The Waltos Group

 


Kevin Patrick Healy
Long Term Care Specialist
949-863-5800
Visit Kevin's web site.

Kevin Healy has been a Financial Representative with Northwestern Mutual Financial Network since 2002. Before becoming a Financial Representative, Kevin Healy was an advertising and marketing consultant for 18 years.

In addition to his role as a financial representative, Kevin serves as the Long-Term Care Specialist for The Waltos Group. He helps individual and corporate clients understand their long-term care insurance needs and designs solutions tailored to their unique situation.

Kevin talks about the milestones he's experienced and offers advice for those considering the career:

"There are a few milestones in my career that stand out in my mind: becoming a long-term care authority and specialist, the fact that my practice is financially solvent and growing—with huge potential, being the number two Western Region sales leader for 2004, and joining the Million Dollar Round Table (2005-2006)."

"I helped with the financial retirement of a couple who had just lost their son, who was a Marine, at the battle of Fallujah, Iraq."

"The greatest reward is bringing creative solutions and making a difference. The greatest challenge is leveraging experience, expertise and hard work in the first three years in the business. But over time, I've learned I can do just about anything with the help from my staff and co-workers. Success is all on us. People need our products, people benefit from owning our products. It's our responsibility to go out and touch people."

"Our company is differentiated by its needs-based assessment, the fact that it's relationship driven, and because of its quality in the people, the product, and the company."

Kevin offers this advice for those considering the career:

"Be patient, work hard, and realize that helping people brings personal satisfaction. I'm available to meet with those who are serious about their career and life's choices/priorities."

 

Copyright 2008 , The Northwestern Mutual Life Insurance Company/Northwestern Mutual, Milwaukee, WI. All rights reserved. 720 East Wisconsin Avenue, Milwaukee, Wisconsin 53202-4797 - (414) 271-1444. The Northwestern Mutual Financial Network is a marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, its affiliates and subsidiaries.

Northwestern Mutual Financial Network (NMFN) is the marketing name for the sales and distribution arm of The Northwestern Mutual Life Insurance Company, Milwaukee, WI (NM) and its subsidiaries and affiliates, including Northwestern Mutual Wealth Management Company®, Milwaukee, WI (WMC), a wholly-owned company of NM, and limited purpose federal savings bank. NMFN is not a partnership or legal entity. Robert J Waltos Jr is a General Agent of NM (life insurance, annuities and disability income insurance) and Northwestern Long Term Care Insurance Company, Milwaukee, WI, a subsidiary of NM (long-term care insurance). Registered Representative and Investment Adviser Representative of Northwestern Mutual Investment Services, LLC, 1500 Quail St Ste 600, Newport Beach, CA, 92660, (949) 863-5800, a wholly-owned company of NM, broker-dealer, registered investment adviser and member FINRA (www.finra.org) and SIPC. NM and The Waltos Group are not broker-dealers, registered investment advisers or federal savings banks. Managing Partners are not in legal partnership with each other, NM or its affiliates. There may be instances where agents of NM represent companies in addition to NM or its affiliates.

The products and services referenced are offered and sold only by appropriately appointed and licensed entities and Network Representatives. Network representatives might not represent all entities shown or provide all the services discussed on this web site. Not all products and services are available in all states.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, Certified Financial Planner and CFP (with flame logo)®, which it awards to individuals who successfully complete initial and ongoing certification requirements.

Robert J Waltos Jr, General Agent, The Waltos Group has Financial Representatives that are primarily licensed in California.

 
   
 

1500 Quail St Ste 600
Newport Beach, CA 92660
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Office: 949-863-5800
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Bob Waltos, CLU, ChFC, MSM, MSFS, CFP®
CA #0C69920

 
 

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