Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual 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. I am fully licensed in life, long-term care, and disability income insurance in addition to being a Registered Representative of Northwestern Mutual Investment Services, LLC (NMIS). I hold the Series 6, 63 & 7 security licenses as well.

Certifications & Designations

CERTIFIED FINANCIAL PLANNER™ (CFP®) certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

Chartered Life Underwriter® (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant® (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Jennifer Steil, CFP®, CLU®, ChFC®  has qualified for the NAIFA Quality Award from the National Association of Insurance and Financial Advisors.

The NAIFA Quality Award recognizes professionalism through education and earned designations, production measured by performance metrics customized for each practice specialty, adherence to the NAIFA code of ethics, and service to the industry association.  This honor, recognizes financial advisors for their competence and dedication to the insurance industry and their clients.

Jennifer Steil, CFP®, ChFC®, CLU®, RICP®

Financial Advisor

 

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