My Mission

Marnie's mission is to help her clients attain financial security for their families and businesses with innovative solutions and world class products. Marnie works to create long-term relationships based on honesty, trust, integrity and mutual respect. She will make recommendations that fall in line with what she would do for herself and her family if faced with a similar situation.

About Marnie Tate

As Marnie is now celebrating 40 years with Northwestern Mutual, she is pleased to introduce her new business associate, Megan Rutherford, a Financial Advisor from Austin, Texas. Megan has relocated to the Fort /Walton Beach/Destin community and is working with Marnie in her office to best take care of their clients. Megan brings seasoned experience in investments and comprehensive planning to the practice while building and nurturing meaningful relationships along the way. Their joint mission is to provide a level of service that exceeds their clients expectations.

Financial security is often a major objective in each of our lives. You try to do what's right for those you care about, but the wrong financial decision can often undermine the best of intentions. Whether you are concerned for your own financial needs or those of your family or your business, Marnie and Megan can help you identify your needs and provide complementary solutions.

Partner photo

Long Term Care

Offered through Northwestern Long Term Care Insurance Company

Are your most important assets protected?
We spend our lifetime working hard and saving for the future to ensure our security and the security of our family. For peace of mind, we protect our most important assets with insurance.

We buy property insurance on our homes and automobiles. We purchase disability income, life and health insurance to protect ourselves and those who depend on us financially.

With the advances in medical science, most of us will live well into our golden years. It's important to think in terms of the "quality" of that longer lifetime. When it comes to the quality of our lives, maintaining control over our own circumstances will become more and more meaningful with every passing year.

We cannot predict the future, but we could eventually need care services on a long-term basis. The cost of receiving these services can jeopardize not only our lifestyles, but also the financial security we've spent our lifetime establishing.

Long Term Care - Take Charge of Your Future
Watch this online breeze presentation to learn more about long-term care insurance.

Download QuietCare® Long-Term Care Insurance brochure PDF 90-2286 LTC (0405) (REV 0507) (1221k)

You will need the free Adobe Acrobat Reader to view a PDF.

Newsletter Articles

Short, interesting articles can be an excellent communication tool. They can help you, your employees, family and retirees better understand the potential impact of long-term care.

Northwestern Long Term Care Insurance Company's long-term care insurance policy contains exclusions and limitations.

NMFN-LTC-010 (02/05)

Policy Form Number: RS.LTC.(1101)

6 Times It Makes Sense to Revisit Your Financial Plan

When your life changes, so should your plan. Here are 6 times it makes sense to schedule a meeting with your advisor. Read more here.

What Is Cash Value Life Insurance?

Cash value life insurance has unique attributes that can make it one of the most flexible parts of your financial plan. Read more here.

4 Steps That Help Assess Your Financial Security for Retirement

Let’s have a conversation to make sure you’re financially prepared for retirement. Read more here.


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

Visit our Client Relationship Summaries (Form CRS) which provide brief information about our firms that provide brokerage services and advisory services.