Professional

James Grogan graduated from the University of Wisconsin-Madison with a Bachelors degree in Economics.

He has been with Northwestern Mutual since 1987. He spent his first twelve years as a Financial Representative and has since been in his current position as Managing Director. Jim prides himself on his ability to lead by example and uphold his high levels of personal production. He consistently writes over 150 lives per year and focuses on small businesses and his personal markets.

Continued Growth

He has earned the Chartered Life Underwriter (CLU®) professional designation.

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.

Professional Associations

James Grogan is a Board Member of the Northwestern Mutual Managing Directors Association.

He is also a member of the National Association of Insurance and Financial Advisors (NAIFA). NAIFA is a national nonprofit organization representing the interests of more than 70,000 insurance and financial advisors nationwide, through its federation of over 900 state and local associations. Founded in 1890, NAIFA is the nation's largest financial services membership association.

The mission of the National Association of Insurance and Financial Advisors is to advocate for a positive legislative and regulatory environment, enhance business and professional skills, and promote the ethical conduct of our members.

 

He is a member for the Million Dollar Round Table (MDRT). MDRT is the premiere association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT.

Founded in 1927, MDRT provides its members with resources to improve their technical knowledge, sales and client service while maintaining a culture of high ethical standards.

   

 

 

Awards and Recognition

 

Million Dollar Round Table Qualifying Member 2002-2010

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

Million Dollar Round Table Qualifying/Life Member 2011-2019

MDRT is the premier association of financial professionals. MDRT status designation is granted for one year and members must apply every year to continue their affiliation with the MDRT

 

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

Award recognizing commitment to excellence in service to clients and industry

 

National Quality Award 1992-2007, 2009-2010

Award recognizing persistency and performance

 

National Sales Achievement Award 1991, 1993-2010

Award recognizing performance

James P Grogan, CLU®

Wealth Management Advisor

 

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