Thomas J. Cohn is a recognized leader in the life insurance industry, with more than $1,200,000,000 of coverage in force. Tom and his staff focus exclusively on identifying and providing creative, customized life insurance strategies to enhance estate plans, protect businesses, and fulfill charitable intent.


Through 40 years in business, with 30 of those spent working with high net worth clients, I have discovered that…

·         Creativity,

·         Flexible thinking, and

·         A balance of expertise and vision

give me the perspective to…

·         See opportunities other advisors may not uncover.

·         Offer ideas to clients and advisors that can change the way they think about the transfer of wealth to heirs.

·         Use extensive knowledge of the wide range of applications of life insurance to help solve previously unrecognized problems in unanticipated ways.

My Mission

I offer keen understanding of how life insurance can help high net worth individuals accomplish objectives they believed were beyond their reach. Collaborating closely with clients and their advisors, I employ the unique benefits of life insurance to:

  • impact the transfer and longevity of a business,
  • help assure financial security and fair and equitable treatment for children and grandchildren, and
  • benefit the causes and institutions clients care about most. 

Key advantages of working with Thomas Cohn:

 Wisdom With an average of almost 25 years of industry experience, Tom and his staff are at the forefront of life insurance product knowledge. Advisors and clients turn to Tom for insight and a long-term perspective on available insurance products as well as strategies on how to best utilize those offerings. Years of focused experience with life insurance allows Tom to offer a valuable point of view on what may work best to achieve clients' goals.

 Product Offerings A career of 40 years in the life insurance industry has given Tom the opportunity to become intimately familiar with a wide range of products and carriers. After 20 years as an insurance professional Tom chose to represent Northwestern Mutual because his practice is built on the principle of client satisfaction. The ability to offer the value of Northwestern Mutual's products whenever possible allows him to serve the best interests of his clients.

 Specialization Tom is dedicated to working with sophisticated advisors to help enhance the results of high net worth individuals' estate plans. This singular focus allows him to channel his team's resources, delve deeper into clients' situations, and provide uncommon expertise and insight.

Strong Relationships Tom maintains strong relationships with leading estate planning attorneys and financial planners, and works with them to serve clients in a variety of capacities. He may work in tandem with other advisors to develop strategies to complement clients' existing plans, or serve as a catalyst to a client's decision-making process. Frequently, he works behind the scenes providing options to primary advisors, or with other insurance professionals to bring his particular expertise to cases that require his specialty. 

Largest Dividend Payout in Company History

In 2019, we expect the largest dividend payout for life and disability income insurance policyowners in company history.  Read more.

Retirement and Taxes: How to Maximize Your Savings

Not all retirement savings vehicles are taxed the same way. Read more

What’s Your Vision for the Future of Your Business?

The transition of your business takes careful and strategic planning, so it’s important to start early. This white paper can help you weigh the pros and cons of your potential successors and help evaluate transfer strategies to fit your goals and tax needs.
Download now

 

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