David Yaktine, CLU®, ChFC®, CASL®

Financial Advisor
David Yaktine

Office: 417-877-4421

909 E Republic Rd
Ste F200
Springfield, MO 65807-6013

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Advisor help you?

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.

Build Your Foundation

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

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For things that are really important to them, people value the services of an expert. Planning for financial security is no exception. Professional guidance can help you achieve your goals toward of financial security and continued growth.

Whether you are planning for your own financial needs or those of your family or your business, David Yaktine can help you find the right answers. David will conduct a thorough fact finding, ask difficult questions, and take the time to get to know you.

Contact David today to request a comprehensive planning review . . . a simple step that may have an enormous impact on your financial well-being for years to come.

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 David Yaktine, CLU, ChFC.

 

My Mission

I pledge to deliver to my clients the spirit of the statement in the minutes from the 1888 Executive Committee Meeting;  "Always act honestly, with integrity, and in the best interests of my clients."  I will deliver this through a comprehensive process which identifies my clients innermost goals and objectives;  helps them execute, and monitor a plan for a lifetime of financial security.

 


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.