Joshua Kosnick

Office: 608-836-3080

1600 Aspen Cmns Ste 800
Middleton, WI 53562-4718

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New Announcement: CLU Designation Earned

February 2009- Joshua S. Kosnick of Northwestern Mutual Financial Network the Kosnick Financial Group has been conferred his Chartered Life Underwriter (CLU) designation from the American College.  Founded in 1927, the American College, based in Bryn Mawr, Pennsylvania, is the nation’s oldest and largest nontraditional institution for higher learning dedicated exclusively to the academic studies of life insurance and related financial services.  With a CLU designation, Kosnick has achieved a high level of studies in the life insurance profession, enabling him to provide a wider range of solutions for the life insurance needs of individuals, business owners and professionals, including income replacement, estate analysis, and wealth transfer. As a Recruiting Field Director with the Northwestern Mutual Financial Network, he is part of a network of specialists offering a wide array of insurance, investment products and services.

What Does Josh Do?

Many people look back on their lives with regret; not for the things they have done, but for the things they have left undone. They find they are more successful than they thought they would be and saved less than they intended. They find themselves in situations that are more complex and less predictable than they anticipated.

That is where Josh Kosnick comes in. Josh takes the time to get to know you and your preferences. He listens to your goals and vision for the future. Josh can help you anticipate and prepare for the best and worst scenarios. The relationship Josh Kosnick establishes with you enables him to focus on your needs, what you want for your family and your business, and what you are currently doing.

Josh Kosnick helps business owners and successful professionals find the time to make smart decisions about money. Josh does this by helping to identify and prioritize the values that each individual brings to the table and compare them to the financial actions they are currently taking. Josh Kosnick creates an atmosphere that allows people to focus their time and energy on their families and businesses without fear that their financial future may be in doubt. The result is that Josh's clients utilize financial solutions that allow them to accomplish the things that are truly important to them.

Let Josh Kosnick & his team help you achieve a secure financial future.

What Others Have to Say About Josh

”When I first met Josh, a mutual friend suggested I talk to him about my future financial goals.  I was skeptical and really met him without any intention of working with him to plan my future.  However Josh's careful listening and absolutely pressure free approach with his clients almost immediately sold me to sign up.  Josh is confident and has a support staff that all truly care about the success of the individuals.  I think that bears repeating; Josh & his staff care about the success of each of his clients, not just their money.  I think this distinction sets the Josh Kosnick group and NMFN apart as clear leaders in the financial community and I am glad to be working with the best!"

- Michael Anthony, applications engineer from Milwaukee, WI

 

“Josh's down-to-earth, straight forward style has allowed us to define our financial goals and given us clear direction to achieve them.  He has not only removed the anxiety and other negative emotions associated with finances, but also shown us how to use the resources we have to accumulate wealth over time."

-David and Danielle Skupas, realtor and professor from Madison, WI

 

"When Josh met with our family he really took the time to make sure all of our questions were answered and needs were met. We never felt pressured and were always treated with the utmost respect. To us, Josh Kosnick is a man of his word. His ethical ways and sincere disposition gave us the reassurance we needed as a family. It is because of Josh Kosnick that we know if something unexpected were to happen our family would be covered."

- Chad and Erika Whalley, teachers from Sun Prairie, WI

 

"We had a good feeling right from the beginning with Josh; When he took the time to sit down, answer our questions without judging, and provide guidance for our future.  We have referred him to many of our friends because of this."

-Jeffrey and Jennifer Turk, electrician and RN from Mt. Horeb, WI

My Mission

My personal ambition is to be able to positively influence everyone I come in contact with. My experience has been that far too often people are very unprepared for many of life's events. I engage my clients in difficult conversations and challenge them to make tough decisions to make sure that although we may not know what lies in store for us, at the very least we can be financially prepared. I work for a highly regarded institution in the Northwestern Mutual Financial Network to help protect my clients’ families from the very worst that can happen and help them work towards the dreams that make life worth living.

My Team’s Purpose Statement

"Our dream is to help others achieve their dreams."

        -Joshua S. Kosnick & Team

My Values

Integrity- I hold close the principles of honesty, respect, and trust that each human being is entitled to. I take responsibility for my actions and choices. I am consistent in my character and true to myself. I strive to always do the right thing in the right way for the right reasons to cultivate relationships of mutual trust. 

Impact- I seek to positively impact every individual, family, business, organization, associate, and community I come in contact with. I leave people better off than when I found them- I help them improve their situation in life relative to their dreams and goals. The work I do now will affect the well-being of generations to come. Each individual has the power to impact the world around him. 

Growth- I encourage and appreciate opportunities for personal and professional growth. I am always eager to learn more, excited to improve myself and my leadership, and energized to become the best organization in the best company in the best business. 

Courage- I do not shy away from bold statements, bold suggestions, and bold actions. I have courage in the face of adversity, choice, and new experiences. I challenge those I come in contact with to discuss uncomfortable worst-case scenarios, to make tough decisions, and to be fearless in achieving their dreams. I reduce fear and regret to help create confidence. I tackle my personal obstacles head-on. 

Faith- I respect the personal relationship each individual has with God. I draw my daily strength from my faith, from His wisdom in placing me in particular situations to cross paths with particular people, and from His will for us all as instruments in His hands. I have faith in God, faith in my fellow men, faith in myself, and faith in the promises of Northwestern Mutual.

My Career

"My business is all about IMPACT, by protecting what you care about most and helping you grow your worth to achieve your dreams. The only things sold in my business are the reduction of anxiety and the fulfillment of your dreams.

"The other IMPACT I'd like to have is to be able to return the gift that was given to me. I believe that I work in the best career, with the best people, and for the best company in the world! That being said, this career is definitely not for everyone, but for the right individual, this career could be the gift of a lifetime. By going through our ‘mutual fit’ selection process you'll learn more about yourself than ever before."

 -Joshua S. Kosnick