Jude Barbiere

Financial security is something many of us strive to achieve in our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. My passion is to prepare specialized financial strategies to corporations, executives and individuals in a way that focuses on safer alternatives, while applying tax-efficient strategies.

My Practice

Jude works with a team of specialists from Northwestern Mutual to align with the specific needs of each client. Understanding that each client’s needs are unique, Jude provides a customized solution specific to each corporation or individual, focusing on wealth planning and preservation. 

Jude specializes working with banks and corporations to design, administer and assist in the informal financing of Nonqualified Executive Compensation and Benefit Plans and Bank Owned (BOLI) and Corporate Owned Life Insurance (COLI) programs to attract, retain and reward key executives.

Overview of Services

• Bank-Owned Life Insurance (BOLI) is a life insurance policy written on the life of an employee in which the financial institution is the owner, payer, and beneficiary. Financial institutions purchase life insurance to achieve attractive tax-efficient growth and to finance the costs of medical coverage, and post-retirement employee benefits such as group term life insurance and supplemental retirement plans.
• Nonqualified Benefit Plans include:
  • Deferred Compensation Plans
  • Supplemental Executive Retirement Plans
  • Defined Contribution/Short Term Deferred Cash Incentive Plans
  • Defined Contribution/Long Term Incentive Plans
  • Executive Bonus Plans
  • Split Dollar Plans
  • Executive Benefits including Supplemental Life, Disability and Long Term Care Insurance