Steven J Koppel
Contact Me

Office: 414-615-1810

1101 N Market St Ste 100
Milwaukee, WI 53202-3148

My Networks

Video Introduction

Sign Up for My E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend

Do you know someone who might share your concerns about financial security?

Advanced Planning
Library

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

  

Lessons From the World of Golf

For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

View Scorecard

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

Get Involved in Our Volunteer Initiative

Watch how Northwestern Mutual employees and financial representatives are “leaving a legacy” by volunteering nationwide. Tell us how you’re giving back on our Facebook page.

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

Northwestern Mutual Named a Best Internship for 2009

Bloomberg BusinessWeek’s list of the Best Internships ranks Northwestern Mutual’s financial representative internship program 1st in the insurance industry and 23rd overall.

Click here to read more

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find themselves in situations that are more complex and less predictable than they anticipated. That is where Steven J. Koppel comes in.

Steven J. Koppel, JD, CLU, ChFC is the Long Term Care Specialist for the Holter Financial Group of Milwaukee, Wisconsin. As the Long Term Care Specialist, Steve helps individual and corporate clients understand their long-term care needs and provides solutions tailored to their unique situation. 

Working together, Steve can help you anticipate and prepare for the bestand worst scenarios. The relationship Steve establishes with you enables him to focus on your needswhat you want for your family and what you are currently doing. 

Let Steven J. Koppel help you achieve a secure financial future.

Steve Koppel co-authored an award winning book about  planning for seniors and their families.  

 

Calculator

You can find Long-Term Care insurance product information and articles at the following locations on Steve's Web site:

My Mission

My mission is to earn the trust and confidence of every client by continually providing the highest possible level of service.

Together, my team and I make an ongoing commitment to monitor your financial solutions and to service your needs as they change. This commitment is what sets my business apart.

As my client, you can expect to receive professional guidance and advice along with a wide range of high quality products that are backed by a team of professional specialists within the Northwestern Mutual Financial Network.

I encourage you to review my background. My experiences and accomplishments are the foundation of what I have become today and the basis from which I may serve you.

In addition to the work that I do with my private clients, I serve as the Long-Term Care specialist for our Milwaukee office. You may view two video clips on Long-Term Care Planning in the background and qualifications section of my website. 

The New Financial Needs Paradigm
Advances in medical technology, a new awareness around wellness and nutrition, coupled with innovative medical technology that allows people to live independently much longer has pushed the envelope of what life expectancy used to be. However, with this gift of long life comes an inevitability that every family will experience some period of long-term care expenses that are not covered under traditional forms of health insurance. Long-term care insurance has emerged as the financial tool of choice for financial services providers, attorneys, accountants, and social workers to deal with the costs of care.
Play Video

Employee Benefits
Long-Term Care Insurance is the fastest growing employee benefit today. There are two reasons for this. First, employees want this benefit as evidenced by the successful implementation of long-term care programs in over half of the Fortune 500 companies.* Secondly, employers are losing over $29 billion in productivity and time annually, due to long-term care responsibilities of their employees.** Not only will long-term care insurance help attract and retain employees but in the long run, it can help replace productivity.
Play Video

 *Source:SHRM (Society of Human Resources Managers) 2003 Benefits Survey
**Source: Silver, Ivy. "Long-Term Care: Alternate Solutions." Compensation and Benefits Review, Surnac Lake: Nov/Dec 1999.