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Page 1: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

PRIMERICA

Page 2: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Personal Satisfaction

Financial Security Spiritual connection

PRIMERICA

INCOMEPROTECTION

EMERGENCYFUND

RETIREMENT FUND

DREAMFUND

Page 3: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

P re-q u a lifica tio n fo r D istrict L ea d er R ep resen ta tiv e: C h ris M . D izo n S ta rt D a te: T o d a y ’s D a te C o m p lete D a te: 8 9 D a y s a fter T o d a y ’s D a te F ield T ra in er: B u tch B . P a ch eco F ield T ra in er # : E B K 8 5 F O C U S (F o llo w O n e C o u rse U n til S u ccessfu l) Y o u m u st g et en g ag ed at all tim es. Y o u m u st g et train ed . Y o u m u st o rg an ize an d p rio ritized . Y o u m u st g et co m p en sated .

Page 4: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Submit IBA + $99 + $25/month POL- 1-2 days = Solution number- 2 Wks. = Lending Certification

Begin and implement your own FNA:- become properly protected- begin debt elimination plan - Start funding investment goals

Start attending training and Business Opportunity meeting:- Tuesdays @ 7 pm weekly opportunity meeting- Saturday 9 am weekly team training

Top 25 list, start qualifying your top 10 with your field trainer

Page 5: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

- Start setting appointments with field trainer- Bring your field trainer with top 10 qualified

appointments (M.A.C.H.O.)- Submit $2,500 bonusable premium- The goal is to recruit 3 for your team- Get paid with our lending program- Get paid with our Legal protection program- Register for PFSU

Note: 3 new recruits first month

Page 6: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Attend PFSUPass and get licensedSubmit all necessary paper works for promotion

In the meantime:Your new recruits were being field

train by your field trainer.

Note: 3 new recruits 2nd month on the field

Page 7: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Get promoted to District Leader

One on One with RVP

Complete Field Trainer Certification

Submit U-4/form 4

Note: 3 new recruit goes to school

Page 8: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

The 8531 Concept

25 training listTop 10 prospect

8 KTP5 FNA

3 Life sales1 New Associate

Page 9: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

The Power of ONE By always helping a new person get just one new person at every level, You always position yourself for at least 3 more sales and the potential for a WARRIOR leader to pop up.

3. Harness the power of geometric progression.

YOU

WARRIOR

Page 10: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

The Power of ONE1. A recruit isn’t a recruit until he/she has a recruit.

NEW RECRUIT

HIS/HERNEW RECRUIT

2. A leg isn’t a leg until it is at least four deep.

NEW RECRUIT

RECRUIT 1 RECRUIT 2

RECRUIT 3

RECRUIT 3A

RECRUIT 3B

RECRUIT 3C

Page 11: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Three Things to Focus on in the First 90 DaysThree Things to Focus on in the First 90 Days

Get trained Get licensed Get promoted

Your Contract Your CompensationRepresentative 25% $250 X 75% = $187.50 .312 X 200 = $624 = $811.50

$83.333 X 12 = $1,000 $200,000

Senior Representative 35% $350 X 75% = $262.50 .364 X 200 = $728

= $990.50

District Leader 50% $500 X 75% = $375 .442 X 200 = $884

= $1,259.00

Is your promotion important to you?

Life Insurance SMART

WARRIOR

Page 12: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

District LeaderDistrict Leader

$83.333 X 12 = $1,000 $200,000

Is your promotion important to you?

Life Insurance SMART

50% $500 X 75% = $375 .442 X 200 = $884

.312 X 200 = $624

.312 X 200 = $624

.312 X 200 = $624

Week One

Overrides260 x 3 = 780 Smart + = 884 Life +375 x 4 = 1500 __________________

$3,164

WARRIOR

Page 13: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

How to qualify the listHow to qualify the list

Market Score:Market Score:

M= Married 1 point A= Age 25-55 1 point C= Children 1 point H= Homeowner 1 point O= Occupation 1 point

Maximum 5 points Minimum 1 point

Page 14: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

How to qualify the list

Credibility Score:

Length of Time Known (more than a year)? 1 point

Spouse first name? 1 point

Been invited to their home? 1 point

Last visit with them (less than 6 months) 1 point

Have they ever helped you? 1 point

Page 15: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Training in your Warm Market

Keep in mind the most successful way to start your business is by contacting your “warm” market. These people you care about the most to help first and who would most want to help you.

Your warm market is generally made up of close friends and family who are willing to meet with you as part of your training. We help them now, and count it toward your training, so clients you normally wouldn’t develop, help you.

Page 16: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

1. Any referrals they provide us are yours to use in your business.

2. If any of your warm market referrals become a client, they are yours once you become licensed.

3. If they are interested in joining Primerica, they become part of your Primerica business.

Training in your Warm Market

Page 17: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Four things to do with Warm market Referrals

1. Recruit to recruit to build

2. Field train and develop

3. Sales thru FNA for promotions

4. Expand their market

Page 18: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

How to work effectively 30 days per month?

4 Information Session nights (BOP)4 Saturday date nights4 Sunday Activity Blitzes

= 12 nights out of the field30 – 12 = 18 nights available for KTAs

18 nights X 2 KTA/night = 36 presentation/month

36 presentation/month X 50% rule = 18 complete FNA/month

18 complete FNA presentation/month = Full time = 10 insurance clients/5 recruitsPart time = 5 insurance clients/3 recruits

Page 19: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Warriors TheoryWarriors Theory

THEM

YOU ME

NEEDS

CREDIBILITY EXPERTISE

FNA

Income Protection

Emergency Fund

Retirement Fund

Dream Fund

Page 20: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Pipeline TheoryPipeline Theory

REP. DIST. DIV. REG.

-Positive Attitude-Meeting Attendance-KTP-Prospect list-Self improvement

-Financial Independent-Total freedom

SNSDNSDSVPRVP

Page 21: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Charcoal TheoryCharcoal TheoryPlug in to the source:

-UP LINE-POL-BUILDERS SCHOOL-BOP-EPN-SATURDAY TEAM TRAINING

Page 22: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Light Bulb TheoryLight Bulb Theory

30 Days 30 Days 30 Days

Page 23: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

RecruitingThe Lifeblood of Our Business

“You sell to survive and make a living;You recruit to retire and be wealthy.”

Art WilliamsFormer Occupation: Teacher/Coach

The Founder of our company

“No test has ever been devised that can measure the heart of a

champion”Art Williams

Page 24: PRIMERICA. Personal Satisfaction Financial Security Spiritual connection PRIMERICA INCOME PROTECTION EMERGENCY FUND RETIREMENT FUND DREAM FUND

Make the decisionMake the decision

You

Quit

Average

Success