Beginning with "L, P or S"
There are 4,285,867 potential clients that reside within a 25-mile radius of these three Washington state field offices.
Seattle - Tacoma - Bellevue
Note: This population grew +14% in the past decade!
Of the 75 Managing Partners currently in the NM system today, this number will retire over the next 10-yrs (by 2032).
30 (= 40%)
Note: We are currently interviewing to fulfill 5 new MP role openings.
This Principal for the West Region is married to Julie, has 29 nieces/nephews, enjoys running, flys planes and owns an organic farm in Northern WI.
Me
Fun ironic fact: For both my and I, our parents and all of our siblings names began with the letter "J". We even share brothers names of Jeff, Jim and Joe.
This home office program delivers a comprehensive, consistent and digitally enabled learning program for new advisors through their first three years.
National Training Program (NTP)
FYI: THANK YOU for participating. 72 of 76 network offices are now signed up for NTP. We're still shooting for 100% participation.
At 268 feet, these falls are over 100 feet taller than Niagara Falls!
Snoqualmie Falls
Note: Approximately 1% of the Puget Sound Energy comes from the falls.The formal name for this framework to establish effective goals that are specific, measurable, achievable, relative and time-based.
S.M.A.R.T. Goals
Note: As you build goals, keep it simple enough to articulate in one singular sentence that answers the critical questions of what, how and by when.
The total amount of insurance claims that NM paid out to its clients in 2021 (hint - it ends in billion)
$6.2B
FYI: Life $5.4B; D.I. $620M; LTC $133M
This number is a significant number in numerology. It is associated with the energy of change, progress and new beginnings. This number is a natural sign of encouragment!
87
With 100% of NO's participating and nearly 1,000 attendees (in-person and virtual), this 2nd annual NM event will be held next May 2023 and is focused on attracting and developing talent.
TalentWorks
Note: Feedback on 2022 T-Works: One of the most "valued" programs offered by the Home Office !
This company has over 4.9M clients, $2.1T life insurance in force and its exclusive distribution system manages over $245B of its client assets.
Northwestern Mutual
Note: This success is thanks to your great efforts!
Its inaugural drawing was held 30-years ago, on April 19, 1992 at Screenscape Studios in West Des Moines, Iowa. As a matter of fact, you have a better chance of being struck by lightning and bitten by a shark (at the same time!) than winning this lottery jackpot.
PowerBall
Note: From a $2 Powerball ticket, about 50% of the ticket sales is invested into the prize money, around 10% is used to pay for staffing and other operational costs while the rest is allocated for school funding!
As of May 2022, NM paid out roughy $55M in D.I. benefits for its clients dealing with the effects of this global pandemic.
COVID
Note: Imagine life / what you were doing on this day 2-years ago (11-15-20).
The contract for this critical field role was updated on Jan 1, 2022 and focused on two key elements: positioning the role as a stronger path to long-term leadership and adjusting financial incentives that come sooner.
GDD (Growth & Development Officer)
FYI: Total comp paid to GDDs increased by 42% under this new contract. The DD contract was also recently enhanced. (The MD contract will be enhanced in 2023)
This home office designed Field Leadership program is focused on developing current field leaders who desire to be appointed as a Managing Partners in the near future.
AMP (Aspiring Manager Partner)
FYI: Potential candidates must meet “AMP Nomination Considerations” relating to: Aligned Beliefs, Fulfilling the Roles of a Leader, Results, Qualifications. 26 people are currently in the AMP program.
Almost 12,000 NM Field members participated in this survey that takes place every two years, allowing the field to share their thoughts and feelings about their office and helping leaders identify opportunities to improve it.
Culture Survey
Note: THANK YOU! The Trujillo office had a 71% response rate and ranked 28th highest in the total system network. Top 3 NO Improvements: In the office, expectations about doing high quality work are clear; People in the office are held accountable for results/performance; and People in the office challenge each other to meet higher standards of performance.
The award-winning planning platform can do more than PPA. Its groundbreaking capabilities bring to life our Protect and Prosper solutions in new and exciting ways.
PX (Planning Experience)
Key Notes: PPA sunset on Sept. 30, 2022.
DAILY DOUBLE
The Pacific Rhododendron
He ranked #1 in volume at NM in 18 out of his last 25 years while breaking numerous volume record benchmarks. The 45 people in his agency produced an average premium which (at the time) was the highest known in any large agency in the entire world.
Al Granum
Note: His office was the first in the industry to write more than $150 million dollars of new business in a 12-month period.
This Home Office semi-annual review process of the both the MP and the Network Office is based upon five critical success elements: NRGD, CAP, Supervision, Financials and Leadership & Culture.
HPM (Holistic Performance Management)
Note: This process takes place in late January and late June.
Originally debuting in March 1964 as 'What's the question?", this television game show featured a quiz competition in which contestants are presented general knowledge clues in the form of answers.
Jeopardy
FYI: Is now in it's 39th season under it's current branding of "Jeopardy", but the game itself is in it's 58th season!
Through digital notifications, reminders and technology, this 2022 NM initiative will complement the full experience advisors provide their clients and reduce application processing down from 60-days to just 2-days.
Straight Through Processing (STP)
Note: Launched June 2022.
Originally called 'assurance', this risk product of today was (apparently) first offered in the 18th century by a London company called the Amicable Society for Perpetual Assurance.
Life Insurance
FYI: The word 'insurance' is derived from a French word and originally meant ' engagement to marry'.
His energy and enthusiasm for fitness and competition started at a very early age. Growing up as a child, this trailblazing 087 leader once aspired to become a professional wrestler one day in the WWF.
Steve Trujillo
Note: Hulk Hogan was popular, but think about what you would have designated Steve' 'wrestling name' to be..... toss out a few for fun.
NM is building something that doesn’t yet exist in our industry – an integrated, end-to-end, seamless experience for clients, advisors and the home office that makes the most of human interaction and state-of-the-art technology and is more connected, transparent and personalized than ever before.
CX (Customer Experience)
Note: Examples of CX are PX for actionable plans and STP for easier and faster purchasing.
This critical industry employs the most number of workers within the Seattle - Tacoma - Bellevue area.
#1 = Health Care
Note: FYI.... #2 = Professional & Technical Services; #3 = Retail.
Bonus FYI: Laughing is good for the heart and can increase blood flow by 20 percent ! :)