sprint to district

860822 | For internal use only. Not to be used with, or distributed to the public.

SPRINT TO DISTRICTPlanner

For internal use only. Not to be used with, or distributed to the public.


GETTING STARTED


WELCOME


WELCOME TO PRIMERICA! By joining our team, you’ve shown that you’re committed to being a SUCCESS and your success is important to us. This planner has been specifically developed just for you — the new recruit. The concepts and guidelines you’ll find throughout this planner were designed to get your new business on the fast track.

If you follow the system, you can achieve your goals and dreams! Our time-tested, proven system has helped train thousands of new leaders to get their business started. Within about 60 days, you can be licensed, trained and building a team of licensed and trained people.

You’ll have a referral base built, providing you an unlimited number of appointments, and you will be in a position to earn extra income. Most importantly, you will be in a position to become a Primerica RVP. We believe that to be successful all you need to do is follow these steps:

DREAM IT. PLAN IT. DO IT.For more information about our incredible company, who we are, our mission and history, visitwww.primerica.com or www.primericacanada.ca. As soon as you receive your solution number, you can access all the information to help build your business on Primerica Online (www.primericaonline.com) and the Primerica App (available in the Apple App Store and Google Play Store).

Get Trained: On POL, click on the Training & Development tab to access incredible training tools. Under this tab, there are several key instructional areas designed to help you get off to a fast start: Recruiting, KT Presentations, Auto & Home, Vivint, Overcoming Objections, Social Media, Licensing, Training in Spanish, Canada Training, and Technology. Click on any of the links for relevant information. You can access training on-the-go with the Primerica App: scroll to the Training & Development section to access special training just for new recruits! You can find motivational information about Why Primerica and Getting Started and tap into valuable Kitchen Table Training Presentations. From the New Recruit section, click “See More” and select any of the images to view relevant content.

GETTING STARTEDTo get started, you want to watch or listen to the following:

1 ________________________________________________________________________________________

2 ________________________________________________________________________________________

3 ________________________________________________________________________________________

4 ________________________________________________________________________________________

5 ________________________________________________________________________________________

6 ________________________________________________________________________________________

7 ________________________________________________________________________________________

8 ________________________________________________________________________________________

9 ________________________________________________________________________________________

10 _______________________________________________________________________________________


LET’S GET STARTED

Name: _________________________________________________________________________________________________

Home Phone: ___________________________________________________________________________________________

Work Phone: ____________________________________________________________________________________________

Upline’s Name: __________________________________________________________________________________________

Upline’s Home Phone: ____________________________________________________________________________________

Upline’s Work Phone: _____________________________________________________________________________________

Pre-Licensing School Address:

Pre-Licensing School Start Date: __________________________________________________________________________

Pre-Licensing School Completion Date: _____________________________________________________________________

State/Province Exam Date: _______________________________________________________________________________

Business Overview: Day_______________________________ Time ________________________________

Team Training Days: Day_______________________________ Time ________________________________

Team Training Days: Day_______________________________ Time ________________________________


DETERMINE YOURGOALS & DREAMS


IDENTIFY YOUR DREAMThe first step on the path to success is to DREAM IT. Creating goals — both business and personal — are important. Take a moment to write down what you want to achieve, both in the near-term and long-term. This will help you stay focused and give you the fuel you need to succeed.

Why Are You Here?1. What do you want to accomplish in:

One Year?

Three Years?

Five Years? —

Your Lifetime? (What do you want to achieve for yourself/your family — financial independence, etc.?)

2. Will you allow your upline to hold you accountable to your goals?

Milestone Deadline Achieved (date) (date)

IBA submitted

Representative designation

Senior Rep designation

District Leader designation

Division Leader designation

Regional Leader designation

RVP designation

Review these goals often to make sure you’re on the fast track to success!


IDENTIFY YOUR GOALS AND DREAMSThe first step on the path to success is to DREAM IT. Creating goals — both business and personal — are important. Take a moment to write down what you want to achieve, both in the near-term and long-term. This will help you get off to a quick start.

