Mark Neumann, CLU®, ChFC®

Financial Representative

Professional

Mark Neumann has been a Northwestern Mutual Financial Representative for almost 30 years.

He has earned the Chartered Life Underwriter (CLU®) and Chartered Financial Consultant (ChFC®) designations.

CLU®
Chartered Life Underwriter
The CLU designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For Financial Representatives such as Mark Neumann, as well as field managers, home office personnel and others involved in providing life insurance products to the public, the CLU designation is the common bond for continuing growth and commitment to professionalism.

ChFC®
Chartered Financial Consultant
The ChFC designation has been a mark of excellence for almost thirty years. Required courses cover extensive education and application training in financial planning, income taxation, investments, and estate and retirement planning. ChFC designees must meet experience requirements and adhere to continuing education and ethical standards.  

 

NAIFAMark is a member of NAIFA.

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

The National Association of Insurance and Financial Advisor (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.

Mark Neumann is a National Quality Awards qualifier, and has earned this award every year between 1991 and 2010.

The National Quality Award was created in 1944, the NQA recognizes agents whose persistency records indicate competence and dedication to the insurance industry and their clients. Agents who win this award have tangible evidence signifying that the products they sell will meet the client's needs.

MDRTMark is also a qualifying/life member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Mark has qualified for Million Dollar Round table every year since 1995.

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.

MDRT's Mission
To be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

Education

Degree Major Institution
Bachelor of Arts Finance, Marketing, Risk Management and Insurance University of Wisconsin - Madison
 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck