Mike Jacob
Contact Me

Office: 949-622-7253

18191 Von Karman Ave
Ste 100
Irvine, CA 92612-7103

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Advanced Planning
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Northwestern Mutual's Advanced Planning Library is a powerful legal research tool.

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Lessons From the World of Golf

For professional golfers to achieve a high ranking amongst their peers, it takes consistent performance in tournament after tournament. The same is true in business. So, how does Northwestern Mutual stack up on the industry leader board?

View Scorecard

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

Going Green

Go PaperlessNMIS Online clients can support efforts to go green by enrolling in electronic delivery (e-delivery) of brokerage account statements and trade confirmations.

Enroll Now

Rebuild, Revive and Learn From the Great Recession

Northwestern Mutual’s CEO Ed Zore and Steve Forbes hosted events in Atlanta, Denver, Minneapolis and Newport Beach focusing on key lessons learned in the Great Recession and how to rebuild and revive the economy.

Visit the Northwestern Mutual Resource Center’s Fact and Comment page on Forbes.com for additional insights.

New Interactive 2009 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security.

Our interactive report features clients talking about why they felt secure in an unstable economy.

View Interactive Annual Report

Ratings agencies affirm Northwestern Mutual’s top rating – again!

For the 19th consecutive year, all four major ratings agencies affirmed Northwestern Mutual’s best-possible insurance financial strength ratings. See what Fitch Ratings, A.M. Best, Moody’s Investors Service and Standard & Poor’s said about Northwestern Mutual’s consistent strength and stability.

Northwestern Mutual and Forbes launch the new Fact & Comment page

ForbesForbes 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

Northwestern Mutual Financial Network

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 the Northwestern Mutual Financial Network, providing our clients with financial services that allow them to feel assured that their intentions have been understood and their needs are being addressed.

My Mission

"The best mission statements are simple and clear. Mine is to help my clients manage financial risk and achieve financial security through a combination of expert guidance and financial solutions. I am guided in my work by a belief that I will always put the interest of my client’s first and do what is right all of time."

-Mike Jacob

 

Mike Jacob specialize in working with closely held business owners and attorneys.  For his clients, Mike works through an interactive process to help them focus on what they value, instead of what they own. Mike Jacob believes in working with his clients by building relationships and  developing wholistic plans to address his clients' concerns.  

Information for Business Owners

If you own or operate a business, Mike Jacob recommends the following articles:

What's Key for Your Business?   

Nonqualified Deferred Compensation Plans   

Disaster Planning for Small Businesses  

Click here to read additional articles.

 

With a focused expertise on the business owner, Mike can provide guidance for any stage of your business:

Starting Your Business

Growing Your Business

As Your Business Matures

Transferring Your Business   

Resources for Attorneys

Mike Jacob offers attorneys access to a variety of resources:     

Gifting in Estate Distribution

 Economic Commentary    

Northwestern Mutual's Advanced Planning Library is a powerful legal research tool designed for use by attorneys, CPAs, trust officers, law school professors, business school professors, actuarial consultants, planned giving-charitable organizations, and retirement plan consultants. This Web site contains materials covering topics such as estate, business, charitable, retirement and insurance planning produced by both attorneys in the Advanced Planning Division of Northwestern Mutual and outside professionals.   

 

 

Your Future is Now

Life never stands still. It evolves, changes direction, and leads to new possibilities. That means your approach to financial security cannot be static, because as your life changes, so do your needs and goals.

Working together, we can help you identify your financial goals and objectives to help you prepare for the future and help protect you if life takes an unexpected turn. Keeping pace with life's changes is important. Let me help you achieve a secure financial future.
 
 

Expert Guidance and Innovative Solutions

As a member of the Northwestern Mutual Financial Network, Mike Jacob has access to some of the most specialized financial expertise in the country. Mike is also able to provide you with high quality risk management and investment solutions from a wide variety of organizations.
 
Helping his clients to achieve financial security with an appropriate mix of expert guidance and innovative product solutions is a very personal matter. Mike's commitment to you is to call on the full capabilities of the network, drawing upon his own skills and the expertise of qualified specialists to help you meet your personal financial and business goals.
 
Along the way, Mike's hope is that you establish a trusting relationship, one that will endure and grow as your life changes and your financial needs evolve.