Nancy E Kelly, CLU®, CASL®, ChFC®

Long Term Care Specialist

200 SW Market St
Ste 1600
Portland, OR 97201-5743
  • Office 503-445-5047
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My Mission

“It is my mission to assist clients in aligning their actions with their values by performing a planning analysis in all areas of their lives. Not only am I dedicated to providing my clients with the most comprehensive information available, but I also strongly believe in the continued education and expertise for myself and my staff.”

 

–Nancy Kelly, Long Term Care Specialist

About Nancy Kelly

Nancy Kelly’s natural passion and broad knowledge of life insurance, disability income insurance and estate analysis has allowed her to provide careful and thoughtful solutions for individual needs.

Nancy works extensively with successful individuals and business owners on an as needed basis. Nancy Kellys greatest value is her ability to provide quality service while developing long-term relationships.

 

Nancy Kelly Recommends

   Company information:

    Additional long-term care resources: 

 

Company Approves Long-Term Care Dividend Payout in 2013

Northwestern Mutual Long Term Care Company demonstrates strength and stability, long term commitment to policyowners in approving industry-leading LTC dividend payouts.  Read more.

Providing Long Term Care Options

You spend a lifetime working hard and saving for the future to ensure your family’s financial security. You purchase life insurance or disability insurance, make investments and contribute to your retirement plan. And, while you can’t predict the future, you can continue to plan for it. Nancy Kelly can help.

There are several important issues you can consider when planning for the possibility that you may need care in the future. Read more: Long-Term Care Insurance

Northwestern Mutual recently completed a national study on the varying rates for Long Term Care. Cost of Long Term Care Study 

Long-Term Care Product Information

Offered through Northwestern Long-Term Care Insurance Company.   Would you like to download the QuietCare Long-Term Care Insurance brochure? Please click this link, select your state from the map and scroll to the bottom of the page to receive the brochure appropriate for your state.

 

Focus on Retirement

We’re living longer than ever—and that means retirement will last longer as well. To help ensure you have the lifestyle you want in the future, it’s important to develop a sound retirement plan today to make the most of your savings for tomorrow.

Nancy Kelly works with her clients in every phase of retirement planning:

Saving for Retirement

Approaching Retirement

Living in Retirement

 

 

Webcast Available Now: Strength, Stability, and Financial Security in Volatile Times

Watch the client webcast to hear Northwestern Mutual leaders share their long-term view on the coronavirus impact and answer common questions from clients. Watch Now

How We Stress-Test Northwestern Mutual

Learn more about how our focus on financial strength has helped us make good on our financial promise throughout our 160-plus-year history.

4 Spending Traps to Avoid While Social Distancing

While you might feel like you’re saving money while staying home, you may find hidden fees that add up. Read more.

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