Northwestern Mutual: Three Months, 30,000 Financial Plans
Northwestern Mutual said its Planning Experience program, introduced to reps in October, resulted in more than 30,000 financial plans being created in 2018, according to the company’s year-end report. The tool was developed, in part, from the company’s acquisition of LearnVest in 2015. “We’ re also competing with the Merrill Lynches of the world and the Bairds of…
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