Mark Neumann
Financial Advisor|CLU®, ChFC®
Personal
Mark has been married for more than 20 years and has five daughters. He enjoys the outdoors and fishes and hunts. He is dedicated to community service including participation in the Safari Club International, inner city youth (Partners with Youth), Men's Ministry Leadership Board, and the Board of Directors of FCA.
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.
Professional
Mark Neumann has been a Northwestern Mutual Financial Representative for almost 30 years. He has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.
CLU® Chartered Life Underwriter
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Mark Neumann, as well as field managers, home office personnel and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.
ChFC® Chartered Financial Consultant
The ChFC designation has been a mark of excellence for almost thirty years. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. ChFC designees must meet experience requirements and adhere to continuing education and ethical standards.
National Association of Insurance and Financial Advisors (NAIFA)
Mark is a member of NAIFA. The mission of NAIFA is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.
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.
Education
University of Wisconsin - Madison, Finance, Marketing, Risk Management and Insurance (Bachelor of Arts)
Awards and Recognition
Mark Neumann is a National Quality Awards qualifier, and has earned this award every year between 1991 and 2010.
The National Quality Award was created in 1944. The NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet the client's needs.
Mark is also a qualifying/life member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Mark has qualified for Million Dollar Round table every year since 1995.
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.
MDRT's Mission
To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.
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.
