Archive for the The Kelley Financial Group – Network Office for Northwestern Mutual in Greater Cincinnati, Dayton Category

The Kelley Financial Group on 5/3 BusinessBeat: Celebrating ‘Best Places To Work’ award from BizCourier

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 01/17/2011 by @CincinnatiPR

Here’s the goods …. Shawn Kelley, Managing Partner of The Kelley Financial Group, appeared on The Fifth Third BusinessBeat Jan. 7 to discuss his company’s “Best Places To Work” award from The Cincinnati Business Courier.

The official, online version of the press release announcing The Kelley Financial Group winning The Best Places To Work Award is at: http://bit.ly/KelleyFinancialNamedBestPlacesToWork.

The actual win – and presentation of the award by Business Courier Publisher Doug Bolton – can be viewed here: http://bit.ly/KelleyFinancialWinsBestPlacesToWork.

To contact The Kelley Financial Group, please call (513) 366-3600, visit http://kelleyfinancial.nmfn.com or send an e-mail to Mr. Kelley at shawn.kelley@nmfn.com.

The Kelley Financial Group, winner of ‘Best Places To Work’ from BizCourier, on BusinessBeat tonight at 7:30

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 01/07/2011 by @CincinnatiPR

Managing Partner Shawn Kelley (left) with The Kelley Financial Group, with Pat Kern of Strategic Employee Benefit Services, a Kelley Financial unit.

The Cincinnati Business Courier recently confirmed what many inside The Kelley Financial Group have known for years:

The Network Office of Northwestern Mutual, in business since 1865, and currently run by Managing Partner Shawn Kelley, is one of the best places to work in Greater Cincinnati.

The Cincinnati Business Courier officially named The Kelley Financial Group a first-time winner in the medium-sized company category in its “Best Places to Work” program. The Kelley Financial Group joins an elite list of companies who have been named winners.

Courier Publisher Bolton, left, with Shawn Kelley, taping The Fifth Third BusinessBeat

Mr. Kelley will be featured on the Courier’s TV program, The Fifth Third BusinessBeat, airing on WCET-TV (Ch. 48) at 7:30 p.m. tonight.

“It’s not the first time a company has won the first time it’s entered, but it’s quite rare. We congratulate The Kelley Financial Group on their win, and look forward to having them on-board for many years to come,” said Doug Bolton, Publisher of The Cincinnati Business Courier (http://www.CincinnatiBusinessCourier.com).

“Winning our ‘Best Places To Work’ competition isn’t easy. The competition is fierce. It’s considered quite the feather in the cap by many businesses in our community, and an affirmation that companies are doing things right,” Bolton said.

The online press release recognizing The Kelley Financial Group, and announcing its appearance on the BusinessBeat program tonight, is here:

http://dunes.cincinnati.com/pubnews/story.aspx?id=175726&siteID=1

The official announcement of the winners, published by The Business Courier, is here:

http://www.bizjournals.com/cincinnati/news/2010/11/04/courier-names-best-places-to-work.html

“This program recognizes the voice of the worker. Winning for the first time – during their first year of engagement – is a clear reflection on the job that Shawn Kelley and his leadership team have accomplished,” Bolton added.

Kelley attributes winning the award to his organization’s longstanding, three-point philosophy on people and operations:

– Find the best people possible;
– Put them in position to win – for themselves, and for the organization;
– Set them free to do what they do best.

“It’s a three-step process. Once we get the absolute best people we can find, we then determine how their individual and professional strengths best fit the organization,” Kelley said.

“Where are they best suited to achieve success? Finally, we want to liberate our people to do what they do best, to empower them, so that they have responsibility for certain tasks,” Kelley continued.

“When it’s done right, our people don’t have to be told specific tasks. They already know how to accomplish the goals and objectives we have set forth,” Kelley added. “That’s what produces a happy and productive workforce, a workforce fully educated in our game plan.”

While unemployment remains high across the country, Northwestern Mutual network offices have been recruiting and training new financial representatives at a fast pace.

Over three years (2009 to 2011), The Kelley Financial Group is seeking to recruit 100 financial representatives, part of a nationwide initiative to recruit thousands of Northwestern Mutual financial representatives.

