Williamson Jay

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Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend
Do you know someone who might share your concerns about financial security?

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

Northwestern Mutual announced a 2011 payout of nearly 4.9 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Lessons From the World of Golf
For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

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

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

New Interactive 2009 Annual Report
Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.
Our interactive report features clients talking about why they felt secure in an unstable economy.
View Interactive Annual Report
Northwestern Mutual and Forbes launch the new Fact & Comment page
Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.
Go to Fact & Comment page
A Message from Jay Williamson
Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals. Jay Williamson combines his experience with your goals to offer you expert guidance and innovative solutions.
Jay Williamson utilizes a four-step process to help you plan for the future and help protect you if life takes an unexpected turn.
Ask you questions: Before Jay can advise you about any of the strategies that might be appropriate in your situation, he needs to learn about you.

Analyze the information: Jay provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
Make recommendations: Jay prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
Keep in touch: Nobody's situation stays the same. As yours changes, Jay will review your plan, and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation.

Jay Williamson is committed to ensuring that your family's needs will be met with care, expertise, and an understanding of your unique circumstances and individual goals.
Northwestern Mutual Financial Network News
Northwestern Mutual Is "America's Most Admired" for an Unprecedented 25th Year

Northwestern Mutual has collected top honors in the life/health sector of FORTUNE magazine’s “America’s Most Admired Companies” survey for 25 years, including 2008. The Milwaukee firm is the only company to place first every year it was ranked.

Northwestern Mutual Ranks First in Customer Satisfaction
For the fifth consecutive year, Northwestern Mutual received the highest customer satisfaction score among U.S. life insurers, according to the American Customer Satisfaction Index’s (ACSI) fourth quarter 2007 report.

CEO with a Plan
Northwestern Mutual CEO Ed Zore featured on the cover of Selling Power magazine.

Northwestern Mutual announces a record dividend
In 2008, Northwestern Mutual will pay out more than $5 billion in dividends on its participating policies. This amount is not only a record for Northwestern Mutual, but also for all mutual insurance companies.

150 Years of Working Together: Northwestern Mutual has been putting clients first for 150 years so they can put their loved ones first.

Northwestern Mutual's CEO on CNBC: CEO Ed Zore appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy.

Articles and Web Sites
Starting a Family: Is the pitter-patter of little feet in your near future? The Baby Center provides articles, a baby name finder, a due date calendar and much more. Starting a family is without question one of the most exciting times in your life. It can be one of the most stressful times as well. Contact Steve Braun to review your financial needs to ensure your future includes solutions to support your growing family.
Children´s Guide to Handling Money Wisely: Steve Braun would like to introduce you to a website sponsored by Northwestern Mutual Financial Networkthat is designed for a very important group of people in our lives . . . our children! Learning to handle money wisely is a lesson that desperately needs to be learned at a young age. Our kids, grandkids, nieces, and nephews are the ones that will be shaping our world in the near future!

As a financial advisor, Jay Williamson looks first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is Jay's approach to helping you shape it and attain it.
Simply put, Jay's mission is to help you secure your family's or business's future and protect what's important to you.

Here are my areas of expertise which I will use to provide you with customized recommendations that will help you plan for your financial future.

Personal Needs Analysis
Financial security is often a major objective in each of our lives. How financial security is defined varies from family to family and individual to individual. Through a personal needs analysis, I will let you know where you stand relative to where you want to be, and provide you with specific solutions that can help make your goals a reality.

Assets that take years to accumulate can be consumed in a fraction of the time after a breadwinner dies or when an individual requires specialized care on an extended basis. Life insurance policies are designed with different needs in mind. Whether you are looking for temporary protection, lifelong protection, an efficient transfer of assets through your estate, or cash value accumulation, my expertise in personal life insurance can help you protect what's important to you, secure your future and improve your life.

Longer life expectancies and early retirements make sound insurance and investment choices essential. I will help you prepare to enter your retirement years. With an increasing number of choices and ever-changing tax laws, the Network offers me access to financial advisors and specialists I can call upon for recommendations and assistance. Pension plans, 401(k) and 403(b) plans, IRAs, Roth IRAs, mutual funds and annuities, as well as variable and portfolio-based life insurance are just some of the alternatives available to you.
Long-Term Care Insurance
Offered through Northwestern Long Term Care Insurance Company Long-Term Care insurance provides benefits in the event of a long-term illness or injury. Owning a long-term care insurance policy also provides you choices in deciding where or how you receive care. Let me help you prepare for this situation with long-term care insurance.

What will happen to your business when you retire, or if you become permanently disabled or die? What's the value of your business, and how much is each owner's share worth? As a business owner, you know how many years you have invested in your business. Wanting it to continue is natural. Because I specialize in business succession planning, I can help you answer these and other questions. Together we can develop a plan to help ensure a smooth transfer of your business.

Before you agree to receive the financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. Tthese may be obtained from Jay Williamson.