Jeffrey J Rainer, ChFC®, CLU®, RICP®, CASL®, CLTC

Wealth Management Advisor

Professional

My mission is to help my clients attain financial security for their families and businesses. Since you cannot predict the future, I will help you prepare for the best and worst case scenarios and create a long-term relationship based on quality service and integrity. 

Awards and Recognition

  • National Quality Award: 2001, 2005, 2008-2016
  • Million Dollar Round Table: 2010, 2012-2016

Education

  • ChFC® (Chartered Financial Consultant)
    • Sponsored by The American College, designees complete nine college-level self-study courses in financial planning, income taxation, investments, and estate and retirement planning; meet experience and continuing education requirements; and comply with the college's Code of Ethics.
  • CLU® (Chartered Life Underwriter)
    • Sponsored by The American College, designees complete eight college-level self-study courses related to life insurance, insurance and financial planning, and estate and business planning; met experience and continuing education requirements; and comply with the college's Code of Ethics.
  • RICP® (Retirement Income Certified Professional) 
    • Sponsored by The American College, RICP® is a complete and comprehensive program available to professional financial individuals looking to help their clients create sustainable retirement income. The three-course credential helps perfect retirement income planning, a key focus area not fully covered in other professional designation programs.  Using the most current techniques, RICP® identifies retirement income needs and objectives and evaluates a client's current situation relative to those goals. The RICP® provides a wealth of practical information for clients, from annuities to the best employer-sponsored benefits.
  • CASL® (Chartered Advisor for Senior Living)
    • Sponsored by The American College, designees complete five college-level self-study courses in investments, estate planning, health and long-term care financing, and financial decisions for retirement; meet experience and continuing education requirements; and comply with the college's Code of Ethics.
  • CLTC (Certified Long-Term Care)
    • The Corporation for Long-Term Care Certification is the long-term care insurance industry's only independent professional designation. Created in 1999, financial professionals holding this designation are focused on the field of long-term care and know the right questions to ask. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance.
 

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