Rookwood Tower - Norwood - Greater Cincinnati HQ of The Kelley Financial Group

Known as “The Bible of Business News” in the Queen City, The Cincinnati Business Courier is a weekly must-read, chronicling the diversity of industries in the Tri-State regionsouthwestern Ohio, northern Kentucky and southeastern Indiana – since 1984.

Its “Best Places to Work” program is amongst the most popular in the corporate arena of Greater Cincinnati.

The representatives for The Kelley Financial Group of Northwestern Mutual (http://kelleyfinancial.nmfn.com) provide Life Insurance, Disability Income Insurance, Annuities and Long-Term Care Insurance, as well as an array of investment products to help clients protect their financial futures.

In addition, some representatives are licensed to provide a variety of related products, which can help solve personal, retirement, estate and business needs.

The Northwestern Mutual Life Insurance Company – Milwaukee, WI (Northwestern Mutual) – the industry leader in total individual life insurance, long-term care insurance, and disability insurance dividends paid to participating policyowners – has helped clients achieve financial security for more than 150 years.

Though dividends are not guaranteed, are reviewed annually and are subject to change, the company has paid life insurance dividends every year since 1872. As a mutual company with over $1.2 trillion of life insurance protection in force, Northwestern Mutual seeks to share, as appropriate, its gains with policyowners and deliver consistent and dependable value to clients over time.

Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment adviser, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company; and Russell Investments.

So ….

Look for Shawn Kelley of The Kelley Financial Group on WCET tonight …. and here’s a sneak peek at the taping segment, from earlier this week at The Cincinnati Business Courier TV studios:

Here’s the official press release from The Kelley Financial Group, announcing the win:

Press Release from The Kelley Financial Group - Best Places To Work

In Cincy since 1865: The Kelley Financial Group announces $4.9 Billion dividend, new lease, SEBS healthcare unit up 15%

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 11/16/2010 by @CincinnatiPR

Shawn Kelley, managing partner of The Kelley Financial Group at Northwestern Mutual, with one of his top lieutenants, Pat Kern with Strategic Employee Benefits Services (SEBS).

The Kelley Financial Group, Network Office in Greater Cincinnati for Northwestern Mutual over the last 145 years, is proud to announce a litany of breaking news that further solidifies the brand’s intimate, long-term relationship with thousands of Tri-Staters.

The biggest news starts with a “B” – as in billion.

More specifically, $4.9 billion in 2011 dividend payouts for participating policies, the figure announced late last month by Northwestern Mutual. The expected national payout for Northwestern Mutual next year is $150 million more than the expected 2010 payout.

With the payouts, the financial security company expects to lead its industry in total life insurance dividends paid. Northwestern Mutual currently pays more in ordinary life insurance dividends than the next two highest-paying companies combined.

Northwestern Mutual credits its dividend payout to:

careful underwriting;

rigorous expense management;

diversified investing, and

strong performance in other operating fundamentals.

Our 2011 dividend is great for our policyowners,” said John Schlifske, chairman and CEO of Northwestern Mutual (www.northwesternmutual.com).

“In absolute terms, it’s a terrific payout – the second-highest we’ve ever paid. We are particularly proud of how we perform, compared to the industry. We pay more in dividends than companies that are larger than us, and we do that while also being among the financially strongest companies in the world.”

BACKING UP THE BILLIONS: NEW 10-YEAR LEASE AT ROOKWOOD TOWER; NEW BUSINESS UP 15 PERCENT AT STRATEGIC EMPLOYEE BENEFITS

Policyowners of the mutual financial security company, Northwestern Mutual – will be encouraged to learn The Kelley Financial Group has notched two other significant milestones at the Norwood-based office, operating satellite offices in West Chester and Dayton.

Amidst a tenuous real estate market, where offices such as The Kelley Financial Group are intensely sought by commercial landlords, the group recently signed a 10-year lease renewal at a landmark facility towering over Interstate 71, the Rookwood Tower.

Rookwood Tower in Norwood, home of The Kelley Financial Group at Northwestern Mutual.

