CoreFit Financial - Northwestern Mutual

10/13/2025

Top 10 questions to ask yourself in honor of Financial Planning Awareness Month:

1. Do I have access to cash for short-term emergencies without taking on debt?

2. If I’m nearing retirement, do I have 75% of my income needs met from guaranteed sources?

3. Do I have enough life insurance?

4. How much income would I receive if I couldn’t work because of a sickness or injury?

5. When does my life insurance cancel?

6. Does my retirement portfolio have enough exposure to asset classes other than the big U.S. companies?

7. Am I comfortable with who will be managing my assets for my family if I’m not around?

8. Am I spending enough money to enjoy life today based on what I value the most?

9. Is it possible that I can retire sooner than I thought?

10. Do I have any assets that should be owned by a trust instead of owning them in my name?

07/16/2024

We’re thrilled to once again receive recognition from Forbes for being one of the Best-in-State Financial Security Professionals. Congrats to our Founder, Michael Bush, for receiving the honor. We appreciate the trust our clients place in us and look forward to serving them for many decades to come.

03/30/2024

Big Shoutout to CoreFit Financial - Northwestern Mutual!

🎉 We're thrilled to announce that CoreFit Financial's unique challenge of a 48-hour fasting to boost physical fitness has not only brought incredible health benefits but also raised a whopping $3,000! 🏋️‍♂️💰

🏀 And what better way to celebrate this achievement than with a March Madness kick-off! 🎉 Thank you, CoreFit Financial - Northwestern Mutual, for your dedication to improving health while supporting JA of Kentuckiana! 🙌

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03/20/2024

03/15/2024

Marcus Aurelius said it best. We shortened it to “spend life living.” Enjoy the day!

03/06/2024

https://www.facebook.com/reel/24861370623506228

02/13/2024

We are hiring! Reach out today to learn more about this opportunity.

Investment & Planning Associate

CoreFit Financial
Northwestern Mutual
140 Whittington Parkway
Louisville, KY 40222

GENERAL RESPONSIBILITIES
The responsibility of the Investment & Planning Associate is to assist the team with new business operations by inputting and expediting investment applications and financial plans while following acceptable new business procedures and guidelines.

Specific responsibilities include, but will not be limited to:

• Expedite workflow of investment accounts: account opening and maintenance
• Provide professional client experience, written and verbal, in person, phone, and email communications
• Review existing client portfolios: contribution and distributions, asset allocation, manage RMDs, and performance reports
• Service and support, annuities, asset movement, rollover calls, and 401K plans
• Work alongside advisors and team members to assist with meeting preparation, client needs and daily functions of the investment side of our business
• Create and manage financial plans for presentation: including gathering data, financial statements, running illustrations
• Back up support for insurance applications and account maintenance

QUALIFICATIONS
It is recommended that the ideal Investment & Planning Associate have the following qualifications:

• Bachelor’s degree in finance, accounting or business preferred
• SIE, Series 6 or 7 and Series 63, Life/Health licensed preferred or willing to obtain within first twelve months
• Three or more years of professional experience within financial industry preferred
• Strong technology skills: Microsoft Office, Outlook, CRM, Envestnet NetX360
• High degree of organizational skills
• Excellent written and oral communication skills
• Ability to take independent action to make sound decisions
• Ability to maintain a high degree of confidentiality
• Strong analytical skills

Interested individuals should send their resume to: [email protected]

10/01/2023

Our team had a conversation with a friend this week who approached us about his investment portfolio. He was nervous and wanted to be assured he wouldn’t “lose everything” if the markets begin to tank. His investment accounts will be fine. However, when he told us about his life insurance, he could see our disbelief. As a 44-year-old, his family would be financially devastated if he dies in the next decade or so. His $500k of term he bought 12 years ago isn’t going to cut it. At his current income, he needs 10x that amount. Moral of the story: yes, we’re the industry leaders in financial planning and represent the fastest growing broker dealer out there. But sometimes we have to focus on the basics first. Get your life insurance policies audited.