Northwestern Mutual promoted Todd Jones, Christian Mitchell and Sarah Schneider to executive roles, effective Nov. 1.
Todd Jones, previously vice president - product finance, is now vice president and chief risk officer of Northwestern Mutual. Jones joined Northwestern Mutual in 2003 as a broker-dealer financial consultant. He was named director - investment products and services in 2006 and was promoted to his current role in March 2012. Prior to joining Northwestern Mutual, Jones spent 13 years with PricewaterhouseCoopers in various roles of increasing responsibility.
ING U.S., through its broker-dealer, ING Financial Partners, developed a new practice management program to help financial advisors address lifetime income planning needs with clients who are approaching and entering retirement. The program, which rolled out in early October, is available to more than 1,400 financial advisors in the ING Financial Partners network.
The new practice management program includes pre-approved pre-retiree and retiree seminars, educational materials with action plans, online tools and a structured framework that financial advisors can follow with their clients. The scripted, 20-minute seminars address relevant topics, including health care, longevity risk, budgeting, lifetime income and financial risks.