Marnie Tate
Financial Representative|CLU®, ChFC®
Personal
Marnie is a long time resident of Fort Walton Beach, Florida where she lives with her husband, Rodger. Marnie has a son, Jason, living in London with his wife, Jennifer, and daughters Ashlyn and Kensie and son, Garrett. Her son Justin lives in Destin, FL with his daughter, Abbey Leigh and son, Justin Jr. Marnie also has a daughter, Jennifer, living in Fort Walton Beach, FL with her husband Steven, son Baylen and daughter Joanie.
Marnie is the author of a book titled "A Passion For Living". She enjoys yoga, reading, gardening, hiking and ballroom dancing.
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
Marnie has been a financial representative since 1981 and came from the banking business where she was a Branch Manager and Loan Officer. Marnie is a Long Term Care and Life Specialist.
Certifications and Designations
Marnie has obtained the following professional certifications and designations to further enhance her ability to provide financial solutions to her clients:
- Chartered Life Underwriter (CLU®)
The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. For financial representatives, the CLU® designation symbolizes continuing growth and commitment to professionalism. - Chartered Financial Consultant (ChFC®)
The ChFC® designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. - Certified in Long-Term Care (CLTC®)
The CLTC® program is the long-term care insurance industry's only independent professional designation. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.
Associations and Memberships
- Member of the National Association of Insurance and Financial Advisors (NAIFA)
- First Female President, Fort Walton Beach Chamber of Commerce
- Past President, Physician's Nationwide (First female to hold this National office)
- Past President, Northwestern Mutual Association of Advanced Professional Studies (First female to hold this National office)
- Greater Fort Walton Beach Chamber of Commerce
- American Business Women's Association
- Impact 100
Years of Experience
Representing Northwestern Mutual since 1981.
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.
