Gregory WallaceFinancial Advisor |
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Office: 952-806-9641 3600 Minnesota Dr Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Real life story: the realities of long-term careThe reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago. Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. Build Your Foundation For Life
Do you know the impact a long-term care event can have on your financial security in retirement?Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement. Northwestern Mutual Named #1
See why we’re ranked #1 in the world. 2010 Annual Report
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”
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Research Reveals “Financial Realities” for Americans TodayFollowing the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual. Financial Realities Study: Changing Timeframes Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where Greg Walace comes in. Greg takes the time to get to know you and your preferences. Greg can help you anticipate and prepare for the best—and worst scenarios. The relationship he establish with you enables him to focus on your needs—what you want for your family and what you are currently doing. Charity InvolvementThis year The Northwestern Mutual Foundation has earmarked one million dollars for Habitat for Humanity-New Orleans, Susan G. Komen for the Cure, America’s Second Harvest and the YMCA to help combat these worries. Click here to let your worries go and vote to help decide how to distribute the funds. Encourage your friends and family to vote too!
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My MissionAs a Northwestern Mutual Financial Advisor, my goal is to help clients better understand what is important to them and develop a trusting, long term relationship while helping them to build, protect, and transfer their wealth. Northwestern Mutual ranks first in customer satisfaction Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year. Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Gregory B Wallace is an Insurance 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 and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 225 S 6th St Ste 2900, Minneapolis, MN 55402-4609, 612-758-7600, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The Columns Resource Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. 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. Gregory B Wallace is primarily licensed in Minnesota and may be licensed in other states. CA License: #0D72916 |
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Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.