Marnie Tate, CLU®, ChFC®, CLTC®
Financial Representative


Physicians Nationwide

Professional

  • Marnie has been a financial representative since 1981 and came from the banking business where she was a Branch Manager and Loan Officer.
  • Marnie is a Long Term Care and Life Specialist
  • Marnie has obtained the following professional certifications and designations to further enhance her ability to provide financial solutions to her clients:

Chartered Life Underwriter (CLU®)
The Chartered Life Underwriter (CLU®) designation has long been recognized as the fundamental and foremost educational credential for life insurance professionals. Since 1927, more than 94,000 individuals have earned their CLU®, helping them build a successful life insurance practice by providing clients with knowledgeable and ethical advice. For financial representatives, field management, home office personnel, and others involved in providing life insurance products to the public, the CLU® designation symbolizes continuing growth and commitment to professionalism.

Chartered Financial Consultant (ChFC®)
The Chartered Financial Consultant (ChFC®) designation focuses on the comprehensive financial planning process as an organized way to collect and analyze information on a client's total financial situation; to identify and establish specific financial goals; and to formulate, implement, and monitor a comprehensive plan to achieve those goals. The ChFC® program provides financial services professionals with in-depth knowledge of the skills needed to perform comprehensive financial planning for their clients.

Certified in Long-Term Care (CLTC®)
The Certified in Long-Term Care (CLTC®) program is the long-term care insurance industry's only independent professional designation. Created in 1999, financial professionals holding this designation are focused on the field of long-term care and know the right questions to ask. The program is recognized by state regulators, through the granting of continuing education credits, as having provided essential information necessary to the appropriate sale of long-term care insurance. 

Associations and Memberships

Physicians Nationwide

Marnie Tate is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.

Years of Experience

Representing Northwestern Mutual since 1981.

 

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