Northwestern Mutual Facts
Northwestern Mutual was founded in this year.
What is 1857?
Complete the dialing ratio.
40-10-?
(five)
An outbound phone call with an intention to set a meeting
What is a dial?
How many current senior advisors in the El Paso office came from the internship program?
2!
Bobby & Chuck
The year that Northwestern Mutual started giving out dividends.
What is 1872?
The amount of activity points you get for a Fact Finder.
What is 1 point?
The process of learning about an individual's problems, motivations, and current planning
What is fact finding?
Region of the country our network is located in.
What is the Southwest?
Northwestern Mutual's corporate office is located here
What is Milwaukee, Wisconsin?
What is 25+ points?
These characteristics make up a QUALIFIED suspect
Phone Number
Income
Age
Name
Occupation
The Managing Director of the El Paso office
Who is Bobby Diaz?
Northwestern Mutual offices go to these 2 trips per year
What is Regional and Annual?
The amount of fact finders you should strive to have per week
What is 6+?
(full time expectations during summer)
The process of working with a senior advisor on a case that allows you to learn more about financial planning concepts
What is Joint Work (JW)?
The Managing Partner of the Southwest region
Who is Deshawn Chapman?
This percentage of leadership comes from the internship program
What is more than 50%
The dollar amount in dividends to be paid out in 2026
What is $9.2 Billion?
This planning software shows clients their financial plans and areas of opportunity
What is the Planning Experience (PX)?
The network office # we are.
What is #139?