Professional
Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.
Designations
CLU®
Tim Neumann has earned the Chartered Life Underwriter (CLU®) designation.
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 ®
Tim has earned the Chartered Financial Consultant (ChFC®) designation.
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 services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.
Awards
Tim Neumann led Northwestern Mutual in both lives and new clients for the 2009-2010 awards year.
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Million Dollar Round Table Provisional Member 1987
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT
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Million Dollar Round Table Qualifying Member 1988-1995
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT |
Million Dollar Round Table Qualifying/Life Member 1996-2010
MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT |
National Quality Award 1988-2010
Award recognizing persistency and performance |
National Sales Achievement Award 1986-2010
Award recognizing performance |
Education
| Degree |
Major |
Institution |
| Bachelor of Business Administration |
Marketing |
Wisconsin, U of (Oshkosh) |
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