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Staff

As a Financial Representative for the Northwestern Mutual Financial Network, I am committed to helping my clients whether they are concerned for their own financial needs or those of their family or business. But I don't do it alone. Here you will find a listing of the people who help make it happen.

 

Cassidy L Conn
Director of Development
cassidy.conn@nmfn.com
765-423-2566 x21

I majored in Business Administration at Indiana University and joined Jerry's team in 2009 as his Director of Development.  Since then, I have obtained my health and life insurance license.  I assist Jerry with all of his marketing/advertising and client communications as well as any service based inquiries. 

As the office manager, my goal is to provide you with the best possible service and always keep you, the client, informed.

I am also a member of Tippy Connect, a networking group for young professionals in the Lafayette area.  I am involved in the Lafayette Chamber of Commerce so we are in touch with local events and potential economical issues. 

My husband and I and our two children reside in West Lafayette.

How can I assist you?

  • Scheduling your appointment
  • Confirming your appointments or rescheduling meetings when a conflict arises
  • Scheduling annual reviews to maintain your financial goals
  • Assisting with the preparation of your personal planning analysis
  • Assist with questions regarding your inforce life insurance policies and new proposals
  • Making you aware of changes that may affect your overall financial planning
  • Maintaining our website so you have the most current information and updates
  • Being aware of new resources to better service you
  • Answer your questions regarding the medical and financial underwriting process
  • Schedule your insurance examination
  • Expedite your policyowner service requests
  • Process your address change
  • Change your billing method or bank information
  • Process your owner/beneficiary changes
  • Provide general billing and policy information. 

 Cassidy L Conn