News & Events

Two Day Training Provides Great Transition for Home Office Executives Meg Jansky and Kamilah Williams-Kemp

On June 9th and 10th, assistants and associate financial representatives from the Kentucky & Southern Indiana Group gathered for a two day training at the Hyatt Regency in downtown Louisville. The two day training was Meg Jansky’s, Home Office Field Rotation Executive, final project with the Kentucky & Southern Indiana Group.

According to Managing Partner, Dan Rivers, “Meg will be sorely missed as she came in and added value immediately. I am still amazed that 6 months has passed so quickly. She will have a huge impact in her new role in the Home Office and I am honored that our group had a small part in her preparation. She created many lifetime friends in Kentucky and Southern Indiana. While we are sad to see Meg return to the Home Office, we are excited by the addition of Kamilah Williams-Kemp. The talent and energy that she brings to our Network Office is exciting. She has big shoes to fill, but I am confident that she will take the baton with a passion to make her own mark on this wonderful executive rotation project.”

Meg Jansky – pictured in the front row far right wearing a red jacket.
Kamilah Williams- Kemp – pictured in the back row far right wearing a black jacket.

Celebrating Our Interns

On Friday June 4, 2010 The Kentucky & Southern Indiana Group celebrated the importance and impact interns have in our company. Northwestern Mutual staff, parents, family and campus professionals spent the evening enjoying food and friendship in honor of our interns. The prestigious “Power of 10” awards celebrated eleven of The Kentucky & Southern Indiana’s most outstanding college students while giving our Leadership Team the opportunity to share their journey through the program. Inspiring stories were shared with the group demonstrating the courage, character and commitment that it takes to be successful in the career. For more photos please click here.

New Members Inducted into the KSI Legends Society

Current financial representative, Ron Rich, and past financial representative Owen Pillans were inducted into the KSI Legends Society at the all agency meeting on April 23, 2010 at the Griffin Gate Marriott Resort in Lexington, KY. Rich and Pillans were nominated by colleagues to receive this outstanding award. Pillans retired from Northwestern Mutual in 1985 admired by his colleagues and clients. His family traveled from Georgia to accept the award. Rich and his wife traveled from their home in Terre Haute, IN to accept the award.

  
New Members Inducted into the KSI Legends Society

The Kentucky & Southern Indiana Group Host Team Selling Workshop

The Kentucky & Southern Indiana Group hosted a two and a half day Team Selling Workshop on March 30 – April 1, 2010. Teams from Louisville, Lexington, Bloomington and Danville gathered at the Seelbach Hotel in Louisville, KY to learn from Benchmark Consultants and Home Office Representatives. Topics covered in the workshop focused on team structure, processes, operations, staffing, planning and marketing.

  

UofL Family Business Center Workshop is a Success

Northwestern Mutual sponsored a workshop on March 11, presented by the University of Louisville Family Business Center. The workshop focused on effective governance of family-owned businesses. A packed room on the Brown Forman campus listened to Dr. Christopher Eckrich discuss systems to address issues of family, ownership and management. Several Northwestern Mutual financial representatives hosted clients for this productive educational session.

     

Northwestern Mutual Hosts Holiday Party for U of L / Kosair Pediatric Residents

Financial Representatives Mark Kull, Rob King and Aaron Young have joined with the Network Office to serve as a corporate sponsor for the pediatric residency program run by the University of Louisville and Kosair Children’s Hospital.  These representatives will provide education to the residents about the financial challenges and opportunities that await them after completing their training. 

On December 10, at the Flame Run glassblowing studio, Northwestern Mutual hosted a Holiday party for the residents and their professors as a way to kick-off the partnership.  To augment to Holiday cheer in the room, the owner of Flame Run, Brook White, demonstrated his glass blowing artistry for the crowd.  As part of its sponsorship, Northwestern Mutual is helping fund the cost of instructional materials to assist these young doctors with improving doctor-patient communications.

  

 

Network Office Marketing Event Yields Instant Business for Attending Financial Representatives

On September 10 and 11, Harley Gordon, one of the nation's most influential voices in long-term care (www.harleygordon.net), conducted workshops for Northwestern Mutual financial representatives that will lead the participants to their certification in long-term care (CLTC).   Mr. Gordon's knowledge and passion for the subject of long-term care were most evident in his presentation.

On the evening of September 10, Mr. Gordon spoke at a cocktail reception, held at Louisville's Hurstbourne Country Club, for local clients and friends of Northwestern Mutual.

He presented a wealth of information including some poignant examples of the consequences to families when people do not have adequate financial plans in place for their long-term care. 

One financial representative echoed the sentiments of the entire audience:  “I wanted to thank you for the invitation to hear Harley Gordon speak last night. Wow! He is a compelling speaker with an equally compelling message. As a result of the presentation, I am re-thinking some of the ways in which I have handled the long-term care discussions in client consultations. I really appreciated your giving me the opportunity to participate and learn.” 

