Candace H Berkman
Contact Me

Office: 619-230-8095

600 W Broadway Ste 600
One America Plaza
San Diego, CA 92101-3359

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.

  

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.

Click here to read more.

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).

 

The Quiet Company Reaches 150

 

Since Northwestern Mutual's beginning 150 years ago, it aimed "not to be the biggest but only the best; to value quality above quantity; to rank first in benefits to customers rather than first in size." This statement from the Executive Committee in 1888 still holds true today.
 
See how it all began.

  

CANDACE BERKMAN'S MISSION

Candace Berkman understands that long-term financial success doesn't happen by chance. Each area of your financial life can have an impact--positive or negative--on your other goals. 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 Candace Berkman comes in.

As a Northwestern Mutual Financial Representative and Long Term Specialist, Candace Berkman has the knowledge and expertise to help individuals and corporate clients determine their goals and objectives implementing solutions tailored to their  unique situation.  Working together, we can find solutions that will help prepare you for the future and help protect you if life takes an enexpected turn.

Life Expectancy 
With advances in medical technology, most of us will live well into our golden years. It's important to plan for the financial need of living longer and think in terms of the "quality" of that life.  It is also a common misconception that long-term care needs only affect the elderly. However, the need for long-term care assistance may occur at any time and could derail your dreams of retirement , college funding, or creating a legacy. Although we can't predict the future, most of us may need some element of care services on a long-term basis during our lifetime.

 Long-Term Care Product Information
Offered through Northwestern Long-Term Care Insurance Company

 Would you like to download the QuietCare Long-Term Care Insurance brochure? Please click this link, select your state from the map and scroll to the bottom of the page to recevie the brochure appropriate for your state.

 Candace Berkman's Recommended Articles, Calculators and Product Information
 

  Articles 

 

 Calculators 

 

 Product information 

 

Additional long-term care resources: 

 

IN THE NEWS

Northwestern Mutual's CEO on CNBC
CEO Ed Zore recently appeared on CNBC's show "Morning Call" discussing Northwestern Mutual's unique strategy. Play video

Northwestern Mutual Is "America's Most Admired" for an Unprecedented 25th Year
Only Company to Top Its Industry Every Year It Has Ranked on the FORTUNE Survey.

FEATURED ARTICLES

Candace Berkman is pleased to offer access to a number of articles about life insurance, disability income insurance, and investment strategies for your review.