Steven J Koppel
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Office: 414-615-1810

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

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Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

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Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

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Consistency Counts

Strength on its own can be impressive. When consistency is added, that’s when it becomes real. At Northwestern Mutual, we’ve been able to deliver real strength for over 150 years. Put our strength to work for you.

Strength that works.

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

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Managing Your Money In A Downturn

Northwestern Mutual was recently featured in The New York Times Wealth Matters column, "Never Mind Your 401(k). How’s Your Insurance?" about the importance of managing risk in the current economic environment, and strategies that the wealthy use to manage not only their money but their overall well-being. Northwestern Mutual Executive Vice President Greg Oberland comments about how people should be rethinking and managing their insurance needs in a downturn. Read the article (PDF).

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.  

 

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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.
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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.
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 *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.