Richard Worrell, CLU^®, CLTC, CFP^®

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Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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Build Your Foundation For Life

See how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Physicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

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Go Paperless

NMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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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).

Northwestern Mutual Financial Network News

FORTUNE magazine survey names Northwestern Mutual "America's Most Admired" for unprecedented 25th time
Northwestern Mutual is the only company, in any industry, to have received this recognition every year.

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Northwestern Mutual ranks first in customer satisfaction
Northwestern Mutual ranks #1 in customer satisfaction among U.S. life insurers for the fifth consecutive year.

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My Mission

Richard Worrell represents one of the finest financial services companies—Northwestern Mutual. His efforts and integrity similarly should be without compromise. He recognizes the quality of the client relationship as the linchpin for success: Only by developing a full understanding of the situation can he determine the most appropriate course of action, and only by fostering an ongoing free exchange of information can he keep the client headed in the right direction.

Richard Worrell Wins Community Service Award from the Northwestern Mutual Foundation

Easter Seals UCP of North Carolina is receiving a $25,000 grant from the Northwestern Mutual Foundation in recognition of Financial Advisor Richard Worrell's outstanding volunteer involvement, as part of the company’s 17th annual national Community Service Award program. Worrell is one of 26 financial representatives being recognized as top volunteers. Since the start of the Community Service Award program in 1995, the Northwestern Mutual Foundation has donated more than $3 million on behalf of its representatives to over 300 non-profit organizations across the country.

For more information, visit Richard's Community Involvement page.

Richard Worrell has been a resource for the Greater Charlotte area since 1996

Richard Worrell is a Financial Advisor and Managing Director of the Northwestern Mutual Financial Network – Charlotte office. Richard Worrell and his team serve a variety of clients in the greater Charlotte area with special emphasis on assisting business owners and other individuals with products and services such as long-term care insurance and estate solutions.

Hard work usually is essential in the quest for a secure financial future, but rarely can it do the job all by itself. Individuals and organizations may spend decades driving toward their goals only to find out one day that the resources generated are insufficient to satisfy needs. This can happen if anticipated needs or the ability to satisfy them are miscalculated, or if an unexpected event or change in conditions occurs to upset the equation. Regardless of the cause, nobody wants decades of hard work to culminate in financial vulnerability.

Richard Worrell can help increase the chances that your hard work will be sufficient to satisfy your needs. He starts by learning all he can about you or your organization through conversation about the present, past and expected future, often raising issues that hadn’t been considered. Next Richard Worrell formulates financial solutions targeted to your needs and dreams. After implementing your choices, he keeps in touch to provide new suggestions as evolving conditions warrant.

Richard is the Chairman of the Easter Seals UCP Advisory Board of Charlotte, NC.  Northwestern Mutual wrote an article regarding a group of his peers donation to the school which serves children age 6 months to 6 yrs old that have special needs.  Please click here to view the article.

Review these pages to learn more about Richard Worrell and his team, and then contact him to begin building protection for your efforts.

Northwestern Mutual-Charlotte Honored with Community Impact Award

Richard Worrell, managing director of the Northwestern Mutual - Charlotte office and his team are the recipients of the 2010 Community Impact Award for their work with Easter Seals United Cerebral Palsy (UCP) of North Carolina and Virginia. In recognition of the Charlotte Office's ongoing support, the Northwestern Mutual Foundation is making a $50,000 grant to Easter Seals UCP to create additional opportunities for children and adults with disabilities throughout North Carolina and Virgina. For more information, visit our Community Involvement page.