Rachel Dix
Financial Planning
- Role
- Shared Business Services-wealth Operations Manager at Northwestern Mutual
- Location
- Milwaukee, WI, US
- LinkedIn followers
- 500 followers
OperationsView LinkedIn profile
Experience
Shared Business Services-wealth Operations Manager
Sep 2024 — Present · Milwaukee, WI, US
Education
University of Wisconsin-Milwaukee
Bachelor of Science (BS)
Skills
- Variable Annuities
- Business Overhead Expense
- Charitable Giving
- Wealth Accumulation Strategies
- Roth Ira
- Simple Ira
- Informal Business Valuation
- 401k
- Wealth Accumulation
- Financial Needs Analysis
- Sep Ira
- Retirement Planning
- College Funding Strategies
- Asset Allocation
- Mutual Funds
- 401(K), 403(B) Sep & Simple Iras
- Tax-Deferred Savings
- Income Protection
- Survivor Income
- 403b
- Long Term Care Insurance
- Key Person Insurance
- Deferred Compensation Plans
- Executive Benefit Strategies
- Buy-Sell Review
- Traditional Ira
- Buy-Sell Agreements
- Fixed Annuities
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