George Kramer
Wealth Management Advisor|MBA, CLU®, ChFC®, RICP®
Personal
Lifelong resident of Erie Pennsylvania, at a young age George was ingrained in business and finance as a result of a family owned company. When it came time for George to decide his future, receiving a degree in finance was the clear and obvious choice.
George attended Gannon University, where he received his B.S in Finance, going on to earn an M.B.A in Finance soon after.
George joined Northwestern Mutual over 20 years ago and has thoroughly enjoyed it.
When he isn’t preparing financial plans to help his clients better their future, George’s second passion is collecting classic cars and motorcycles. He also takes the time to exercise regularly, and appreciates a good book on his down time.
Professional
George Kramer has earned the Chartered Life Underwriter (CLU®) professional designation, the Chartered Financial Consultant (ChFC®) professional designation and the Retirement Income Certified Professional (RICP) Professional Designation.
Designations
- CLU®: Chartered Life Underwriter (CLU®)
- ChFC®: Chartered Financial Consultant (ChFC®)
Memberships
George Kramer is a member of the National Association of Insurance and Financial Advisors.
Awards
- Million Dollar Round Table (2003-2009 and 2011-2019)
- MDRT is the premiere association of financial professionals. MDRT status is granted for one year and members must apply each year to continue their affiliation with MDRT. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.
- National Quality Award (2000-2006 and 2008-2010, 2011, 2014-2015)
- NAIFA's longest-standing award, the National Quality Award recognizes NAIFA members for competence and dedication as indicated by their persistency records. Those who qualify for the NQA understand their clients' needs. The policies they sell remain in force for when their clients need them most.
Awards and Recognition
- Million Dollar Round Table Life Member (2015-2016)
- MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
- Million Dollar Round Table Qualifying Member (2003-2009, 2011-2012)
- Million Dollar Round Table Qualifying/Life Member (2013-2014, 2017-2018)
- National Association of Insurance and Financial Advisors Quality Award (2011, 2014-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2000-2006, 2008-2010)
- Award recognizing persistency and performance
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.
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.
