Peter C Case, CFP®, CLU®, CLTC

Financial Advisor

Professional

Calling oneself a professional doesn't really make one a professional. As a Northwestern Mutual Advisor, professionalism is defined not only by the measure of one's experience, education and accreditation, but by one's character and professional standard of practice in supporting clients as a trusted financial expert.

Through personal commitment, professional associations, accreditations and continuing education, I have worked hard to establish a reputation as a respected professional and to gain the trust of clients. Please take a moment to review my experiences and accomplishments.


Pete has earned the following certifications and designations:

CFP®
CERTIFIED FINANCIAL PLANNER™
Experience, Knowledge and Ethical Advice.

The CERTIFIED FINANCIAL PLANNER™(CFP®) 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.

CLU®
Chartered Life Underwriter

The Chartered Life Underwriter (CLU®) 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.
 

CLTC
Certified in Long Term Care

The Certified in Long Term Care (CLTC) designation is one of the most extensive educations available for financial professionals in the field of long-term care insurance.  Graduates of the CLTC designation program from the Corporation for Long-Term Care Certification, Inc. have completed a multidisciplinary curriculum with a detailed concentration on essential information involved in the sale of long-term care insurance.  The program, acknowledged by state regulators as an appropriate continuing education means, is a valuable resource for financial professionals desiring to remain up-to-date on industry trends.

Years of Experience

Representing Northwestern Mutual since 2004.

Education

Degree Major Institution
Bachelor of Arts and Sciences English Indiana University - Bloomington (1993)
Minor in Economics

Awards and Recognition

 

National Association of Insurance and Financial Advisors Quality Award 2011-2015, 2017

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 2007-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 2008-2010

Award recognizing performance

 

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