Honors Program


Document Type


Date of this Version

Fall 12-5-2022


Oceguera, Anthony. Northwestern Mutual Strategic Audit. Undergraduate Honors Thesis. University of Nebraska - Lincoln. 2022


Copyright Eleazar Oceguera 2022.


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 PESTEL analysis. This report also provides strategic recommendations for Northwestern Mutual's next steps as a firm.