NM Trivia
He was the CEO before Ed Zore.
Who is James (Jim) Ericson?
This is NM Denver's Lives Leader for Award Year 2022/23.
Who is Eric Kopal
This was NM Denver's theme at the 2023 Annual Meeting
What is 'Amplify Life!'
This combination product launched in 2022 closed a competitive gap in the pre-retirement market to help clients in their long term care planning.
What is Long Term Advantage
The year a train accident, killing two policyowners, put the financial stability of NM at risk.
1859
This is NM Denver's New Client Leader for Award Year 2022/23
Who is Molly Berger
These are the companies, besides Northwestern Mutual, that have earned the highest ratings form Moody's. Name Two
Who is Apple, Microsoft, Johnson & Johnson, New York Life?
These new advisory model portfolios allow for small initial investment amounts as low as $5k for beginning investors or for small advisory accounts for existing households.
What are Market Pathway models in the Signature Portfolio line up.
This professional Colorado sports team has the longest championship drought.
Who are the Colorado Rockies? (1993)
The number of Women on the NM Board of Trustees
What is Three (out of 13)
This was the Managing Partner of NM Denver who preceded Scott Theodore.
Who is Michael McKeever?
What is NM's monthy cash flow, after expenses (claims, operations, etc)
What is $1.8 Billion
This Whole Life Plus solution was introduced in March of 2023 to help clients in the pre-retirement market quickly build a PLI asset.
What is 10 Pay?
This is the highest peak in the Rocky Mountains
What is Mount Elbert - 14,440 feet
This was the cargo carried by the famed (and doomed) Edmund Fitzgerald ship
What is Iron Ore
The number of Pathfinder Advisors were awarded in 2022/23 Award year in NM Denver (Bonus: Number of Pathfinder Stars)
What is 40? (Bonus: What is 74?)
According to this rating agency, NM has a stronger rating (AAA) then the Unitred States (AA+).
Who is Fitch Ratings?
NM continues to earn highest available ratings fomr all four rating agencies.
Effective September 25th, 2023 IDI Issue and Participation limits will be increased from $20,000 per month to this amount.
What is $30,000?
The number of U.S. national parks are contained in the Rocky Mountains
What is nine?
Badlands, Black Canyon of the Gunnison, Glacier, Grand Teton, Great Sand Dunes, Rocky Mountain, Theodore Roosevelt, Wind Cave, Yellowstone
He was the founding President of The Northwestern Mutual in 1857
Who is Samuel Dagget?
These are TWO of the EIGHT advisors that earned the 'Nikola Jokic Triple Double Award' for the 2022/23 award year, (contracted before 2021).
Who is Taven Sparks, Bryan Austin, Michael Antalek, Ross Alisiani, Daniel Bello, Ryan Kropp, Tanner Sterk, Femi Oguntuase
This is the combined wealth Gen X and Millenials are poinsed to inherit by 2045.
What is $57 Trillion
In next 10 years, 70% of this wealth transfer will go to women!
This is where NM ranks among Wealth competitors in growth of Net Cash Flow as a percentage of AUM (vs Morgan Stanley, Schwab, LPL, Raymond James, Ameriprise, Merrill, Equitable)
What is #1?
This town was originally a summer hunting camp for the Ute Indians, later settled by miners in 1870.
What is Aspen, Colorado