The 30,000-square-foot lease was signed at the building with terms commanding a major build-out of The Kelley Financial Group’s space.

Rookwood Tower is located in the popular Rookwood Pavilion and Rookwood Commons office/retail megaplex straddling Norwood, near Hyde Park.

The Kelley Financial Group needed to reconfigure its space to accommodate the office’s recruitment campaign, currently in the process of enlisting at least 100 new financial representatives over the next several years. Kelley currently leads a team of 250 passionate, dedicated professionals based in the Rookwood Tower; another 20 work in West Chester, joined by another 30 in Dayton.

The Rookwood Tower has a very centrally-based location, and considering the tens of thousands of vehicles that pass us by, the visibility it affords has become a tremendous asset to showcase our brand,” Kelley said. In 2006, the Ohio-Kentucky-Indiana Regional Council of Governments estimated at least 140,000 cars pass by the distinctive, seven-story facility adorned with the Northwestern Mutual name and logo.

Last year, Kelley announced his recruitment campaign to add at least 100 new financial representatives over the next several years. His Satellite Office in Beavercreek, the Miami Valley Financial Group, located outside of Dayton, Ohio, recently announced a similar growth campaign to add 85 new financial representatives, under the guidance of Managing Director Jim Marker. In West Chester, the team of about a dozen financial representatives, led by Managing Director Jeffrey Gayonski, is looking to double in five years.

Jeffrey Gayonski, managing director with The Kelley Financial Group at Northwestern Mutual (West Chester).

Real estate has also factored into The Kelley Financial Group’s recent relocation and expansion effort in Butler County, where its West Chester Satellite Office recently doubled its space to almost 4,000 square feet at an office near Liberty Way.

“This is an intense, exciting time to be in the financial security business,” Kelley said of the growth his firm has experienced. “As a nation, as a company, and as financial professionals, we see first-hand the challenges that people are experiencing in this most challenging financial climate.

“With 145 years in this market – and the incredible stability that Northwestern Mutual has – we at The Kelley Financial Group feel that we are in a unique position,” Kelley added.

”We can help provide that most intimate, critical piece of peoples’ daily lives, financial security, that many seem to be missing.”

NEW SEBS TOOL, INTERACTIVE ENROLLMENT SERVICES (IES), HELPING EMPLOYERS MANAGE HEALTH CARE COSTS

Another one of the principal business lines at The Kelley Financial Group is Strategic Employee Benefits Services (SEBS), a nationwide marketing program providing employee benefit services exclusively through representatives of the Northwestern Mutual Financial Network. Each SEBS unit at the hundreds of national network offices of Northwestern Mutual is a locally owned and operated enterprise.

At the SEBS unit operating within The Kelley Financial Group, led by Pat Kern, new business is up 15 percent.

The experts at the Greater Cincinnati office of SEBS, also housed in the Rookwood Tower, (http://cincinnati.strategicebs.com) use a new tool – Interactive Enrollment Services (IES) – as a program that identifies employees who are eligible to elect alternative health insurance coverage options available to them, and their families, at a “no-loss” to the employee.

“Through customized incentives and professional advice from the highly-trained local SEBS team, employees are able to comprehensively and holistically understand their coverage outside of their employer’s plan,” said Kern. “There are quite common circumstances that we come across, in which we have been able to demonstrate significant savings to employers through an aggressively implemented IES program.”

ABOUT THE KELLEY FINANCIAL GROUP

The Kelley Financial Group at Northwestern Mutual (http://kelleyfinancial.nmfn.com) provides life insurance, disability income insurance, annuities and long-term care insurance, as well as an array of investment products to help clients protect their financial futures. In addition, some representatives are licensed to provide a variety of related products, which can help solve personal, retirement, estate and business needs.

Jim Marker, managing director with The Kelley Financial Group at Northwestern Mutual (Dayton).

ABOUT NORTHWESTERN MUTUAL

The Northwestern Mutual Life Insurance Company – Milwaukee, WI (Northwestern Mutual) has helped clients achieve financial security for more than 150 years. As a mutual company with over $1 trillion of life insurance protection in force, Northwestern Mutual seeks to share its gains with policyowners and deliver consistent and dependable value to clients over time.

