David Rossett - Northwestern Mutual

Helios Capital Partners is expanding and is currently seeking a Client Service Associate. If you are interested or know someone who might be a good fit, please connect with me.

Helios Capital Partners is looking to hire a Client Service Associate.
DM if interested

Meaningful insights from Strategic Coach, glad to bring them back to our team and clients.

The markets had a strong third quarter despite some economic bumps along the way. Here’s a timely analysis from our chief investment officer about what issues need to be resolved and what it means for investors.

What Some Investors May Be Missing Under the Surface of the Economic Narrative In Northwestern Mutual’s Quarterly Market Commentary, we look at what happened below the surface of a strong quarter for equities and what may come next.

Most successful people we talk to tell us it's difficult to wade through the endless choices in financial planning, hours spent on google, Investopedia, HR at work, talking to friends and maybe even social media looking for clarity. Helios Capital Partners works with our clients quarterbacking the heavy lift to illuminate and achieve what is possible (and maybe gives you back some time as well!)

We continue to believe Northwestern Mutual provides clearly the unsurpassed most comprehensive platform to accomplish our clients’ goals. Last week, Northwestern Mutual announced 2025 dividend increase to 5.5%* (see link to news release below)

From Northwestern Mutual CEO John Schlifske "We stand out in the marketplace because we offer Americans world-class insurance products that deliver industry-leading value alongside a full suite of sophisticated investments — all elegantly combined in a comprehensive, personalized plan by an expert advisor."

Just another reason we are proud to partner with Northwestern Mutual.

Read more: https://www.northwesternmutual.com/life-and-money/northwestern-mutual-expects-record-breaking-dividend-payout/?utm_source=facebook&utm_medium=organic_social&utm_campaign=lifeandmoney&utm_content=lm_planning-with-nm_field&utm_term=dividend-payout-2025&agentid=058466

The major benefit of a life insurance policy is the death benefit—but a permanent life insurance policy comes with additional perks, too. I’d love to show you what else a permanent policy could be doing for you.

Is Permanent Life Insurance Right For Me? Permanent life insurance will pay a death benefit, no matter when you die. Learn more about what permanent life insurance is and how it works.

As your life evolves, your need for life insurance also tends to change. Let’s sit down to make sure your plans match where you’re at in your life.

When Should You Reevaluate Your Life Insurance Coverage? Like many parts of your financial life, life insurance isn’t something you should set and forget.

Quick calculators can give you a reasonable gauge of how much life insurance you need. Together we can pinpoint the exact number and the ideal policy.

How Much Life Insurance Do I Need? To calculate how much life insurance coverage you should have, consider your expenses, your age and different life insurance policy types.

Life insurance is meant to leave behind a legacy, not a tax burden. But, there are a few situations where some people will owe taxes. Let's talk about it.

Is Life Insurance Taxable? The general guideline is that proceeds from life insurance are not taxed—but there are some exceptions.