Robert Ekhaml, CLU®, ChFC®, CASLFinancial Advisor |
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Office: 619-230-8059 600 W Broadway Ste 600 Video IntroductionSign Up for My E-mail NewsletterStay informed on the latest financial security news you can use to help guide your future. Refer a FriendDo you know someone who might share your concerns about financial security? Account AccessCalculatorsClient CenterAdvanced Planning
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Get Involved in Our Volunteer InitiativeWatch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page. Going Green
New Interactive 2009 Annual Report
Our interactive report features clients talking about why they felt secure in an unstable economy. View Interactive Annual Report Northwestern Mutual and Forbes launch the new Fact & Comment page
Dividend AnnouncementNorthwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies. Lessons from the U.S. OpenIt takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board. Managing Your Money In A DownturnNorthwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF). Welcome to the website of Robert Ekhaml, Financial Advisor with Northwestern Mutual Financial Network. Robert and his team support a variety of clients around San Diego County, as well as throughout the United States. Robert is a Financial Advisor in the San Diego Group of Northwestern Mutual Financial Network. Message From Robert Ekhaml Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated. That is where I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best—and worst scenarios. The relationship I establish with you enables me to focus on your needs—what you want for your family and what you are currently doing. Since 1999 I have been helping families like yours in the San Diego area with their insurance and financial security needs. Northwestern Mutual Financial Network News Northwestern Mutual is "America's Most Admired" for an Unprecedented 25th Year- In its 2008 annual survey, FORTUNE magazine ranked Northwestern Mutual as "America's Most Admired" in the life/health insurance industry for a landmark 25th year. Northwestern Mutual is the only company to have led its industry every year it has been included in the prestigious survey of industry professionals and analysts. Click here to learn more! Northwestern Mutual Ranks First in Customer Satisfaction- For the fifth consecutive year, Northwestern Mutual received the highest customer satisfaction score among U.S. life insurers, according to the American Customer Satisfication Index's (ACSI) fourth quarter 2007 report. Click here to read the article! 150 Years of Working Together- Northwestern Mutual has been putting clients first for 150 years so they can put their loved ones first. Click here to visit the company timeline. Northwestern Mutual annouces a record dividend- In 2008, Northwestern Mutual will pay out more than $5 billion in dividends on its participating policies. This amount is not only a record for Northwestern Mutual, but also for all mutual insurance companies. Click here to learn more.
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My MissionAs a Northwestern Mutual Financial Network Representative, Robert Ekhaml's mission is to help you achieve financial security for your family or business. Robert will work with you to help identify your financial goals, suggest a solution to help you reach those goals, and show you ways to implement them. For the Small Business Owner Because small business owners face different tests everyday, Robert enjoys the opportunity to provide value. He specializes in creating business succession solutions that lead to sound conclusions for business owners in the San Diego area.
ROBERT'S FEATURED ARTICLES: Robert Ekhaml is pleased to offer access to a number of articles about life insurance, disability income insurance, and investment solutions for your review. Nonqualified Deferred Compensation Plans An Employee Benefits Package with Real Value Disability and the Small Business Owner How Much Life Insurance Do You Need? The Benefits of Permanent Life Insurance Individual Disability Income Insurance: Protecting Assets Developing Your Investment Strategy Helpful Websites Starting a Family: Is the pitter-patter of little feet in your near future? The Baby Center.com provides articles, a baby name finder, a due date calender and much more. Starting a Family is without question one of the most exciting times in your life. It can also be one of the most stressful times as well. Contact Robert Ekhaml to review your financial needs to ensure your future includes solutions to support your growing family. Children's Guide to Handling Money Wisely: Robert Ekhaml would like to introduce you to a website sponsored by Northwestern Mutual Financial Network that is designed for a very important group of people in our lives...our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Click here to visit the site.
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© 2010, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from your Financial Advisor. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries and affiliates. Robert John Ekhaml is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 600 W Broadway Ste 600 One America Plaza, San Diego, CA 92101-3359, 619-234-3111, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and The San Diego Group are not broker-dealers or registered investment advisers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Robert John Ekhaml is primarily licensed in California and may be licensed in other states. CA License: #0C58448 |
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