NM Basics
What does NM stand for?
Northwestern Mutual
What comes first: JW or Training?
Training
What does CFG stand for?
What school did Doug go to?
Fort Lewis
How many years has NM been around?
169
Milwaukee, WI
Name one license an intern can earn
SIE, Series 6, Series 63, Life & Health
Name ONE of our CO/WY offices
DTC
Boulder
Downtown
FoCo
Greeley
WY
What school did Sam go to?
University of Wisconsin - La Crosse & Madison - will accept both answers
Approximately, how many financial advisors work at NM nation wide?
Around 8,000
What are the two major areas of planning we help clients with?
Risk management & Wealth management
What are the five Market Surveys designed to do?
Start conversations and learn about peoples experiences with financial services
and learn how to prospect
Who is our managing partner?
Brian Cunningham
What school did Camille go to?
Of the Forbes Top 100 Financial Security professionals, how many of them are from NM?
31
What are the three possible outcomes of the internship?
Join a team, Solo advisor, Part as friends
Name 3 steps of our financial planning process
Prospecting
Phoning
Approach
FF
Prep
Close
Follow Up
What event brings advisors together every summer?
Annual Meeting
What school did Dina go to?
Penn State
Northwestern Mutual has paid dividends to eligible policyowners every year since what year?
1872
Approximately how many people do we expect you to meet to gain one client?
10
Name 3 groups of people you could have COI's with
Family
Friends
Classmates
Professors
Coaches
Coworkers
Neighbors
Parent Friends
Club members
former coworkers
Put these offices in order from North to South:
Boulder, DTC, Downtown, Fort Collins, Greeley, Laramie, Cheyanne, Jackson, Green River, Casper
Jackson
Casper
Green River
Laramie
Cheyanne
Fort Collins
Greeley
Boulder
Downtown
DTC
What school did Kelly go to?
CU
Without going over, how much life insurance does NM have in force?