Adrienne Upchurch

Office: 972-663-7642

12221 Merit Dr Ste 1500
Three Forest Plaza
Dallas, TX 75251-2235

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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.

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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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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.

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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Chances are Your Protection
                  is Coming Up Short

If you don’t realize what it means to be totally disabled before you buy your individual disability income policy, you may be in for a surprise afterwards. To check out Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it views total and partial disability, click on Disability Insurance Check-up.

How Adrienne Upchurch helps her clients

Adrienne focuses on helping her clients discover their personal, professional, and financial goals and develop financial solutions in alignment with their objectives. Working together, Adrienne Upchurch and her clients create financial solutions to achieve legacies and financial security for their families and businesses. 

"I can provide you with guidance you can rely on when making the most important decisions of your life. I look forward to helping you meet and exceed your financial goals."

--Adrienne Upchurch

 

Adrienne Upchurch utilizes a four-step process

Adrienne utilizes a four-step process to help you plan for the future and protect you if your life takes an unexpected turn.
  1. Ask questions: Before Adrienne can advise you about any of the strategies that might be appropriate in your situation, she needs to learn about you.
  2. Analyze the information: Adrienne provides you with a comprehensive plan that compares what you have with what you want and identifies any gaps.
  3. Make recommendations: Adrienne prepares a detailed plan that includes a review of what you have already done, and some recommendations about what you may need to do next.
  4. Keep in touch: Nobody's situation stays the same. As yours changes, Adrienne will review your plan and perhaps suggest revisions to help ensure that your plan keeps pace with your changing situation. 

Articles of Interest

Adrienne invites you to browse through her extensive library of articles. Of interest to many of Adrienne's clients are articles on planning for children with special needs, life and disability income Insurance, and articles for women. Here are a few articles that Adrienne recommends:   

 

My Mission

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 I come in. I take the time to get to know you and your preferences. I can help you anticipate and prepare for the best -- and worst scenarios. The relationship I establish with you enables me to focus on your needs -- what you want in the future for yourself and/or your family.

By matching your needs with innovative solutions, utilizing world-class insurance services, and internationally recognized 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.

 

A Special Needs Planning Expert

Families with special needs are faced with many concerns and challenges regarding the long term care of their loved ones. Adrienne  provides financial planning services for families with such needs. She is willing to work with you to identify your goals and educate you on the available options. Adrienne works in the community with several local special needs organizations and presents to various groups in the Dallas-Fort Worth area on this topic.

Online Resources

Physicians Nationwide

Adrienne Upchurch is a member of Physicians Nationwide. Physicians Nationwide is a group of qualified and experienced Northwestern Mutual Financial Representatives who specialize in serving the unique financial needs of physicians.