Tom Morris, MBA, ChFC®, CLU®, CASL®, CLTC

Financial Representative
Tom Morris

Office: 919-401-0331

6320 Quadrangle Dr
Ste 360
Chapel Hill, NC 27517-7890

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Advanced Planning Library

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

 

2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Real life story: the realities of long-term care

The reality of long-term care hits hard. Hear former broadcast journalist Meryl Comer’s personal story about caring for her husband, who was diagnosed with Alzheimer’s disease 17 years ago.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

Click here to learn more.

Permanent Life Insurance and Building Financial Security

Build Your FoundationView this brief video to learn about the major benefits permanent life insurance can offer, from cash value accumulation to tax benefits and more.

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Seeking Permanent Life Insurance with the Best Long-Term Value?

Northwestern Mutual is the company to consider based upon data compiled by Blease Research in its Full Disclosure 2011 Whole Life Edition. Get the details here. 

Do you know the six biggest risks to a secure retirement and how to plan for them?

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Research Reveals “Financial Realities” for Americans Today

Following the global financial crisis, Americans have embraced a distinctly more conservative approach to their finances, and widened the timeframes in which they expect to achieve financial goals, according to research by Northwestern Mutual.

Financial Realities Study: Changing Timeframes

 

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Take Action Today for a Secure Tomorrow

Financial success does not happen by chance, but is effected by deliberate choice. Transforming aspirations into actuality takes acumen, hard work, and discipline.

When it comes to shaping your future, assuming greater control over your financial life is the pivotal first step. Choosing someone who has the training, experience, and resources to address those needs optimally is the next.

Tom Morris can be that person for you. Whether you are addressing your own financial course or that of your family or business, Tom can help you identify your needs and provide appropriate, targeted solutions.

 

Tom has the expertise you need, holding an MBA from Duke, as well as many financial designations, including Chartered Financial Consultant, Chartered Advisor for Senior Living, and Chartered Life Underwriter. In addition, he brings more than twenty-five years experience as a business executive and owner. Don’t leave your dreams to chance. Let Tom Morris help you achieve the secure financial future you deserve.

 

Visit these links for access to recent market analyses:

 

 

My Mission

As a Northwestern Mutual Financial Network Representative, I look first to understand your vision for the future. It says a lot about you. And like you, your vision is unique. So is my approach to helping you shape it and attain it.

Simply put, my mission is to help you secure your family's or business's future and protect what's important to you.

                                                                                         

 -Tom Morris, MBA, ChFC, CLU, CASL, CLTC

                                                                                                           


Northwestern Mutual

We provide you with access to a nationwide network of representatives, advisors and specialists—people who have invested their time and developed their talents to become experts and they have the knowledge that comes only from experience.

What’s paramount is to have a flexible approach with complementary solutions. We strive to call on the full capabilities of Northwestern Mutual, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.