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Ibis Fred survey.pdf - DISCOVERING YOUR MARKETS Market...

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DISCOVERINGYOUR MARKETSMarket Information SurveyIntroductionThe sole purpose of the Market Information Survey is to help you, the candidate, understand the needs andperceptions of the general publicaround the financial services and planning industry, and to provide enoughinformation to help you make an informed career decision. This is for educational purposes only.When you sit down with your contact, say:“As Imentionedon the phone, I’m giving seriousconsiderationto a career in the financial services industrywithNorthwestern Mutual.Before I make this decision, Iwouldappreciatehearingyourthoughtsabouttheindustryand what you think of me joiningit.”Write down the following information:NAMEOCCUPATIONTELEPHONE NODATE®
DISCOVERINGYOUR MARKETSAsk the following questions and write the replies in the space provided.Financial ExperienceNotes1.What has been your experience with theinsurance, investment, and financialplanning industry?

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Term
Fall
Professor
JDBOYER
Tags
Financial services, Contact Information, Northwestern Mutual, Northwestern Mutual Life Insurance Company

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