John Parisi, CLU, ChFC, CLTC

Current

• Financial Representative and Long Term Care Specialist at Northwestern Mutual

Education

• Boston College
• Chaminade

Recommended

1 person has recommended John

Connections

271 connections

Industry

Financial Services

Websites

• My Website
• My Website
• Learn About Long Term Care

John Parisi, CLU, ChFC, CLTC’s Summary

My affiliation with the Northwestern Mutual Financial Network enables me to make available to my clients, quality financial products and services to address their individual needs. My role is to analyze my client's situation taking into account his/her current investments, as well as other assets and liabilities. I review goals for the family, paying particular attention to any special needs of individual family members. I also discuss proper estate accumulation and distributions needs. It is during this process that it is essential for me to get to know my client as best I can and determine what is important to that client. The 'one size fits all' approach does not work with this type of analysis. If a closely held business is part of the family profile, then of course the process becomes even more complex.

John Parisi, CLU, ChFC, CLTC’s Specialties:

Estate Planning; Life Insurance - Group and Individual; Disability Insurance - Group and Individual; Group Health Care Planning; Long Term Care Planning ; Education Planning; Retirement Planning; Buy/Sell Funding; Key Person Insurance. Licensed in major U.S. cities.

John Parisi, CLU, ChFC, CLTC’s Experience

• Financial Representative and Long Term Care Specialist

  Northwestern Mutual

  (Privately Held; Insurance industry)

  January 1986 — Present (24 years )

  John Parisi is a Northwestern Mutual Financial Network Representative with over 23 years of experience in life insurance, disability income insurance, long term care planning and estate analysis matters. His practice also extends to overall preparation for the closely held business.
  
  John Parisi graduated from Boston College in 1986 with a degree in finance. He joined the Northwestern Mutual Financial Network the same year and went on to earn the professional designations of Chartered Life Underwriter (CLU) and Chartered Financial Consultant (ChFC). John Parisi is also certified in Long Term Care (CLTC) planning. John Parisi has devoted his insurance and estate analysis practice to assisting his clients in securing their financial futures.

John Parisi, CLU, ChFC, CLTC’s Education

• Boston College

  BA , Finance , 1982 — 1986

• Chaminade

Additional Information

John Parisi, CLU, ChFC, CLTC’s Websites:

• My Website
• My Website
• Learn About Long Term Care

John Parisi, CLU, ChFC, CLTC’s Groups:

John Parisi is a lifetime member of the Million Dollar Round Table (MDRT), the premier association of financial professionals. MDRT's mission is to be a valued, member-driven international network of leading insurance and investment financial services professionals who serve their clients by exemplary performance and the highest standards of ethics, knowledge, service and productivity.

John Parisi is also a member of the Real Estate Finance Association (REFA).

•    Boston College Alumni Group
•    New York Sports

John Parisi, CLU, ChFC, CLTC’s Honors:

Million Dollar Round Table Qualifying Member: Since 1991.
Northwestern Mutual Forum Qualifying Member: 2009.
Long Term Care Specialist.

John Parisi, CLU, ChFC, CLTC’s Contact Settings

Interested In:

• consulting offers
• new ventures
• expertise requests
• business deals
• reference requests