Professional

Larry Watkins, with the help of a network of specialists, focuses on handling the financial advisory needs of corporate executives and business owners, paying special attention to how each client's insurance and investment decisions impact their family's overall estate planning and wealth transfer objectives.

Larry also works with corporations in a variety of areas including the design and implementation of employee benefit plans, 401(k)/profit sharing plans and non-qualified retirement plans for key executives.

Awards and Accomplishments

Forum
Larry Watkins is a regular qualifier for the Northwestern Mutual Forum Symposium, one of the top awards earned by Northwestern Mutual representatives.

Production Achievement
In the history of Northwestern Mutual, Larry Watkins is ranked in the top five in the category of life insurance face amount in force.

Public Speaking
Larry is a frequent guest speaker at Northwestern Mutual regional meetings, educating his colleagues on products and planning.

Mentoring
Larry moderates a monthly study group for less experienced Northwestern Mutual financial representatives, educating them on how best to assist their clients and run their practices most efficiently.

NAIFA - National Association of Insurance and Financial Advisors
National Quality Award 2011 - 2013

Designations

CFP®
CERTIFIED FINANCIAL PLANNERTM-  Received in January of 2001 
The CFP® certification is granted to financial professionals who meet requirements in the areas of education, examination, experience and ethics.  Before qualifying for this certification, an individual must possess a certain level of experience in the industry and display an in-depth level of knowledge in the areas of investments, insurance, estate planning and retirement planning.

CLU®                                                                                                                                                                                Chartered Life Underwriter - Received in October of 1994 from The American College 
The CLU® designation is the undisputed professional credential for persons involved in the protection, accumulation, preservation and distribution of the economic values of human life. For agents, field managers, home office personnel and others involved in providing life insurance products to the public, the CLU® designation is the common bond for continuing growth and commitment to professionalism.

ChFC®
Chartered Financial Consultant - Received in October of 1996 from The American College
The ChFC® program focuses on the organized way to collect and analyze information on a client's financial situation; to help clients identify and establish specific financial goals and to formulate solutions to help meet those goals. The ChFC® program provides financial professionals with in-depth knowledge of the skills needed to perform needs analysis for their clients.

Education

Larry is a graduate of Cornell University earning a Bachelor of Science Degree in Engineering in 1985.

Larry Watkins, CFP®, CLU®, ChFC®

Wealth Management Advisor

 

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