Kelly Naquin Anderson, LUTCF®, CLU®, ChFC®, RICP®

Financial Advisor

Professional

Kelly bagan with Northwestern Mutual in 2010 with the mission of delivering financial security to our communities and building a team to implement.  Besides obtaining the required licensing and registrations for serving our clients, she is a leader on our team and demonstrates continuous learning.  Kelly has earned many professional designations from the The American College to better serve clients and other professionals, such as the LUTCF, CLU®, ChFC®, & RICP®.
To understand more about these designations, more info is included below.
 
Kelly is also a member of the Baton Rouge Estate & Business Planning Council.  This an organization for professionals involved in estate and business planning and strives to foster understanding of the proper relationship and cooperation of persons in these disciplines which can include life underwriter, investment advisor, trust officer, attorney, account, and any other party involved.
 
Kelly has received the National Association of Insurance and Financial Advisors (NAIFA) Quality Award multiple years.
 
An alumna of LSU who received her bachelor's degree in December 2001, Kelly was first exposed to finance during her tenure as a Finance & Sales Manager in the auto industry for 8 years.  While in college, Kelly worked through school mangaging a retail bicycle shop for the final 3 years.  These experiences were invaluable in gaining real world experience in business, finance, and management.
 
To learn more about all of those letters...
 
ChFC® - Chartered Financial Consultant®
This is a comprehensive educational program comprised of nine college-level courses that address all aspects of financial planning.  Obtaining this designation also fulfills the coursework required to be certified to be able to sit for the Certified Financial Planner®.  The ChFC® dives into the essentials of financial planning including income taxation, retirement planning, investments, insurance, and estate planning.  The program also addresses the areas where financial planning can dynamically change, like behavior and psychology in finance, financial planning for families with a member with special needs, changing family demographics, and small business planning including business succession planning and executive and employee benefits.
 
 
RICP® - Retirement Income Certified Professional®
This designation further equips advisors with knowledge to effectively manage the transition from asset accumulation to creating a retirement income plan.  This is aimed at delivering smart strategies for creating a secure, sustainable income for a client's retirement.  These courses look at practical ways to structure effective retirement income plans that go beyond investment portfolio management.  This program is a deeper study of practices in Social Security claiming, risk management, distribution strategies, decumulation planning, and more. 
 
CLU® - Chartered Life Underwriter®
This is the premier designation for insurance professionals and is the profession's standard of excellence.  There are eight college level courses required to obtain this designation which is a holistic approach to insurance planning. This includes a particular focus on ethics and commitment to the client and the designation carries a distinguished reputation backed by security and stewardship.  This designation provides deeper understanding of the legal aspects of insurance (life, disability, and long term care) and assisting clients in making decisions about estate planning, including wills and trust arrangements.
 
LUTCF Life Underwriter Training Council Fellow
This multi-course study provides a background in the fundatmentals of risk managment planning of multiple insurance solutions.  There is also a focus on practice management to build a sustainable financial services career.

 

Years of Experience

Representing Northwestern Mutual since 2010.

Education

Degree Major Institution
Bachelor of Arts Communication Studies Louisiana State University
 

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