Richard C Margeson Jr, CLU®, ChFC®

Financial Advisor
Richard C Margeson Jr

Office: 541-389-7878 ext 223

15 SW Colorado Ave
Ste 375
Bend, OR 97702-1109

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37 straight years of A++ strength

Ratings agency A.M. Best has reaffirmed Northwestern Mutual and Northwestern Long Term Care Insurance Company’s best-possible insurance financial strength rating of A++ with a stable outlook.

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.

View Annual Report

Forbes Lifetime Planning iPad App

Northwestern Mutual is proud to be the exclusive partner of the new Forbes Lifetime Financial Planning app for iPad, free for download on the Apple Store. Within the app, Northwestern Mutual offers articles, consumer tips and videos that address common financial planning questions.

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.

Gift Tax Exemption Sunsets in 2012

Legislation that increased the amount each person can give during life or at death without federal gift or estate tax is $5.12 million only through the end of 2012.

See how permanent life insurance can create leverage to make that gift even more powerful.

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.

Click here to learn more.

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

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

Learn More.

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.

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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My Mission

As a Northwestern Mutual Financial Network Advisor, Rick Margeson looks first to understand your vision for the future. It says a lot about you. And like you, Rick's vision is unique. So is Rick's approach to helping you shape it and attain it.

Rick is committed to providing clients with innovative, relevant solutions for their personal and business needs.  He develops enduring relationships with clients based on integrity and excellent service.

Simply put,  Rick Margeson's mission is to help you secure your family's or business's future and protect what's important to you.


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.