Northwestern Mutual is an industry leader in total individual life insurance and disability insurance dividends paid to participating policyowners. Though dividends are not guaranteed, are reviewed annually and are subject to change, the company has paid life insurance dividends every year since 1872.

Northwestern Mutual and its subsidiaries offer a holistic approach to financial security solutions including: life insurance, long-term care insurance, disability insurance, annuities, investment products, and advisory products and services. Subsidiaries include Northwestern Mutual Investment Services, LLC, broker-dealer, registered investment advisor, member FINRA and SIPC; the Northwestern Mutual Wealth Management Company, limited purpose federal savings bank; and Northwestern Long Term Care Insurance Company; and Russell Investments. Further information can be found at http://www.northwesternmutual.com.

*The Network Office currently headed by Shawn Kelley opened for business in 1865.

Financial security in Greater Cincinnati, Dayton: http://kelleyfinancial.nmfn.com

1st time in, 1st win: The Kelley Financial Group wins at 2010 Best Places to Work Awards program today

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 11/04/2010 by @CincinnatiPR

Well, that didn’t take long.

In its first entry into the competition, The Kelley Financial GroupNetwork Office for Northwestern Mutual in Greater Cincinnati and Dayton – won the “2010 Best Places to Work” Award today.

Shawn Kelley, Owner and Managing Partner, The Kelley Financial Group.

Now in its 8th year, the program seeks to find “the most engaged employees” in the Greater Cincinnati business community.

Sponsored by the Cincinnati Business Courier, Managing Partner Shawn Kelley accepted the award from BizCourier Publisher Doug Bolton, cheered on by a raucous group of Kelley-ites.

Look for some exciting news soon in a leading local business publication regarding The Kelley Financial Group!

To reach The Kelley Financial Group, please call (513) 366-3600, visit http://kelleyfinancial.nmfn.com or send Shawn an e-mail at shawn.kelley@nmfn.com.

And here are the aforementioned raucous Kelley-ites:

The Kelley Financial Group: ‘Best Places to Work’ finalist

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 11/04/2010 by @CincinnatiPR

BizCourier hosts "Best Places to Work" luncheon at Millenium Hotel today.

The Kelley Financial Group of Norwood, Network Office of Northwestern Mutual in Greater Cincinnati and Dayton, will be in attendance today at the  “2010 Best Places to Work” luncheon in Downtown Cincinnati.

The event will be held at the Millenium Hotel, and runs from 11:30 a.m. to 1:30 p.m.

Shawn Kelley, Owner and Managing Partner, The Kelley Financial Group.

Sponsored by the Cincinnati Business Courier, the event will honor the 56 finalists culled from a field of 200+, including The Kelley Financial Group.

After the lunch, Courier Publisher Doug Bolton will announce a final winner’s list of 13 companies, in multiple categories, based on size (number of employees).

The Kelley Financial Group has operations in Norwood, as well as Satellite Offices in West Chester and Dayton.

Jeffrey Gayonski, Managing Director, The Kelley Financial Group in West Chester.

The 2010 Best Places to Work program is based on the results of anonymous employee surveys, measuring work-force engagement with the intent to discover:

– how employees feel about management effectiveness;

– the level of trust within their workplace; and

– other relevant workplace issues.

Firms were nominated to participate in the competition, now in its eighth year.

Jim Marker, Managing Director, The Kelley Financial Group in Dayton (Miami Valley Financial).

The companies employ more than 38,000 workers.

Those employees participated in online surveys.

And it all comes down to today.

“The competition was even tougher this year, and included 11 past winners,” said Bolton.

“To have engaged employees in this economic environment is a testament to the staying power of these firms.”

Best of luck to The Kelley Financial Group, the rest of the 56 companies honored today, and the 13 winners!

2010 Best Places to Work winners announced today - 11:30-1:30 luncheon, Millenium downtown.

The Kelley Financial Group is based in the Rookwood Tower, Norwood:

Rookwood Tower, Norwood: Network Office and local HQ of The Kelley Financial Group.

