Northwestern Mutual Financial - Douglas Frye
Northwestern Mutual Financial - Douglas Frye
4625 Highway A1A Ste 9
Vero Beach, FL 32963-1364
Phone:772-231-1222
Your insurance needs are unique. The solutions you choose should feel like a good fit, not a compromise.
Having a better understanding of your overall financial situation is a key step in determining what type(s) of life insurance would best meet your needs.
A solid financial foundation is comprised of assets that provide protection and savings. Choosing these assets requires disciplined and thoughtful consideration including what role life insurance should play in helping you build a solid financial foundation.
When you’re choosing a life insurance policy, it pays to consider your needs and the length of time you’ll need coverage. A financial representative can help you analyze your needs and help you decide if single or joint life insurance is appropriate for your planning goals, which type of policy is best for your budget, and which type of insurance best fits your needs: term, traditional portfolio-based, or a blend of term and traditional portfolio-based. A combination of policies may also be appropriate.
Here are my areas of expertise, which I will use to provide you with customized recommendations that will help you plan for your financial future.
* Personal Needs Analysis
Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.
* Business Needs Analysis
Business owners have special needs. I can help you anticipate those needs--whether they are executive bonus plans to attract and retain key executives, or insurance to protect you and your partners in the event of death or disability. I will work in cooperation with a team of specialists, including your own advisors, to help you develop a strategy that will accomplish your specific financial objectives.
* Retirement Solutions
Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
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