Robert E Heiderman
Financial Representative|CLU®, ChFC®
Personal
Robert 'Bob' Heiderman was a long-time resident of Racine-Milwaukee area but recently re-located to Naples, Florida. He and his wife, Lisa, have two adult children, Adam and Rachele. Bob and Lisa enjoy traveling back to Door County, Wisconsin where they previously had maintained a year-round home and participate in many community activities. Bob has also participated in Great Lakes and ocean boating for over 40 years. His other hobbies include music, travel and sports.
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
Robert Heiderman, CLU®, ChFC®, CLTC® has been in the financial services industry since 1970. He has attained his Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations from the American College. Bob has also earned his Certified in Long Term Care (CLTC®) designation.
Years of Experience
Representing Northwestern Mutual since 1970.
Education
Dominican College - Business Administration (Bachelor of Arts, 1970)
Associations and Memberships
Robert Heiderman believes that professional involvement and development is an important aspect to being able to fully provide for his clients. Robert is an active member of the following organizations:
The Chartered Life Underwriter (CLU®) designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. The CLU® designation is the common bond for continuing growth and commitment to professionalism.
The National Association of Insurance and Financial Advisors (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.
Robert Heiderman is a Qualifying/Life Member of the Million Dollar Round Table (MDRT). 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.
The Racine Area Manufacturers and Commerce works to strengthen and maintain a solid, diversified, economic base, one that ensures a healthy business climate and a prosperous, progressive community, promotes and protects the fundamentals of the private free enterprise system as the foundation of our nation, helps its members manage more effectively, efficiently and productively by excelling in the delivery of Personnel, Research and Management Training Services, and provides the necessary business leadership and service in the cooperation with other public and private sectors aimed at improving the quality of life in the Racine area.
The Racine Kenosha Estate Planning Council consists of trust companies and banks that maintain trust departments, lawyers, life underwriters, certified public accountants, and other professionals that are actively involved in the estate planning and employee benefits fields.
Awards and Recognition
- Million Dollar Round Table Qualifying/Life Member 1983-2012
- 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
- National Quality Award 1973, 1975-2010
- Award recognizing persistency and performance
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.