Business Goals (Short-Term – 1st 90 Days)

1. How EXCITED would you be about earning in your first MONTH? ___________________________________

___________________________________________________________________________________________________

2. What month do you want to achieve this goal? _________________________________________________________

___________________________________________________________________________________________________

3. Will you allow your upline to hold you accountable? _____________________________________________________

___________________________________________________________________________________________________

Personal Goals (Long-Term)

1. What do you want to achieve for yourself/your family? (Financial Independence, etc.) ________________________

___________________________________________________________________________________________________

2. When (in what time period) do you want to achieve these goals? _________________________________________

___________________________________________________________________________________________________

Top 5 Financial Goals

1.

2.

3.

4.

5.

Review these goals often to make sure you’re on the fast track to success!

Top 5 Personal Goals

1.

2.

3.

4.

5.


THE SUCCESS CYCLE


THE SUCCESS CYCLEYour success will depend on learning the Success Cycle, understanding it, using it yourself, and teaching it to others.

• Start within 48 hours• Set appointments/field train

with your upline• Do an FNA• Invite prospects to an Opp Meeting• Set an appointment and start

making sales/getting referrals*

• Educate families onPrimerica philosophies

• Discuss Primerica’s products/services**• Review policy comparison and proposal• Make the sale (app, check, voided check)• Invite client to an Opp Meeting

• Register/Attend/Complete pre-licensing• Sign into the Primerica App and get familiar with

its benefits***• Use Primerica’s App PassNow or SeeWhy Learning

(Canada) and “Take a Practice Test” (U.S.)• Start field training and recruiting• Get life licensed and earn your Field Training Bonus

• One-on-one• Across the kitchen table

• Follow up in the office

• Begin “Step 1” witheach new prospectfrom referral list

• Get a list of prospectsfrom your client

*Most products require you to be licensed or certified to market them. Check with your trainer for details.**You may not discuss products/services for which you are not licensed or certified.***Access to features requires may require a full-service POL subscription.You must always comply with Primerica’s Telephone Solicitation Policy. Remember to check Primerica’sTelephone Solicitation Policies in Section 14 (U.S.) or Section 13 (Canada) of the Advertising Handbook onPOL before placing any calls or texts for your business.


WHAT NEXT?(U.S.)


WHAT NEXT?

The Question All Winners Should Ask

Begin Training Process• Field Training

*8-5-3-1-6• Classroom Training• Seminars• POL

Starting to Build*Complete 2 Cycles

(6 Training Sales + 3 Recruits)

Life Insurance

5+ Referrals/each

DISTRICT LEADER

Begin Licensing Process• IBA - $99 & $25/month*• Certifications Online• Client Solutions• PLPP and Auto & Home Insurance• PFSU ( ____ hours) or Online

(Download Quiz4Life App)• Investments• Self-Study

Trained Licensed

8-5-3-1 -6Qualified

Committed KTsQualified

Committed FNAsQualified

Committed ClientsQualified

Committed RecruitSecurities, PLPP, Debt,

Auto & Home

* A Full-Service subscription to Primerica Online is required to access the full range of information and functionality of PrimericaOnline. Initially, it costs $25/mo. for reps in the U.S. Primerica Online can be accessed without charge to see limited information,e.g., compensation and compliance information.


WHAT NEXT?(CANADA)


WHAT NEXT?

The Question All Winners Should Ask

Begin Training Process• Field Training

*8-5-3-1-6• Classroom Training• Seminars• POL

Starting to Build*Complete 2 Cycles

(6 Training Sales + 3 Recruits)

Life Insurance

5+ Referrals/each

DISTRICT LEADER

Begin Licensing Process• IBA - $103.95 & $28/month*• Certifications Online• PPLS• PFSU ( ____ hours) or Online

(Download Quiz4Life App)• Securities• Self-Study

Trained Licensed

8-5-3-1 -6Qualified

Committed KTsQualified

Committed FNAsQualified

Committed ClientsQualified

Committed RecruitSecurities, PLPP, Debt,

Auto & Home

* A Full-Service subscription to Primerica Online is required to access the full range of information and functionality of PrimericaOnline. Initially, it costs $25/mo. for reps in the U.S. Primerica Online can be accessed without charge to see limited information,e.g., compensation and compliance information.


REFERRALS

Anthony

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Anthony

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MEMORY JOGGERWho comes to mind?

