David Poznanski, CLU^®

 

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

• Sign Up

Refer a Friend

Do you know someone who might share your concerns about financial security?

• Please introduce me

Calculators

• Estimate Your 401(k)
• APR Calculator for Northwestern Mutual Premiums Paid Other Than Annually
• Is There a Gap in Your Disability Plan?
• Disability Insurance Needs
• More...

Client Center

• Inquiry and Service Information

Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

• Access the
  Advanced Planning Library

 

Get Involved in Our Volunteer Initiative Watch 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 NMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations. Enroll Now

New Interactive 2009 Annual Report Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. 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 Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond. Go to Fact & Comment page

Dividend Announcement Northwestern 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. Click here to read more

Lessons from the U.S. Open It takes both strength and consistency to reach the top of any leader board. See how Northwestern Mutual stacks up on the industry leader board. View Scorecard

Managing Your Money In A Downturn Northwestern 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).

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.

That is where David Poznanski comes in. David Poznanski takes the time to get to know you and your preferences. He can help you anticipate and prepare for the bestand worst scenarios. The relationship established with you enables him to provide you with the guidance you need to make the right choices. When making the most important decisions of your life, it is helpful to have a financial professional like David Poznanski to work with you.

Read what Tom Shaer of ESPN Radio 1000 has to say about David Poznanskis' financial guidance.

"It isn't often that a person can look back on a number of decisions made in one particular area, or with the guidance of one person, and feel satisfaction of knowing those decisions were right. I have for years felt that satisfaction because of you. Your vast experience and creative yet ethical approach have been the primary reasons for how well things have gone. Your diligence, patience, honesty, and personal attention to my insurance, investments, and retirement analysis have been stellar".

View other customer testimonials that illustrate David Poznanskis' abilities as a Financial Representative.

A Children's Guide to Handling Money Wisely
David Poznanski would like to introduce you to a website sponsored by Northwestern Mutual 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. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future! Click The Children's Guide to visit the site.

Featured Articles

• BUSINESS OWNERS Weigh Long-Term Care Options, an article from The Business Journal, discusses how long-term care insurance can offer tax advantages.

Other Articles and Areas of Interest

• Long Term Care Insurance
   
• Life Events' Retirement Article: Thinking About Your Future Personal Needs
   
• Market Analysis and Commentary
   
• Important Calculators for life decisions

My Mission

To help families, individuals and businesses achieve personal and professional long term financial security through the use of insurance, investment products and strategic relationships and a thorough understanding of their goals and intentions.