Michael Mike Cox
Head of Product Strategy @Kuorum Partners
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WORK HISTORY
Head of Product Strategy @Kuorum Partners
Lead product strategy across life insurance, annuity, and carrier solutions to support advisor growth and client outcomes.• Serve as the firm’s primary authority on carrier products, underwriting philosophy, and competitive positioning.• Direct advanced case design for complex planning scenarios, including high-net-worth and non-standard cases.• Build and manage strategic relationships with carrier partners to strengthen alignment and market positioning.• Translate complex product structures into clear, actionable guidance for advisors and internal teams.• Partner with executive leadership to align product strategy and technical expertise with firm growth initiatives.
EDUCATION
The American College of Financial Services
ChFC
Ohio University
Master of Business Administration - MBA
The Ohio State University
Bachelor of Arts - BA, Psychology
ABOUT MICHAEL MIKE COX
I lead product strategy and advanced case design in the life insurance and annuity marketplace, helping financial advisors navigate complex planning conversations and deliver thoughtful solutions for their clients.In my current role as Head of Product Strategy & Advanced Case Design at Kuorum Partners, I oversee the firm’s product expertise and advanced planning strategy across life insurance and annuity solutions. I work closely with carrier partners and advisors to evaluate product capabilities, interpret underwriting philosophies, and translate complex structures into clear, actionable guidance.A core part of my role involves leading advanced case design for sophisticated planning scenarios and helping advisors position solutions with confidence. By combining product intelligence, carrier insight, and practical case design experience, I support both advisor success and the firm’s broader growth initiatives.Previously, I spent 9+ years with Nationwide in service, internal wholesaling, competitive intelligence, and case design—partnering with financial professionals across the country to strengthen strategy, improve clarity, and move cases forward effectively.I’m known for taking ownership, communicating clearly, and bringing structure to situations that can feel complicated or time-sensitive.Core strengths include:• Life insurance and annuity product strategy• Advanced life insurance case design and illustration strategy• Carrier/product positioning and competitive intelligence• Advisor-facing case consultation and planning support• Translating complex product structures into clear client strategies• Cross-functional leadership and carrier relationship developmentI hold an MBA and the Chartered Financial Consultant (ChFC®) designation and focus on delivering solutions that are practical, technically sound, and aligned with the advisor–client relationship.
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