Paul Roa, CLU®, ChFC®Financial Representative |
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Office: 757-476-7706 4071 Ironbound Rd My Networks
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Dividend AnnouncementNorthwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies. Click here to learn more. Build Your Foundation For Life
Disability Insurance for Medical Professionals
To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center. Northwestern Mutual Named #1
See why we’re ranked #1 in the world. 2010 Annual Report
Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future. View Interactive Annual Report Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”
Providing Help and Hope
Go Paperless
What is Long-Term Care and What are Your Options?Click here to learn more. How Much Would a Future Long-Term Care Event Cost?Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care. Research Reveals “Financial Realities” for Americans TodayFollowing the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual. Financial Realities Study: Changing Timeframes Do you apprieciate being able to make informed decisions? Our main focus is to help maximize what you are doing and minimze mistakes. My job is to help you make informed decisions that feel right to you. Your financial decisions reflect the things that you truly value in life, and the people you care about most. We believe your values should dictate your financial choices. As a result, we take a coaching approach, working with you to align your actions with your values. A. Decisions based on a larger view of your life and priorities; B. Ways to understand how your plans impact the most meaningful people in your life; C. Options that can move you closer to achieving your desired results.
Recomended Articles What's Key for Your Business? Paul Roa recommends this article for business owners interested in learning how key person life and disability insurance can help a business protect itself against the financial risk associated with losing a key employee. Long-term care is becoming a more and more common expense for Americans. For people interested in learning more about the need for long-term care insurance, Paul Roa recommends the article Addressing a Long-Term Care Concern. Many of Paul Roa's clients ask him where they can find more information on estate taxes and charitable giving. The article "Gifting" Can Provide an Effective Estate Distribution is one that Paul recommends for clients desiring an overview of the subject. Important Links Northwestern Mutual Financial Network Homepage Links Dividends on Northwestern Mutual Long Term Care. |
My MissionBy matching your needs and desires with innovative solutions Paul Roa will strive to help you protect and provide for those people you care about most. He will work hard to build a relationship with you based on trust and integrity, always looking to excel in providing you with the same level of ethical service that he would expect for himself. Paul can provide innovative solutions using world-class insurance services and internationally recognized investment products. Northwestern MutualWe provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience. What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed. |
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© 2012, The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. Northwestern Mutual is the fleet name for The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM), and its subsidiaries. Northwestern Mutual Financial Network is the marketing name for the sales and distribution arm of Northwestern Mutual. Paul Roa is an Insurance Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance), and a Registered Representative of Northwestern Mutual Investment Services, LLC, 3901 Westerre Pkwy Ste 300, Richmond, VA 23233, 804-346-5466, a wholly-owned company of NM, broker-dealer and member FINRA (www.finra.org) and SIPC (www.sipc.org). NM and Northwestern Mutual - The Virginia Peninsula Group are not broker-dealers. There may be instances when this agent represents insurance companies in addition to NM or its affiliates. The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network Representatives and their staff might not represent all entities shown or provide all the services discussed on this Web site. Not all products and services are available in all states. Paul Roa is primarily licensed in Virginia and may be licensed in other states. CA License: #0523737 |
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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 each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.