 

Bob Harlow Completed Ironman Triathlon

On August 30^th, Bob Harlow, a financial representative with the Kentucky/ Southern Indiana Group completed the Ford Ironman Louisville 2009 triathlon. Bob completed the 2.4 mile swim, 112 mile bike ride and 26.2 mile run with at time of 15 hours 47 minutes and 51 seconds.

What drives someone to compete in such a difficult competition? Bob watched the 2008 Ironman completion in Louisville from the sidelines and was so enthralled that he decided he had to do it. After eight long months of training, tendinitis in his knee and many other sacrifices, he can be proud of his great accomplishment.  

 

  

 

Building Greatness at Fall Meet

Decorated with Northwestern Mutual “hard hats” and construction cones, the meeting room at the historic French Lick Resort reminded the over 100 members of Northwestern Mutual – Kentucky & Southern Indiana in attendance that they are on a mission of “Building Greatness” for 2010 and beyond.

Focusing on this theme, the two day annual retreat provided financial representatives and their staffs the opportunity to advance their product knowledge, discover new ways to grow their business and enhance their desire to serve others by providing their clients with the best possible financial security planning. Six speakers from around the country, combined with Network Office staff, led the educational and inspirational sessions. 

 

 

 

Northwestern Mutual Client Story: Budd Orr Family

Hear how Northwestern Mutual - The Kentucky & Southern Indiana Group has helped its clients from the clients themselves. Bob Harlow talks with Bud and Kathy Orr and their son, Clark Jr. from Kentucky. "Our rep, Bob, reminded us that we have access to the cash value in our life insurance policy. We've borrowed on that asset three times. Our easy access to [cash value] enabled us to take advantage of opportunities we would have otherwise missed." Watch the whole story. 

 

The Kentucky/Southern Indiana Group Recognized at 2009 Annual Meeting

Mark Kull is recognized for his outstanding leadership.

Our network’s leadership, financial representatives, staff and college representatives made the pilgrimage to Milwaukee for the Annual Meeting July 18 – 22. The fast-paced event inspired, motivated and educated those that attended. Several of our financial representatives received special recognition. 

Hugh Hines III and Mitch Barnes were both recognized for their community service efforts during general sessions in front of a crowd of over ten thousand people.

Mark Kull was recognized for his leadership success as a college unit director. Garry Burry led a lively and informative round table discussion on marketing to business owners.     

College Financial Reps and Unit Directors gather at Annual Meeting.	Myke Romaine and family at the event hosted by Dan and Mary Rivers.	Our network office team at the annual morning race

 

Bill Yancey Celebrates 25 Years with Northwestern Mutual 

 To celebrate Bill Yancey's 25^th year as a Northwestern Mutual financial representative, the Kentucky/Southern Indiana Group and Bill hosted  an event on June 18 at Churchill Downs for a large gathering of Bill’s long-time clients.  Prior to lunch and a day of handicapping the ponies on the track’s famous Millionaire’s Row, guests assembled for a few remarks from Bill and an educational session on preparing for the retirement phase of one’s life.  Bill told the crowd that the event was designed to thank clients that have stuck with him since the beginning of his career and to help them better understand some of the financial hurdles that lie ahead as their retirement years approach.  Guest

Bill is joined by his wife, Kathy, his father, Bill Yancey, Sr. and his wife, Cynthia Yancey.

  speakers included Steve Sperka, Vice President of Northwestern Long Term Care Insurance Company.  Joining Bill in creating the event was his colleague, financial representative Aaron Young.  Aaron is one of the network office’s rising stars and is working closely with Bill, to develop their practices and assure superior care for their clients.  

 

Rice King Kull Kraft Team Hosts Breakfast

The Rice King Kull Kraft Team of the Louisville Office recently hosted a breakfast for Fast Company Magazine's Senior Writer, Ellen McGirt here in Louisville. The breakfast was held at the Jefferson Club on October 28th and was a huge success! Ellen discussed social networking and how it is being used for business in today’s world. She was very well received by our representatives and their guests!

 

Seminar Features Nationally Recognized Business Growth Expert

For the second year in a row, Northwestern Mutual Financial Network—Louisville was proud to sponsor a seminar, with partner Greater Louisville, Inc., featuring Steven S. Little. The seminar took place at the Galt House on Tuesday, Oct. 30.

 

A Breakfast with Steve Forbes

Dan Rivers and the members of Northwestern Mutual Financial Network—Louisville were honored to sponsor the event, A Breakfast with Steve Forbes, held at Churchill Downs in Louisville on April 3, 2007.

Steve Forbes is President and Chief Executive Officer of Forbes and Editor-in-Chief of Forbes magazine, the nation’s leading business magazine with a circulation of over 900,000.

Click here to view pictures from the event.