Denise Shepard

Office: 210-446-5717

9110 W Interstate 10
Ste 105
San Antonio, TX 78230-3121

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Advanced Planning
Library

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

  

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.

Build Your Foundation

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.

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

Learn More.

Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Northwestern Mutual Named #1

FORTUNE® magazine named Northwestern Mutual the “World’s Most Admired Company” in the life insurance industry.

See why we’re ranked #1 in the world.

2010 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients who talk about the steps they’ve taken with the help of their financial representatives to achieve a financially secure future.

View Interactive Annual Report

Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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What is Long-Term Care and What are Your Options?

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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

   


Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

 

That is where Denise Shepard comes in. Denise will take the time to get to know you and your preferences. She can help you anticipate and prepare for the bestand worst scenarios. The relationship Denise establishes with you enables her to focus on your needswhat you want for your family and what you are currently doing.

 

Domestic Partnership Issues
If you're in a long-term relationship, you and your partner or significant other likely have shared goals and fiscal responsibilities. Yet, unmarried couples don't have the same benefits and legal protections automatically granted to married spouses.

 

Denise Shepard understands the financial hurdles that domestic partners face from interwoven finances and joint assets to fewer rights for federal, state and employer benefits. Along with legal and tax professionals, she can help you protect what you value most and recommend solutions to bridge the gaps and meet your long-term financial goals.

 


 

 

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.


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.