Professional

Julie Colbert has been with Northwestern Mutual for 30 years, beginning her career with the company as a Financial Representative after graduating from Millsaps College in Jackson, MS. She is committed to providing clients with innovative, relevant solutions for their personal and business needs.

Julie has earned the following designations: 

• CLU: The 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.

• ChFC: The 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 service professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients. 

Resources

• The Advanced Planning Library  is a free online research site that contains a wealth of valuable information on tax, insurance, business, retirement and estate planning.

• Today's Retirement Planning: Getting To and Through Retirement  – Explains different strategies for accumulation and distribution and the differences

• It is important to include long-term care planning as part of any comprehensive financial plan. Hear why your peers think so in this short video, "Doing What's Right: Planning for Clients with LTC"