ALERT: In order to provide an improved user experience, we are making enhancements to how you will access content currently on the Advanced Planning Library. Changes will be communicated in the coming months. In the meantime, Northwestern Mutual Financial Advisors and outside advisors will continue to have access to all of the content currently in the Library. As of June 1, 2023, existing content will not be updated. Northwestern Mutual Financial Advisors and staff should contact the Advanced Planning phone support line with questions. During the transition, Northwestern Mutual Financial Advisors and staff will have access to updated content related to the SECURE 2.0 Act on Linknet: SECURE 2.0 Act. Please note, this will not be accessible to outside advisors.
Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, law school professors, business school professors, actuarial consultants, planned giving professionals working for charitable organizations, and retirement plan consultants who are sponsored by Northwestern Mutual Financial Representatives. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.
About the Advanced Planning Division:
Email Delivery for Bulletins
To begin receiving the Advanced Planning Bulletin via email as of the next regularly scheduled issue, email AP-SUPPORT@northwesternmutual.com to request addition to the HO distribution list.
To begin receiving the Advanced Planning Bulletin, contact your Financial Representative to request being added to the quarterly email distribution list.
To begin receiving Advanced Planning Bulletin via email as of the next regularly scheduled issue, subscribe yourself through CRM Engage. Visit the Linknet page to learn more about how to use this email marketing tool.
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NOTE TO non-NM Advisors:
If you have any questions regarding specific content of The Advanced Planning Library, or if you would like a hard copy of any Advanced Planning Publication, please contact the Northwestern Mutual Financial Representative who has sponsored your access to this web site.
This publication is not intended as legal or tax advice. This information was compiled by The Northwestern Mutual Life Insurance Company. It is intended solely for the information and education and/or promotional purposes of Northwestern Mutual financial representatives and COIs with whom they work. It must not be used as a basis for legal or tax advice, and is not intended to be used and cannot be used to avoid any penalties that may be imposed on a taxpayer. Financial representatives do not give legal or tax advice. Taxpayers should seek advice based on their particular circumstances from an independent tax advisor. Tax and other planning developments after the original date of publication may affect these discussions.
© 2016 The Northwestern Mutual Life Insurance Company, Milwaukee, WI.
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