Sara Samuels, J.D., CLU®, RICP®

Wealth Management Advisor

Professional

Sara Samuels began her relationship with Northwestern Mutual as a client with The McTigue Financial Group, while still a practicing litigation attorney and part-time fitness trainer. However, Sara desired the opportunity to be directly involved in assisting people to attain financial well-being and form long-term relationships, just as her own representative had done for her; and now works with families and businesses as their advocates.

Designations

Chartered Life Underwriter® (CLU®)

The CLU® is the premier designation for insurance professionals. Launched in 1927, the Chartered Life Underwriter (CLU®) is the insurance profession's oldest standard of excellence. Today, it continues to be the credential for practitioners who desire to provide their clients with the security of life insurance and risk management. Since its inception, tens of thousands of financial services professionals have obtained this prestigious designation. With particular emphasis placed on ethics and commitment to clients, the CLU® has earned a distinguished reputation backed by security and stewardship.

Retirement Income Certified Professional® (RICP®) 

A properly planned retirement can be the difference between years of hardship and years of relaxation. As a retirement income planner, it’s my responsibility to provide my clients with the guidance needed to make fruitful decisions that can support you and your families in the long run.

Offered exclusively through The American College, the RICP® designation involves completing three in-depth courses covering the full retirement planning process.


Awards and Recognition

Million Dollar Round Table Qualifying Member 2013, 2017, 2019-2020

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 Association of Insurance and Financial Advisors Quality Award 2012-2014

Award recognizing commitment to excellence in service to clients and industry.

 

 

 

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck