Adrienne Upchurch
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Office:

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

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Advanced Planning
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Northwestern Mutual and Forbes launch the new Fact & Comment page

Forbes

Forbes and Northwestern Mutual partner to launch a new page titled Fact & Comment on the Forbes.com Web site, offering expert insights from leaders in business and beyond.

Go to Fact & Comment page

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.

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

How Adrienne Upchurch helps her clients

Hello and welcome to Adrienne's website.  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 help 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. 

Before you agree to receive financial planning services, please see complete information and disclosures in the NMIS Financial Planning Brochure (also called the ADV brochure) and review the terms of the NMIS Planning Engagement Agreement. These may be obtained from Adrienne Upchurch. 

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

The practice of Adrienne Upchurch focuses on engaging each client in an intimate, interactive discovery process. A priority for Adrienne is defining a client's very specific and unique needs. She then presents solutions to help achieve and protect personal, professional and financial goals.

By providing clients with tailored solutions and quality products and services, Adrienne Upchurch helps clients create a legacy. Adrienne explains, "This legacy can give clients the ability to impact future generations, build financial independence during our clients' lifetimes and provide security and success for their families and businesses."

A Special Needs Planning Expert

Adrienne Upchurch, a member of Northwestern Mutual’s Special Steps program, is passionate about assisting families with special needs dependents. Adrienne is experienced in special needs planning including navigating third-party benefits and the legal issues involved in planning for a dependent with special needs.

Adrienne understands the importance of balancing the complex needs and goals of a family – from retirement to education funding along with the needs of a loved one with special needs. Call Adrienne to learn more about how Northwestern Mutual’s Special Steps Program can help guide you through the process to secure a future of financial security for every member of your family today.

To provide families with an in-depth and coordinated special needs planning process, Adrienne works as an integral part of a team of experts including National Care Advisors (NCA) who help families find and establish eligibility to optimize the benefits available to them.

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

Dividend Announcement

Northwestern Mutual recently announced a dividend payout for 2010 of more than 4.7 billion dollars - the second largest in our company history - for clients who own life, annuity, DI and long-term care policies.

Click here to read more

Consistency Counts Scorecard

As in golf, the low score wins the game. Find out how Northwestern Mutual’s performance ranks relative to the competition. In times like these, it’s nice to know that Northwestern Mutual isn’t just strong — it’s consistently strong.

View Scorecard

Northwestern Mutual receives "best possible ratings"

The four major ratings agencies, Standard & Poor’s, A.M. Best, Moody’s, and Fitch, have each confirmed the company’s insurance financial strength ratings. We take great pride, especially in these economic times, in providing our clients the consistent financial strength that has been our signature for over 150 years.

Click here to read more.