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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.

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