Jeffrey H Weil

Financial Advisor|CLTC®

262-241-2719 262-241-2719

12200 N Corporate Pkwy Ste 200, Mequon, WI 53092

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Personal

Jeffrey Weil is a lifetime Milwaukee area resident; he currently resides in Thiensville with his fiancé, Samantha and their daughter, Jentry. Jeff also has two grown children, Justin and Jessica.

In his free time he enjoys attending local sporting events, bowling, fishing and volunteering.

In addition, Jeff participates in various American Cancer Society events and the annual Multiple Sclerosis Walk.

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.

Visit partner website

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.

Visit partner website

Professional

Jeffrey Weil joined Northwestern Mutual in 2005; he not only changed careers but changed industries and left the hospitality business after 19 years to pursue a career that would allow him to use his finance background. Jeff became a client of Northwestern Mutual and was impressed with the integrity of the company and quality of the products; becoming a client moved him to learn more about a career with Northwestern Mutual.

Jeffrey Weil also realized his strong work ethic and family values aligned well with that of Northwestern Mutual. His father worked six days a week and passed away when Jeff was 12 years old; this experience gave him the inspiration to work in a field which gave him the flexibility he needed to make sure he could spend as much time with his family as possible. This was the driving force in his early career years, and as a result of long hours and unending energy, he now has the flexibility, along with virtually unlimited income potential, that he worked so hard to realize.

Years of Experience

Representing Northwestern Mutual since 2005.

Awards and Recognition

Million Dollar Round Table Qualifying Member 2008-2011
- 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
National Association of Insurance and Financial Advisors Quality Award 2011-2014
- Award recognizing commitment to excellence in service to clients and industry
National Quality Award 2007-2010
- Award recognizing persistency and performance
National Sales Achievement Award 2008-2010
- Award recognizing performance

Associations and Memberships

Jeffrey Weil applies a holistic approach to ensuring his clients’ needs are taken care of and enjoys working with a diverse clientele. Through personal commitment, professional associations and continuing education, Jeff Weil has worked hard to establish a reputation as a respected professional and to gain the trust of clients. Jeff is an active member of the following:

The Certification in Long-Term Care (CLTC) program is the long-term care insurance industry's only independent professional designation. Created in 1999, the course is focused on the field of long-term care and provides legal, accounting, insurance and financial service professionals the critical tools necessary to address the subject matter with their middle-age clients.
The National Association of Insurance and Financial Advisors (NAIFA) is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation’s largest financial services membership association.

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.