Whatever the challenge you may face or whatever the occasion you have the good fortune to experience, each will come with its own unique financial implications.

 

Ask yourself, "What is your most important asset?"

 

  • The income you earn is of vital importance, and if it would stop, it may be difficult for you and your family to pay for all the necessities of life.
  • It is important to understand how life's unexpected changes may affect your future needs.
That's where Gerald Worrell comes in. Gerald will take the time to get to know you and your preferences. He can help you anticipate and prepare for the best and worst scenarios. The relationship he establishes with you enables him to provide you with the guidance you need to make the right choices. Gerald can provide the partnership you can rely on when making the most important decisions of your life.

 

If you are ready to talk about change and you are ready to talk about your future, then it's time for a Quiet Conversation.

 

My Mission

As a Disability Income Specialist, my mission is to assist individuals and businesses design a disability income insurance program for both individual and group needs.

 

For Individuals
You have an income that you depend on . . . as do the loved ones that surround you. As you count on that income today, your ability to produce it could be lost tomorrow because of an unforeseen disability.

 

For Businesses
The businesses that are successful, that flourish from one generation to the next, are the ones with owners who know how to solve problems. Make disability protection a part of your business solution for risk management, business succession, employee benefits and personal needs.

 

For Your Future
Even the most temporary of disabilities can have a permanent financial impact on your family, your business, and your future. Protect what's important to you, secure your future and improve your life.

The Northwestern Mutual Difference

We make plans for people, not just money. So no matter your goals, we have access to top rated products and services to help you meet each one.

  • Best Life Insurance Company ranked by NerdWallet, 2019 to 20201
  • AAA, Aaa, and AA+ the highest financial strength ratings of any life insurer from all four major rating agencies2
  • Top 10 U.S. Independent Investment Broker-Dealers3
1©2017-2020 and TM, NerdWallet, Inc. All Rights Reserved.

2Northwestern Mutual continues to have the highest financial strength ratings awarded to any U.S. life insurer by all four of the major rating agencies: A.M. Best Company, A++ (highest), April 2020; Fitch Ratings, AAA (highest), August 2020; Moody’s Investors Service, Aaa (highest), December 2020; S&P Global Ratings, AA+ (second highest), June 2020. Third-party ratings are subject to change. Ratings are for The Northwestern Mutual Life Insurance Company and Northwestern Long Term Care Insurance Company.

3Measured by 2020 total revenues. Ranking for Northwestern Mutual Investment Services, LLC. Sources: Financial Advisor magazine and Investment News, April 2021.

Gerald Edward Worrell, CLTC®

Long Term Care Specialist

17115 Kenton Dr
Suite 101 A 11
Cornelius, NC 28031-5645
  • Office 704-494-8070

Contact Me
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Advanced Planning
Library

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Watch the video.The leaders of Northwestern Mutual share their insights on the economy, monetary policy, the markets, managing financial risks, and what it all means for your finances. 

How to Manage Debt If You Lost Income During COVID-19

Use these strategies to help keep yourself in the best financial position possible during this unsettled time. Read more.

The Conversations Couples Should Have Before Retirement

Here are some questions about what you’re expecting for your golden years to review with your partner to make sure you’re on the same page. Read more.

 

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