• Co-worker• Boss• Partner• Janitor• Security guard• Delivery person• Administrative staff• Customer• Parking attendant• Landscaper• Coffee shop• Personnel manager• Salespeople• Boss’ boss• Lunch with• Competition• Repair person• Copier person• Complainers• Inspector• Credit Union/banker• Fired-up male• Fired-up female• Federal Express• UPS• Delivers mail• Lost job• Will be laid off• Job hunters• Dislikes job• Missed promotion• Most likable• Needs part-time job• Engineer• New employee• Time keeper• Operator• Payroll• Contractor• Mover & shaker• Preacher• Nurse• Dentist

• Doctor• Principal• Teacher• Coach• Gym• Therapist• Hairdresser• Carpenter• Mechanic• Car salesperson• Gas station• Police officer• Painter• Roofer• Book store• Department store• Grocery store• Convenience store• Waitress/waiter• Chef• Cashier• Dishwasher• Hardware store• Truck driver• Pharmacist• Flower shop• Health spa• Fast food

restaurants• Toy store• Dry cleaner• Student• Repair person• Movie rental• Theater• Realtor• Office supplies• Pizza delivery• Phone installer• Pest control• Bowl with• Hunt with• Golf with

• Fish with• Tennis with• Ski with• Soccer with• Baseball with• Softball with• Football with• Hockey with• Bike with• Racquetball with• Swim with• Jog with• Firefighter• Scout leader• Barber• Auctioneer• Photographer• Guidance counselor• Musician• Sister-in-law• Brother-in-law• Father-in-law• Mother-in-law• Brother• Sister• Father• Mother• Cousin• Aunt• Uncle• Nephew• Niece• Best friend• Farmer• Military• Babysitter• Sitter’s parents• Neighbors• Best man• Maid of honor• Bartender• Bridesmaids• Ushers

• Groomsmen• Singers• Plumber• Plays bridge• Plays bingo• Plays poker• Church• Plays pool• Carpool• Yoga• PTA• Hometown• School reunion• College annuals• Optimist• Eat out with• Dancing with• Daycare center• Park• From out-of-state• From out-of-province• Has a truck• Plays instrument• Lifts weights• Little League• YMCA• Apartment manager• Ambitious• Outgoing• Enthusiastic• Trustworthy• Hard-worker• Chiropractor• Nice smile• Works nights• Quit smoking• Scuba diver• College professor• In management• Does odd jobs• Works second job• Mortgage broker

Remember, the people who need your help the most will:

• Be married • Have kids • Be homeowners • Be age 25-55 • Be employed ($35k+)


S.T.E.A.M.In addition to the memory jogger, another great way to create a prospect list is by using “S.T.E.A.M.” Take a look at the following adjectives and write down who comes to mind.

S I Salesperson

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

T I Teacher

E I Enthusiastic Person

A I Ambitious Person

M I Make More Money


C I Competitive

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

1. __________________________ Tel. # __________________

2. __________________________ Tel. # __________________

3. __________________________ Tel. # __________________

H I Hard-Working

A I Ambitious

M I Motivated

P I People Skills

C.H.A.M.P.Another great way to create a prospect list is by using “C.H.A.M.P.” Take a look at the following adjectives and write down who comes to mind.


5-MINUTE NAME GAME

Family

1 _____________________

2 ____________________

3 ____________________

4 ____________________

5 ____________________

6 ____________________

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Friends

1 _____________________

2 ____________________

3 ____________________

4 ____________________

5 ____________________

6 ____________________

7 ____________________

8 ____________________

9 ____________________

10 ___________________

11 ____________________

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Co-Workers

1 _____________________

2 ____________________

3 ____________________

4 ____________________

5 ____________________

6 ____________________

7 ____________________

8 ____________________

9 ____________________

10 ___________________

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Associations

1 _____________________

2 ____________________

3 ____________________

4 ____________________

5 ____________________

6 ____________________

7 ____________________

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FIELD TRAINING


TRAINING IN YOUR WARM MARKETYour warm market is generally made up of close friends and family who are willing to meet with you as part of your training. Since you’re not yet licensed when you start, your trainer will go with you to interview your warm market. Together with your licensed field trainer, you can help them now, and you’ll benefit from the training:

• When they offer referrals, those names are yours to follow up on.

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

• When you qualify to train others, you’ll be the one taking those recruits out on field training appointmentsand helping families.

Keep your appointments no matter what! Reconfirm two days ahead. Be persistent. Look for ways to meet new people. You’re building your story, and your success story helps recruit people!

