Robert J Greer

Financial Representative
Robert J Greer

Office: 949-622-7257

18191 Von Karman Ave
Ste 100
Irvine, CA 92612-7103

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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.

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.

Build Your Foundation For Life

Build Your FoundationSee how Northwestern Mutual permanent life insurance offers protection along with cash value that is guaranteed to grow over time.

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Themint.org – Financial Literacy for Kids

An interactive Web site designed to help parents raise "money smart" kids. Visit this award-winning site for fun activities, games, and challenges for students; tips for parents; and extensive resources for teachers. Sponsored by Northwestern Mutual.

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HOW ROB GREER CAN BE OF SERVICE TO YOU

Rob Greer helps his clients overcome the most common fatal financial flaw of . . .overconfidence.  This overconfidence is caused by assumptions built on blindness.

Most would agree that the complexity of life increases every day.  While the velocity of information and choice may appear attractive, it can also create confusion, fear or paralysis with important decision making. 

Do you know how much money you will need during retirement given the impact of taxes, inflation, future health care costs, and the shift of responsibility to the individual rather than employers or government?

Rob Greer's role is simple: create sustainable relevance with his clients by helping them navigate through life's ups and downs and help them gain peace of mind.

Rob Greer works with his clients to help identify what is truly important in their lives and why.  Only once this is determined can he provide solutions for protecting what is most vital and achieving what is most desired.

 

 

Northwestern Mutual Dividend Announcements

 

 

Click here to read about the 2008 dividend announcement - the largest in NML's history.  Northwestern also announced dividends on its long term care product.  Read more.

My Mission

 

Of the thousands of people we meet in life, there are usually 20-25 of them who have a significant impact on us. My top priority is to become one of these people for you, your family, and those you care about.

 

My Vision

 

My ideal clients are a lot like me.   They:

 

  • Care about their families
     
  • Give back to the community
     
  • Live within their means
     
  • Want to create and leave a legacy
     
  • Prefer relationships rather than transactions
     
  • Do not sit on the fence of indecision
     
  • Introduce others to the work that we do

These clients typically are high income / high net worth individuals and familes or principals of highly profitable, closely held corporations.

My superior resources come from an "abundance mentality" focused on making many mutually beneficial introductions.  By opening doors to experts in various industries who share my passion for helping others, I give my clients access to unlimited resources and relationships.  Our experience has been that "giving first" rather than "asking for" has created more opportunities than anticipated. 

 

Physicians Nationwide

Robert Greer is a member of Physician’s Nationwide Financial and Insurance Services. Physician's Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.


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.