Trey Jensen - Northwestern Mutual

07/10/2024

You work hard, let me help your retirement savings work even harder.
*Planning and Progress Study, 2024

07/03/2024

Compare the pictures above to see if you can spot the financial blind spots, or the differences. It may be easy for you to do, but that's not always the case in real life. For those blind spots, I'm here to not only help you see them, but also help you fill in the financial gaps. http://spr.ly/61845QIF2

07/01/2024

According to Northwestern Mutual’s 2024 Consumer Financial Blind Spots survey, 87 percent of Americans say they have blind spots in their financial plans. Take our self-assessment to find out what you may be missing. Then let’s find a better way to money, together.

Take our online self-assessment to evaluate your financial plan. Find out if you have blind spots and uncover opportunities for a better way to money.

06/24/2024

We get a lot of questions from folks who try to compare whole life insurance to other financial options. But it’s tough to make such a comparison because whole life insurance is truly unique. This piece does a great job explaining why.

There’s a lot more to whole life insurance than its death benefit.

06/20/2024

I ask better questions to get to the better answers which then brings you closer to—you guessed it—a better way to money. Because when it comes to your financial future, I'm not playing games. Reach out now and let’s have a better conversation. http://spr.ly/61855KL8U

06/19/2024

Your personal future depends on your financial future. And now’s the time to start planning. Historic tax changes are right around the corner. Reach out soon and let’s make sure you’re prepared.

06/17/2024

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general. Reach out to get started on yours.

Research shows a comprehensive financial plan with Northwestern Mutual can help you feel better about your money—and life in general.

06/13/2024

Some folks are more accepting, others more cautious. See where you stack up—and how Northwestern Mutual is approaching AI.

How comfortable are you when it comes to AI and your money? See how we’re thinking about AI at Northwestern Mutual.

06/10/2024

81% of clients with a comprehensive plan said they feel optimistic after partnering with someone like me on planning their financial future. How’s that? Well, I ask better questions to have better conversations which then leads to a better way to money.

Source: Assessing the Value of a Holistic Advisor, Dr. Hal Hershfield, 2023

06/07/2024

Taxes are set to rise substantially in 2026 for owners of LLCs, partnerships, sole proprietorships and S-Corps. But there’s still time to take advantage of today’s lower tax rates. Reach out today and let’s work together to get prepared.

06/05/2024

When we’re better, you’re better. Our holistic financial planning approach is designed to deliver superior outcomes, so you feel good about your money and your life. Reach out to find out more about a better way to money. http://spr.ly/6188eFj0m

06/05/2024

Learn more about this tool for securing your financial future—it’s not just for the rich.

A trust lets a trustee hold assets on behalf of a beneficiary or beneficiaries. Learn what a trust is, how it works, types of trusts and how to set up a trust.