like the amount of coverage you need and your age. For an advisory or private wealth management investment account, you'll pay a quarterly fee. The fee is based on the value of the assets in your account. Our brokerage accounts and services work on a commission for each asset purchased.
How is Northwestern Whole Life different from others?
We'll show you a better way to money. It starts with a conversation about your life and questions about what's important to you. Your advisor's expertise will help reveal blind spots and identify the opportunities that others might overlook. As you work together, your advisor will tailor your plan from our exclusive portfolio of financial products. Each solution is designed to meet you where you are, at every stage in your life. That way, you'll have the confidence to live the way you want now, and down the road.
What products and services does Western Mutual offer?
Your plan will work its hardest with the right solutions tailored to your goals. You'll have access to our exclusive portfolio of financial products that reinforce each other. Depending on your goals, there's investments to help grow your money, insurance to protect what you've earned, and annuities for extra income when you retire.
How can a financial advisor help me?
Your advisor will be your trusted partner who'll help you reach your goals, no matter how big or small. They'll ask deeper questions and listen closely to fully understand your priorities. With a holistic view of your financial picture in focus, they'll tailor your plan with our exclusive portfolio of financial products. Each solution is designed to meet you where you are, at every stage in your life.
What is a financial plan exactly?
A financial plan will help you make the most of what you have, no matter how much you have, so you can live the life you've always wanted. It takes into account all of your goals, shows you what it'll take to get there, the progress you've already made, any gaps you might have, and your opportunities.
Your plan starts with a conversation with your advisor. They'll ask deeper questions and listen closely to fully understand your goals and what's most important to you. With a holistic view of your financial picture in focus, you'll work with your advisor to tailor your plan from our exclusive portfolio of financial products. Each solution is designed to meet you where you are, at every stage in your life.
Ready to feel better about your money?
It's easy to get started—no commitment, just a better conversation.