Fact Sheet

Northwestern Mutual fact sheet

Our Business

Northwestern Mutual, its subsidiaries and affiliates offer insurance, investment products and advisory services that address client needs for financial protection, capital accumulation, and estate preservation and distribution. Products and services for the personal, business, estate and pension markets include permanent and term life insurance, disability income insurance, long-term care insurance, annuities, trust services and mutual funds.

Purpose

As a mutual company, Northwestern Mutual exists for the benefit of its policyowners and clients. The company helps its policyowners and clients protect against financial risk and achieve financial security. Participating policyowners share in the financial results of the company through dividends, receiving their insurance at the lowest possible cost.

Policyowners

3.2 million life insurance policyowners with more than 4.9 million policies.

Size

$145 billion in assets. $19.7 billion in revenues. Ranked 112th on the 2007 Fortune 500.

Investments

$122 billion in bonds, mortgage loans, real estate, stocks and other investments (including $11 billion in policy loans) in the general account and $18 billion in separate accounts.

Policy Benefits

$5 billion of benefits paid to policyowners or their beneficiaries.

Disability Income

392,000 policyowners with 625,000 policies.

Long-Term Care

63,000 policies in force with Northwestern Long Term Care Insurance Company.

Annuities

306,000 contracts with assets under management of $13.8 billion.

Investment Products

$6.7 billion in mutual fund sales in 2006.

Ratings & Assessments

  • Received the highest available ratings for financial strength from the four major rating agencies in 2006: Standard & Poor’s, Moody’s Investors Service, Fitch Ratings and A.M. Best.
  • Named “America's Most Admired” company in its category for 24 years, according to 2007 Fortune magazine survey (March 2007).
  • Tied for the highest customer satisfaction score among U.S. life insurers in the University of Michigan's American Customer Satisfaction Index survey for 2006 (February 2007).
  • Northwestern Mutual ranked among the Top 50 “Global All Stars” in a Fortune International magazine survey in which voters across all industries voted for the companies they admire most, in any industry (March 2007).

Founded March 2, 1857

For further information, see our Annual Report on our Web site. Unless indicated otherwise, Northwestern Mutual and its annual statement are the sources for all statistics. The Northwestern Mutual Life Insurance Company (Amounts as of December 31, 2004).

Copyright 2006, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives 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.

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