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NM Advisor Playbook

Young professional couple learning about our NM Advisor Playbook

You represent our industry’s most admired life insurer.  Several of us also began our careers at NM.  Today we offer quality outside brokerage solutions.  By working with us, you to gain access to:

✨ AI-powered life underwriting avoids ratings & declines

🚨 Underwriting exceptions (e.g. non-tobacco rates for ZYN users)

🧰 Boost sales with quality products not currently offered by Milwaukee

🐘 Excess capacity / diversification jumbo life policies up to $500M

✅ Al Granum OCS outreach touchpoints, optimized for the digital era

Follow our LinkedIn articles and posts to discover real-time case studies, underwriting strategies, and innovative products your colleagues are working on right now.  Get inspired & unlock new sales on the fly.

AI-Powered Underwriting Avoids Ratings & Declines

Turn Ratings and Declines into Paid Policies

Turn Your Term Book into Recurring Revenue

Add Sales with New Products & Excess Capacity

Turn Al Granum’s 10-3-1 into 30-10-3

Avoid Underwriting Headaches with These Pre-Exam & Lab Tips

While AI-powered exam and lab-free underwriting has largely displaced traditional underwriting, some applicants still need to submit traditional underwriting evidence.  Help them minimize premiums with the following tips:

💡 Preparing for a Life Insurance Medical

Let’s Connect, Get More of Your Clients Covered – and You Paid

Do you have access applicants who did not place coverage based on ratings or declines?  Or perhaps the original policy idea was not quite right for them.  Anyone come to mind?  Let’s schedule a Zoom, discuss what happened, and see if we can get your client covered – and you paid!

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CPS Advantage
3020 Old Ranch Parkway #300
Seal Beach, CA 90740