News & Events

Northwestern Mutual – Dallas Expands Territory to Include Fort Worth

 

Dallas (April 3, 2017)  –  Northwestern Mutual – Dallas announced today a merger with the Northwestern Mutual office based in Fort Worth, which also serves the communities of Wichita Falls, Abilene, Amarillo and Lubbock. This expansion is effective on April 1, 2017.

“Expanding our territory will allow our financial professionals to better serve clients in our communities with their comprehensive planning needs,” said Tait Cruse, managing partner of Northwestern Mutual – Dallas. “I am proud to announce that Jason Luce will head the Fort Worth office, and our shared resources will create a stronger presence in the North Texas region.”

Luce started as a financial representative with Northwestern Mutual in 2005 and became recruiting field director in 2008 and a district director in 2012. He was named managing director in 2017.

“I feel blessed and honored to lead this office, and I am committed to developing our financial professionals so they can best serve their clients’ needs.”

 

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Both Northwestern Mutual – Dallas and its district offices located in Addison, Allen, Frisco, Park Cities, Las Colinas and, now, Fort Worth will have more than 200 financial professionals serving clients from seven Northwestern Mutual offices in North Texas to help people protect and grow their wealth through insurance and investment solutions, including life, disability income and long-term care insurance; annuities; and investments and investment advisory products and services.

Cruse is a native of Dallas and has been a managing partner for Northwestern Mutual since 2004.

 

 

Steve Forbes and John Schlifske on
"The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In Dallas, where there were nearly 700 in attendance, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation. Key insights presented at the events were:
 
  • In the ‘new normal’ consumers should manage risk first. In the ‘new normal’ consumers need to have a plan to manage risks that were once considered remote, such as extreme market volatility. According to Schlifske, successful financial planning means embracing time-tested methods for long-term gains, focusing on steady, consistent growth. 
  • The recovery is real, but we have a long way to go. With the recession and market volatility of 2009 behind us, Schlifske and Forbes agree that the country has entered a recovery phase but note that we will continue to be challenged by flat markets, minimal interest rate returns and threats of inflation or deflation. Forbes stressed that the recovery is a long, steady road that is certain to have ups and downs, but the goal is to employ a strategy that anticipates and overcomes those variances to be positioned for future success. 
  • Post-recession trends include goal-based investing, longer-term plan horizons and a greater appreciation of the risks of over-leveraging. Research conducted by Northwestern Mutual found that consumers are extending their planning timeframes and placing an increased importance on saving.
For more thoughts on these and other business topics, visit the Northwestern Mutual Resource Center of the Forbes.com Fact & Comment page.
 
 
 
 
 
To view additional photos from this event, click here.

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