Video Introduction

Sign Up for My
E-mail Newsletter

Stay informed on the latest financial security news you can use to help guide your future.

Refer a Friend

Do you know someone who might share your concerns about financial security?
 

Staff

DAN SCHARFF ON HIS PROFESSIONAL STAFF:

I believe in the power of excellent customer service.  So does my staff.  Our clients are our driving force and number one priority, and we are committed to providing the best service possible.  We will make every effort to keep in touch with you and anticipate your needs and always welcome calls from our clients as well.  We will do everything we can to provide you with the solutions you need.

If you would like to schedule an appointment, purchase a policy, or have questions about or need help with an existing policy, please contact Erika Burkhardt, Office Manager and Director of Marketing & Communications, at (212) 812-0576, or Meagan Smith, Director of Insurance Services, at (212) 433-1262.   

 

Erika C Burkhardt
Director of Marketing and Communications
erika.burkhardt@nmfn.com
212-812-0576

Erika joined Northwestern Mutual in March, 2011.  Erika graduated from Queens College, CUNY. 

How can Erika help you?

  1. Welcome referrals
  2. Schedule appointments
  3. Process address and billing changes
  4. Update client information
  5. Expedite owner/ beneficiary changes
  6. Schedule insurance exams
Meagan Smith
Associate Financial Representative
meagan.smith@nmfn.com
(212) 433-1262

A graduate of Fordham University, Meagan has been with Northwestern Mutual since 2010. She joined Dan’s team as an Associate Financial Representative in February 2011, and is fully licensed in life, health, and long-term care insurance.

 How can Meagan help you?

  1. Supply quotes- life, disability income, and long term care
  2. Schedule insurance exams
  3. Provide policy/investment values
  4. Expedite owner/beneficiary changes
  5. Process changes to your billing methods
  6. Provide general policy and billing information