Lowell M Plotkin, RICP®

Financial Representative

My Mission

 

My office has a process that we follow; it allows us to stay on track with our clients and prospects.

We have quality discussions with our clients and prospects regarding their goals, current and future; as well as issues they may not have thought about or are uncomfortable talking about.

We provide them with solutions utilizing insurance and investment products through Northwestern Mutual.  We convey a sense of security by helping our clients to effectively and efficiently implement their plans and see their goals accomplished.

People feel very comfortable with us because we are caring, proactive and responsive to their needs.

 
 
 
 
 
 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck