Richard J Jacobs
Financial Representative|LUTCF®, CLTC®
Professional
Richard Jacobs started his career in the financial services industry in 1991 with a major financial services firm. In 1996, and after much success, Richard decided to open his own practice with Northwestern Mutual. Rich has built a solid financial planning practice based in Melville, New York. Richard has been with Northwestern Mutual for over 20 years.
Career Achievements
Richard Jacobs has earned numerous awards throughout his career, including the National Sales Achievement Award and National Quality Award. In 2001, he was awarded the Rudolph F. Stegemann Award. See more achievements below.
Years of Experience
Representing Northwestern Mutual since 1996.
Education
State University of NY at Stony Brook - Economics (Bachelor of Arts)
Awards and Recognition
- National Association of Insurance and Financial Advisors Quality Award (2011-2015)
- Award recognizing commitment to excellence in service to clients and industry
- National Quality Award (2000-2010)
- Award recognizing persistency and performance
- National Sales Achievement Award (2002, 2004)
- Award recognizing performance
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.
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.
