Professional

Before I can speak intelligently about the services that might be appropriate for you and your family, I need to get to know you. And, before you can feel comfortable sharing your goals and dreams, you need to get to know me.

Background

Doug Steinhauser began his association with Northwestern Mutual as an intern in 1996 before graduating from The University of Toledo in 1998 and embarking on his career. Doug graduated with a Bachelor of Business Administration with a concentration in finance.

In May of 1998 Doug became a full time Financial Representative with Northwestern Mutual

Professional Designations and Certification

Doug Steinhauser has earned a number of professional designations including Chartered Life Underwriter (CLU®), the highest level of studies in the life insurance profession; Chartered Financial Consultant (ChFC®), the most extensive education for financial solutions professionals; Chartered Advisor for Senior Living (CASL®),  an expertise dedicated to the full range of financial, health, psychological and sociological issues confronting older individuals.

 

 

 

 

 

 

 

 

 

 

 

 

 

The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

The Chartered Advisor for Senior Living (CASL®) designation focuses exclusively on the unique needs of mature clients. Developed with input from a panel of industry professionals, the designation provides representatives with comprehensive knowledge on the full range of financial, health, psychological and sociological issues confronting older clients. Individuals who earn the CASL® designation gain a thorough understanding of health and health care, long term care insurance, planning for pension distributions, suitability of investments, federal estate taxation and counseling on key family decisions.

 

Doug is also a qualifying member of the Million Dollar Round Table. MDRT is The Premier Association of Financial Professionals. Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

Douglas P Steinhauser, CLU®, ChFC®

Wealth Management Advisor

 

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