R David Fritz Jr, CLU®

Financial Representative

Welcome

My passion is to prepare specailized financial strategies to corporations and individuals in a way that aligns in a way with their own mission and values, in order to build a mutually benficial relationship.

 

My Practice

David brings over 30 years of practical working experience in the financial service industry to his clients.  In order to provide the best insight and knowledge available, David works with a team of specialists from Northwestern Mutual to align with the specific needs of each client.  Understanding that each client’s needs are unique, David provides a customized solution specific to each corporation or individual.

David specializes working with banks and corporations to design, administer and assist in the informal financing of Nonqualified Executive Compensation and Benefit Plans and Bank Owned and Corporate Owned Life Insurance programs to attract, retrain and reward key executives. 

 

Overview of Services

  • Bank-Owned Life Insurance (BOLI) is a life insurance policy written on the life of an employee in which the financial institution is the owner, payer, and beneficiary. Financial institutions purchase life insurance to achieve attractive tax-free yields and to finance the costs of medical coverage, and post-retirement employee benefits such as group term life insurance and supplemental retirement plans.

  • Nonqualified Benefit Plans include:

    • Deferred Compensation Plans

    • Supplemental Executive Retirement Plans

    • Defined Contribution/Short Term Deferred Cash Incentive Plans

    • Defined Contribution/Long Term Incentive Plans

    • Executive Bonus Plans

    • Split Dollar Plans

    • Executive Benefits including Supplemental Life, Disability and Long Term Care Insurance

 

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, April 2019 1
  • Highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1 ©2017-2019 and TM, NerdWallet, Inc. All Rights Reserved.

2 A.M. Best Company, A++ (highest), May 2019; Fitch Ratings, AAA (highest), May 2019; Moody's Investors Service, Aaa (highest), September 2018; S&P Global Ratings, AA+ (second highest), June 2019. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3 Measured by 2018 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, May 2019.

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