David Travis

Office: 270-753-4140

1210 Johnson Blvd
Northwestern Mutual

Murray, KY 42071-2973

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2011 Annual Report

Northwestern Mutual’s financial strength and consistent performance help clients achieve financial security. Our Annual Report features clients who talk about the steps they’ve taken with the help of their financial representative to achieve a financially secure future.

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One of the “World’s Most Admired” Companies

FORTUNE® magazine asked experts to choose the “World’s Most Admired” life insurers. Again, they chose us.

Dividend Announcement

Northwestern Mutual announced a 2012 payout of nearly 5 billion dollars – the second largest in our company’s history to clients who own life, annuities, DI and long-term care policies.

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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

Disability Insurance for Medical Professionals

Disability Insurance for Medical ProfessionalsPhysicians and dentists are aware of the importance of disability income insurance. But research conducted by Harris Interactive in 2008 revealed discrepancies between what medical professionals’ expectations are of the coverage provided by “own occ” DI and what actually is covered.

To learn more about Northwestern Mutual’s exclusive new Medical Occupation Definition for physicians and dentists and how it is designed to help meet your needs, go to the Disability Income Insurance Knowledge Center.

Do you know the six biggest risks to a secure retirement and how to plan for them?

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Do you know the impact a long-term care event can have on your financial security in retirement?

Often the financial effects of long-term care expenses resulting from an accident, a chronic illness or a cognitive impairment are overlooked. Learn more about the impact a long-term care event can have on a retirement.

Steve Forbes and John Schlifske on “The New Normal and Post-Recession Trends”

Northwestern Mutual hosted a speaker series with Steve Forbes and Northwestern Mutual chairman and CEO John Schlifske. The three day tour included panel discussions in Louisville, Cleveland, Indianapolis, Kansas City, Houston and Dallas, and saw nearly 4,000 attendees in total. In each city, Steve and John discussed the economy, the markets and how individuals and business owners can rebuild their financial foundation.

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Go Paperless

Go PaperlessNMIS Online clients can go paperless by enrolling in electronic delivery (e-delivery) of certain account/securities documents.

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What is Long-Term Care and What are Your Options?

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How Much Would a Future Long-Term Care Event Cost?

Use the LTC Cost Calculator to better understand the potential cost of a long-term care event and how it can vary by age, where the care takes place and the length of care.

David Travis is committed to helping his clients develop financial solutions by taking the time to get to know them and their objectives. What this means is that David Travis has a genuine interest in understanding what his clients deeply care about in terms of their financial future. The real benefit to his clients is that David Travis will help provide them with concepts that will enable them to align their goals with a specific course of action.


David Travis is an active member of the Murray community, both professional and personally.

 

  • David Travis serves on the Board of Trustees of Georgetown College, Georgetown, KY.
  • David is an active member of the First Baptist Church in Murray.
  • David is a member of the Murray State University Presidents Club.
  • David is an active member of BYRAM-National Study Group.
  • David has served as an adjunct professor teaching in the Finance Department at Murray State University

My Mission

As a Northwestern Mutual Financial Network Representative, in all situations I will make those recommendations which I would do for myself and my family if faced with a similar situation.

By matching your needs with innovative solutions utilizing world-class insurance services and internationally recognized investment products, I will do my best to help you protect and provide for those people you care about most. I will work hard to build a relationship with you based on trust and integrity, always striving to provide you with the same level of ethical service that I would expect for myself.

Northwestern Mutual

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