Rod L Steffen
Financial Advisor|CLU®, CFP®, ChFC®, RICP®
Professional
Our Mission
“Our mission is to bring value, direction, and solutions to our clients that protect their businesses, families, and lifestyles."
–Rod Steffen
As a graduate of the University of Illinois, Rod started his career in the insurance and financial industry in 1985 and began to represent the Northwestern Mutual Financial Network in 1988.
As a small business owner since 1994, Rod has developed a special understanding of the challenges and needs of the business owner, particularly in area of business continuation planning and designing employee benefit programs to attract and retain key employees.
Designations
In order to further his education, Rod has earned the following designations:
CLU® Chartered Life Underwriter
Rod Steffen received his CLU® in July 2008 from The American College.
The CLU® designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. For financial representatives, field management, home office personnel, and others involved in providing life insurance products, the CLU® designation symbolizes continuing growth and commitment to professionalism.
CFP® CERTIFIED FINANCIAL PLANNER™
Rod Steffen received his CFP® in July 1998 from the CFP® Board
The CFP® certification is one of the most recognized financial planning marks in the world. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.
Professional Associations and Awards
- Member of the National Association of Insurance and Financial Advisors (NAIFA)
- National Quality Award 2008-2010
- Award recognizing persistency and performance
- National Sales Achievement Award 2007, 2010
- 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.