In Dayton, The Kelley Financial Group does business as the Miami Valley Financial Group, based in The Green, one of The Gem City’s finest shopping meccas (Beavercreek):

The Kelley Financial Group in Dayton - The Green, Beavercreek.

In West Chester, The Kelley Financial Group operates a Satellite Office in Liberty Office Park:

The Kelley Financial Group's West Chester office, in Liberty Office Park.

Page One in Dayton Business Journal: Gem City satellite office of The Kelley Financial Group, multi-state anchor of Northwestern Mutual, announces major growth plan

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 09/10/2010 by @CincinnatiPR

Miami Valley Financial, a member of The Kelley Financial Group, on page 1 of Dayton Business Journal - 9.10.10

You’ve read about West Chester.

The Kelley Financial Group, Network Office in the Tri-State and Dayton for Northwestern Mutual, just doubled its Butler County office off Liberty Way.

You’ve seen them on TV.

Financial Representative Doug Corn, The Kelley Financial Group and Northwestern Mutual were recently spotted on three Cincinnati network affiliates, announcing a major philanthropic endeavor.

Today, another Satellite Office of The Kelley Financial Group starts making some noise of its own.

Shawn Kelley, Jim Marker and the rest of the hard-working crew at The Kelley Financial Group today made the front page of The Dayton Business Journal:

http://dayton.bizjournals.com/dayton/stories/2010/09/13/story1.html?jst=pn_pn_lk

A Satellite Office of The Kelley Financial Group, the Miami Valley Financial Group is profiled in a story penned by Dayton Business Journal Senior Reporter Tom Demeropolis.

Earlier this week, Tom was named the Best Business Reporter in the State of Ohio by the Ohio Chapter of the Society of Professional Journalists.

Jim Marker, Managing Director of Miami Valley Financial, a member of The Kelley Financial Group at Northwestern Mutual.

To reach Miami Valley Financial Group, please call (937) 427-7120 and ask for Jim (above); e-mail is good – jim.marker@nmfn.com – and the company website is http://miamivalley.nmfn.com.

Shawn Kelley, Managing Partner, The Kelley Financial Group.

In Cincinnati (Norwood), The Kelley Financial Group can be reached at (513) 366-3600, at http://kelleyfinancial.nmfn.com or by contacting Shawn at shawn.kelley@nmfn.com.

In West Chester, Managing Director Jeff Gayonski is running the show, and Jeff can be reached at (513) 777-4300, at http://westchester-oh.nmfn.com or by contacting Jeff at jeffrey.gayonski@nmfn.com.

Jeffrey Gayonski, Managing Director of West Chester - The Kelley Financial Group.

Look for some exciting news for business owners soon from another cog in The Kelley Financial Group machine:

Strategic Employee Benefit Services (SEBS).

If you’re in the employee benefits biz, you’ve heard of SEBS.

If not, you will soon.

Got financial security?

UPDATE AT 11:25 a.m. on 9.10.10

Here is the official press release:

Miami Valley Financial Group, a member of The Kelley Financial Group, announces 85-job expansion: 9.10.10 release

This should download as a JPG. If not, give me a buzz – (513) 604-5428 or andy@andyhemmer.com – and I’ll send it over.

Peace! Have a great weekend!

The Community Press on The Kelley Financial Group at Northwestern Mutual: ‘Even during an economic crisis, some companies are still able to give back’

Posted in The Kelley Financial Group - Network Office for Northwestern Mutual in Greater Cincinnati, Dayton on 08/31/2010 by @CincinnatiPR

Print coverage is a beautious thing.

The Kelley Financial Group of Norwood, West Chester and Dayton – and one of its finest, Financial Representative Doug Corn of Bridgetown – were honored to be featured in a recent Cincinnati-based community publication, noting a $10,000 contribution to BLOC Ministries.

This week, The Western Hills Press features a Page Three story. The Western Hills Press is part of the 26-paper Community Press publishing empire, operated throughout Greater Cincinnati by Gannett:

The Kelley Financial Group, featured in this week's edition of The Western Hills Press.

Here’s a tour of the BLOC Ministries HQ in Price Hill, courtesy of Executive Director Dwight Young. Welcome to “The Corner BLOC”:

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