Eileen P Gillespie
Financial Representative|CLTC®, CASL®, CLU®
Personal
My husband and I live in Oconomowoc, Wisconsin and have three adult children and three grandchildren, who are the light of our lives. I enjoy spending time with my family, theater, music, reading, and talking about books. I am a member of several book clubs.
Lending a hand in my community.
As part of Northwestern Mutual, I'm proud to help accelerate the search for better childhood cancer treatments while supporting families undergoing treatment, and survivors from late effects. Here are some of the organizations we partner with:
Alex's Lemonade Stand Foundation for Childhood Cancer (ALSF)
ALSF funds cancer research, raises awareness, and supports the families of children with cancer. Since 2012, Northwestern Mutual, its employees, and financial professionals like me have donated more than $20 million to support ALSF and fund over 400,000 research hours.
Beads of Courage
Beads of Courage is an art-in-medicine program that helps kids with cancer tell their unique treatment story through colorful beads that are symbols of their courage.
A Passion for Long Term Care
Prior to joining Northwestern Mutual, I spent 28 years in healthcare. During that time, my work with laboratories that served patients in hospitals, clinics, and long-term care settings provided me with a broad base of knowledge related to the healthcare industry.
My experience with multiple family members has allowed me to see the issue of long-term care from a personal viewpoint. Because of the long-term care needs of my mom, my dad, my mother-in-law, and my brother-in-law, I can talk about every aspect of long-term care services from a personal experience perspective.
My family's needs have helped instill a passion and direction for my practice. I am the Long Term Care Specialist for my local Network Office. With my personal and professional background, my focus is to help my clients and my associates' clients design long-term care insurance plans to meet their personal and financial security goals.
Associations and Memberships
I'm a member of:
- American Association of Long Term Care Professionals
- The Milwaukee Association of Insurance and Financial Advisors
- NAIFA National Association of Insurance and FInancial Advisors
Years of Experience
Representing Northwestern Mutual since 1999.
Education
University of Wisconsin-Milwaukee, Medical Technology (Bachelor of Science)
Professional Designations
I have earned the professional designations of Certified in Long Term Care (CLTC), Chartered Advisor for Senior Living (CASL®) an expertise dedicated to the full range of financial, health, psychological and sociological issues confronting older individuals and Chartered Life Underwriter (CLU®) the highest level of studies in the life insurance profession.
These designations are offered through The American College, the nation's leading non-profit, fully accredited university dedicated to educating financial service professionals. Both designations require extensive business experience prior to admittance to the program. In addition to rigorous course work, there is large emphasis on ethics, culminating with a professional pledge. Once these designations are achieved, CLTC, CASL® and CLU® must maintain a high level of continuing education.
Certified in Long Term Care (CLTC)
The CLTC designation is one of the most extensive educations available for financial professionals in the field of long-term care insurance. Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.
Chartered Advisor for Senior Living (CASL®)
The CASL® designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.
Chartered Life Underwriter (CLU®)
The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice.
Here are my areas of expertise
Financial Planning
Insurance Protection Strategies
Life Insurance Strategies
Retirement Planning & Income Strategies
Education Planning & Funding
Disability Planning
Multigenerational Planning
Estate Planning
How Northwestern Mutual helps you live the life you want.
When people feel better about their money, good things happen—they become more confident and feel more secure. For more than 160 years, Northwestern Mutual has helped people achieve the financial flexibility they need to live more and worry less.
Being a mutual company means Northwestern Mutual reports to its clients, not Wall Street. They don't believe in chasing fads or taking undue risk for short-term gains. Instead, they take a long-term approach—both in the way we help people plan to reach their goals, and in the way they do business. This has served their clients (and mine) well through all kinds of economic ups and downs, including wars, recessions, even the recent pandemic.
It's why I'm happy to be part of a company that's in it for the long-haul and prioritizes clients over profit.
