Professional

Ben was a college intern with Northwestern Mutual prior to contracting as a full-time financial representative with the company in September of 2002. He attended school at University of Louisiana at Lafayette (ULL) and obtained a bachelor's degree in business administration with a concentration in risk management and insurance in 2001.

Bob Wheeler, Ben's father, has worked for the company for over 35 years and introduced Ben to Northwestern Mutual.

 

Awards & Achievements

Ben has again been named the 2015 Northwestern Mutual of Louisiana FINANCIAL REPRESENTATIVE OF THE YEAR.  This achievement is based on comprehensive financial planning.  This is Ben's third year in a row to earn this title.  This award is one of the highest honors as a Financial Representative of Northwestern Mutual.

Ben receiving the 2013 'Rep of the Year' award from Steven Dugal, Managing Partner of
Northwestern Mutual of Louisiana at the Roosevelt Hotel in New Orleans, LA

 

In addition, Ben has achieved FORUM in 2013, 2014, and 2016.  The Northwestern Mutual Forum is the highest level of productivity and excellence achieved as a representative of Northwestern Mutual. 


Ben is a qualifying member of the MILLION DOLLAR ROUND TABLE in 2009-2010, 2012, and 2015.  MDRT is a global, independent association that is recognized internationally as the standard of excellence in the life insurance and financial services business.   As a premier association of financial professionals, MDRT serves their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.             

Not only is Ben a qualifying member of MDRT, but he is also a qualifying member of COURT OF THE TABLE.  Court of the Table members distinguish themselves within the industry through their superior performance by producing at a level THREE TIMES  that of MDRT membership requirements.  Achieving membership in MDRT's Court of the Table is a career milestone attained only by those who have demonstrated exceptional professional knowledge, client service and ethical conduct.

Ben has also achieved:  The National Quality Award, Growth Award, Life Impact Award, National Sales Achievement Award,  National Association of Insurance and Financial Advisors Quality Award, as well as the bronze, silver, gold and platinum awards.

 

Designations

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.

 

Associations and Memberships

Ben Wheeler is involved in multiple associations. Ben is a member of National Association of Insurance and Financial Advisors (NAIFA) and the Baton Rouge Area Chamber of Commerce (BRAC).  He stays involved with his alma mater, The University of Lafayette, where Ben is an active member of the University of Louisiana Alumni Association.  Ben is also a member of The University Club, a private golf club in which a percentage of every dollar spent is donated to support LSU athletics.

Years of Experience

Representing Northwestern Mutual since 2002.

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2009-2010, 2012, 2015

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015

Award recognizing commitment to excellence in service to clients and industry

Benjamin Ross Wheeler, CLU®, LUTCF

Financial Advisor

 

To learn more about Northwestern Mutual Investment Services, LLC and its financial representatives, visit: FINRA BrokerCheck