Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Financial Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.

In 2006, I achieved my first designation as CLU®- Chartered Life Underwriter.  This designation is the world's most respected designation of insurance expertise and provides an in-depth knowledge on the insurance needs of individuals, business owners and professional clients.

In 2009, my ChFC®- Chartered Financial Consultant- designation was achieved.  This provides in-depth coverage of the key financial planning disciplines, including insurance, income taxation, retirement planning, investments and estate planning. This broadened my confidence to assist clients in making well-rounded financial decisions.

2012 found me studying again for the CASL® designation-Chartered Advisor for Senior Living.  That was accomplished and covers a broad range of financial topics including health insurance, long term care financing, pension planning, trusts, Medicare and Medicaid supplemental planning, financial and estate planning and more.

2015 brought my fourth professional designation- RICP- Retirement Income Certified Professional. While many financial professionals are experts at wealth accumulation, there is an urgent demand for practical ways to structure effective retirement income plans. The risks clients face-economic and market uncertainty, inflation, outliving available income, changes in social safety nets, and rapidly escalating healthcare costs-mean financial professionals need all the latest thinking and techniques to serve their clients' changing needs. This helps me prepare you to be able to:

  1. Create an effective retirement income plan to maintain your desired lifestyle over the course of retirement.
  2. Identify retirement income needs and objectives and evaluate your current situation relative to those goals.
  3. Determine the optimal retirement age, and choose appropriate annuities for the retirement income plan.
  4. Become more familiar with the latest research on strategies for ensuring that retirement assets last a lifetime.
  5. Select a method for funding long-term care needs.

Together, we can create and manage retirement income portfolios appropriate for your individual situation.

 

 

Years of Experience

Representing Northwestern Mutual since 2000.

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017-2019

Award recognizing commitment to excellence in service to clients and industry

Jeanne Kerkhoff, CLU®, ChFC®, CASL®, RICP®

Financial Representative

 

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