Brian M Jones

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Brian M Jones, CFP®, CPA, CLU®, CLTC
Wealth Management Advisor

One Reservoir Office Park
1449 Old Waterbury Road Suite 201

Southbury, CT 06488-3926

Phone: 203-264-8881

Fax: 203-264-8889

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Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Steve Forbes and John Schlifske on “Econo-ME: Redefining the Rules of Financial Security”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske.  The three day tour saw over 3,500 attendees and included panel discussions in Baltimore, MD; Birmingham, AL; Los Angeles, CA; New Orleans, LA; San Francisco, CA; and Washington, DC.  In each city, Steve and John shared their perspectives on the economy, the markets, and how individuals and business owners must redefine the rules of financial security during times of market volatility.

For more thoughts on these and other business topics, visit the Northwestern Mutual Special Feature on Forbes.com.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

Build Your Foundation

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Do you know the six biggest risks to a secure retirement and how to plan for them?

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Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.