NM
1857
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What year was NM founded?
Emergency Fund
All Phases: Foundational, Strategic, Optimized Retirement, Wealth Transfer
Much like renting
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What is Term Insurance?
10:3:1
Prospects: FFs: Clients
A company owned by the policy owners.
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What is a Mutual company?
Debt, baseline protections, has some intermittent savings
Foundational Planning
First exam for investment licensing
SIE
40
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How many dials should be made a day?
Wrote the One Card System
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Who is Al Granum?
Investments (Comprehensive)
Optimized Retirement AND wealth Transfer
Minimum amount of WL
$50,000
005
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What is the Pizzuti network office number?
Milwaukee
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Where is home office located?
Strategic savings, lifetime protection, long term investments
Strategic Planning
Premiums due until age 65, benefit lasts a lifetime
Whole Life 65
9,200,000,000
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What amount of dividend was paid to policy holders in 2026?
What year, if any did NM not pay a dividend to it's policyholders?
Never! A dividend has been paid out every years since 1857
Needs protection and Investments
All Phases: Foundational, Strategic, Optimized Retirement, Wealth Transfer
This type of professionally managed investment pools money from multiple investors to purchase a diversified basket of stocks and bonds.
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What is a Mutual Fund?
2