Jeremy Hertzberg

Financial Advisor Field Director @Northwestern Mutual

Boca Raton, FL, US
EMAILS
j••••••••@nm.com
MOBILE NUMBERS
+15•••••••10

Signup · Get unlimited contacts

WORK HISTORY

Jun 2013 — Present

Financial Advisor Field Director @Northwestern Mutual

View department →

Boca Raton, FL, US

Help people plan to meet their financial goals and plan for risk through a three step process:1. Risk Management2. Wealth Accumulation3. Wealth Preservation and DistributionLife insurance, Disability Income Insurance, Disability Overhead Insurance, Long Term Care Insurance, Fixed and Variable Annuities, Buy-Sell Agreement Funding, Employee Benefits, Estate Planning, Retirement Planning, Education Planning, Investments

EDUCATION

2008 — 2011

Florida Atlantic University

Bachelor of Arts, Psychology

2003 — 2004

Emory University

n/a, Psychology

1990 — 2003

St. Stephens and St. Agnes School

High School Diploma

SKILLS

Wealth ManagementCommercial LinesMicrosoft OfficeCommercial InsuranceLong Term Care InsuranceGeneral InsuranceWealth Management ServicesLife InsuranceDisability InsuranceCustomer ServiceSmall BusinessEmployee BenefitsMedicareRisk ManagementMicrosoft ExcelFinancial PlannersFixed AnnuitiesInvestment StrategiesIrasVariable AnnuitiesBuy-Sell AgreementsHealth InsuranceInsuranceEmployee RelationsSalesWealth AccumulationLiabilityFinancial GoalsBrokersEstate PlanningStrategic Financial PlanningRetirementCasualtyNonprofitsMutual FundsAsset ManagementTime ManagementLegal LiabilityFinancial AnalysisAccount Management

ABOUT JEREMY HERTZBERG

Insurance and Investments

This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.

Jeremy Hertzberg — Email, Phone Number & Contact Info | Unifers