Professional

Kevin Willoughby has been part of Northwestern Mutual since 1987. He is a graduate of the University of Illinois with a Bachelor of Arts degree in Economics.

Associations and Memberships

  • Financial Planning Association
  • NAIFA

Kevin specializes in working with successful people to put the pieces of their retirement puzzle together so that they can truly enjoy the next chapter of their lives. 

Certifications and Designations

CFP®  CERTIFIED FINANCIAL PLANNER

The CERTIFIED FINANCIAL PLANNER™ certification is one of the most recognized financial planning marks in the world. CFP® certification identifies to the public those individuals who have met rigorous professional standards and have agreed to adhere to the principles of integrity, objectivity, competence, fairness, confidentiality, professionalism, and diligence when dealing with clients. The certification differs from an educational designation or state license in that it is based upon requirements that have been determined by extensive job analyses of actual practitioners in the field, and therefore, continue to evolve with the profession. The CFP® certification prepares the financial services professional for a career-long commitment to meeting the ever-changing financial needs of clients.

RICP®  Retirement Income Certified Professional

The Retirement Income Certified Professional™ designation was crafted by more than 45 of the top retirement planning experts in the country. Retirement income planning plcaes the focus on transitioning from asset accumulation to creating a sustainable livelihood for clients in retirement. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP® provides a wealth of practical information for advisors. 

CLU®  Chartered Life Underwriter

The Chartered Life Underwriter™ designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Awards

  • Million Dollar Round Table, Provisional Member, 1991
  • Million Dollar Round Table, Qualifying Member, 1992-1999
  • Million Dollar Round Table, Qualifying Life Member, 2000-2004
  • National Quality Award, 1990-2010,
  • National Sales Achievement Award, 1990, 1992-1996, 2000-2001
  • National Association of Insurance and Financial Advisors Quality Award, 2011-2015

 

Kevin E Willoughby, CLU®, CFP®, RICP®

Wealth Management Advisor

 

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