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2022

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Northwestern Mutual Strategic Audit, Eleazar Oceguera Dec 2022

Northwestern Mutual Strategic Audit, Eleazar Oceguera

Honors Theses

Northwestern Mutual is one of the largest financial advising firms in the US. It provides holistic financial advising, which includes life insurance, investments, and retirement planning. It is the largest life insurance provider and is top ten in investment planning. This report investigates the internal and external analysis of Northwestern Mutual business models and the strategies it has incorporated to sustain a competitive advantage in the constantly evolving wealth management sector. This report explicitly focuses on the life insurance sector of the business. There are two main tools used to analyze the external environment are Porter's Five Forces and the …