Personal

Mike Rosenman lives in Pleasantville, Westchester County, with his wife Michelle.  They have two grown children.

Mike enjoys road cycling, Yankees baseball, music, wine and bourbon. Picking up on his pre-Northwestern Mutual career as a musician and producer, he plays keyboards in local rock bands and musical projects for fun.

Professional

Mike Rosenman joined the Northwestern Mutual Financial Network in 2001 after 23 years as a musician, composer and music producer.

Starting a new career the week when 9/11 happened was certainly challenging. Reflecting back on the last 22+ years however is most gratifying, as Mike has been able to help hundreds of clients plan for and protect their life goals.

Mike is particularly passionate in helping clients plan for retirement and estate transfer, and in working with owners of closely-held businesses.


Designations

  • Chartered Life Underwriter (CLU®)
  • Chartered Financial Consultant (ChFC®)
  • Chartered Advisor for Senior Living (CASL®)
  • Accredited Estate Planner (AEP®)
  • Retirement Income Certified Professional (RICP®) 

 

Associations and Memberships

  • Member, NAIFA (NAIFA Quality Award Winner 2011-2016)
  • Qualifying and Life Member, MDRT (Million Dollar Round Table) 
  • Member and Officer, Estate Planning Council of Westchester County


Years of Experience

Representing Northwestern Mutual since 2001.

 

Education

Pennsylvania, U of  - Communications (Bachelor of Arts) 

 

Awards and Recognition

  • Million Dollar Round Table Life Member 2010
    • 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 2004-2008
    • 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/Life Member 2009, 2011-2022
    • MDRT is the premier association of financial professionals. 
  • National Association of Insurance and Financial Advisors Quality Award 2011-2016
    • Award recognizing commitment to excellence in service to clients and industry
  • National Quality Award 2005-2010
    • Award recognizing persistency and performance

Here are my areas of expertise

Financial Planning

Life Insurance Strategies

Business Planning

Retirement Planning & Income Strategies

Disability Planning

Estate Planning

Planning for Special Needs

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.

Downtown Milwaukee, WI Skyline