Ben Wheeler is committed to taking the time to get to know his clients so that he can better identify their needs. When people look back on their lives, they often find that they are more successful than they thought they'd be, and have saved less than they intended. They find themselves in financial situations that are more complex and less predictable than they anticipated. Ben Wheeler understands that his client's success in achieving their financial goals is driven by a series of critical decisions.
By listing goals and objectives, identifying assets and liabilities and comparing what you have to what you want, Ben Wheeler can provide you with risk protection solutions that can help make your goals a reality.
CLU® - The Chartered Life Underwriter designation is the highest standard of knowledge and trust in Financial Planning. It has long been recognized as the fundamental and foremost educational credential for life insurance professionals. A CLU® is the premier credential in the insurance profession, representing eight or more comprehensive college-level courses covering all aspects of insurance planning, estate and retirement issues, taxation, business insurance, and risk management.
LUTCF - Life Underwriting and Training Course Fellow is a professional designation for individuals who meet or exceed the qualification standards determined by the two organizations that jointly sponsor the designation, The American College and the National Association of Insurance and Financial Advisors (NAIFA). This designation marks an agent’s long-term commitment to professionalism on behalf of clients, establishes the agent’s competence and business experience, marks a commitment to The American College’s and NAIFA’s Code of Ethics and fosters additional professional development.
As a Northwestern Mutual Financial Representative, Ben Wheeler aims to provide comprehensive planning and be a financial professional who is an asset to his client's financial security. He strives to help clients identify their most important financial goals and ensure that strategies are in place to meet those goals.
The Northwestern Mutual Difference
Backed by the strength of Northwestern Mutual, my team and I provide you with a balanced approach to achieving your goal of financial security, assuring that your intentions have been understood and your needs are being addressed. And when it comes to implementing solutions, the full capabilities of Northwestern Mutual are leveraged to provide you with exclusive access to a comprehensive variety of products and services.