KEYS TO FINDING REFERRALS• Write down everybody you know. (Don’t leave anyone out; give them a chance to learn about the Primerica

Opportunity.)

• Look through your address book/contacts list for names.

• Use the memory jogger to trigger names of people you may have overlooked.

• Ask for names from your friends and relatives — people who are supportive of you and your business.

BREAKING DOWN YOUR BUDDY LIST 1. Your Buddy List

People you know, or know of, who are looking to make more money, are frustrated with their current job, wantto go into business for themselves, and are great people (i.e., competitive, personable, leader/coach, caring,positive, happy, outgoing, honest, hardworking, fun to be around, want more out of life).

2. Your MarketPeople who are married, have children and are making a house payment. (3-5 pointers)


WORK THE RIGHT MARKETWorking in the right market is critical to your success. The right market will help you make money and build a solid business. Each of the following five categories is worth one point. During your field training (across the kitchen table), you’ll only see 4-5 pointers. Three pointers and below will be invited directly to an Opportunity Meeting or to a one-on-one interview by your trainer.

BECOME A MASTER INVITERThese questions are helpful when inviting a prospect to an Opportunity Meeting:

• Would you be open to learning something new and earning more money?

• Would you be interested in earning extra money if you could do it part-time?*

• Would you be interested in a career change if the money was right?

• Could you use extra income over the next year?

• If I could show you a way to increase your income, you’d want to look into the possibility, right?

• “John, you’re a friend of mine, right? I’ve just gotten involved in a business I’m very excited about.I respect you and Mary a lot and would like to have you come and look at the business to see if you see thesame potential I do.”

Once you receive a positive response, say, “The company I’m working with has an Opportunity Meeting scheduled on (selected date and time) for interested and qualified candidates. I’d like you to join me as my special guest, okay?” Get their commitment and finalize details. Offer to pick them up for the appointment.

*In Canada, the part-time opportunity may be subject to certain restrictions, depending on your occupation.

Your Target Market

1. Age 25-55

2. Married

3. Has children

4. Home owner

5. Employed full-time


SETTING APPOINTMENTS


SETTING APPOINTMENTS

Working in the right market is critical to your success. If you work in the right market, you can make money and build a solid business. If you work in the wrong market, you might work long hours and never make money.

Target Market:

1. Married or Divorced

2. Age 25-55

3. Children (Under 18)

4. Homeowner or Lived in the Area 3+ Years

5. Occupation - $35k+

Primetime:

WEEKDAYS: 5:30 p.m., 7:15 p.m., 9:00 p.m. WEEKEND: 12:00 p.m. - UNTIL

Rules for Appointments:

1. 4-5 Pointers (Target Market)

2. Both Mom & Dad (Married Couples)

3. At their Kitchen Table

4. At Least 2 per Night

5. At Least 4 per Week

6. Take Notes on All Appointments

7. Write 10 questions for Every Appointment


KEYS TO SETTING APPOINTMENTS

1. Review Overcoming Objections videos/audios (available on POL).

2. Be excited.

3. Use a script.*

4. Be prepared to overcome objections.

5. Limit yourself to two minutes or you are talking too much.

6. Don’t set appointments for more than seven days out.

7. Don’t stop making calls until you have your minimum number of appointments set

for the week.

8. If you get two “no’s” in a row, stop calling and immediately contact your leader

(Red Light).

9. Set appointments 24/7, but give your leader 24 hours’ notice.

10. Appointments never cancel, they just reschedule!

* Reminder: Pre-approved scripts can be found in the Advertising Handbook. All agent-created advertising, including scripts,require pre-approval by Marketing Advisory/OGC. Please refer to the Advertising Handbook on POL for more information. Youmay also contact Marketing Advisory at 470-564-7623.

= 9-10

= 7-8

Market/Credit Score

All calls made for your Primerica business are subject to Primerica’s telephone solicitation policy. For more information, refer to Chapter 14 (U.S.) or Chapter 13 (Canada) of the Advertising Handbook on POL.

16POL435-3 | For internal use only. Not to be used with, or distributed to the public.


SUCCESSFULTELEPHONE SCRIPTS


LEARNING WHAT TO SAYPrimerica has a proven track record of helping millions of families get the right amount of life insurance coverage, become debt-free and prepare for retirement, so there is never a need to deviate. We always do what’s right, and we never want to say things that could be misinterpreted.

These approved scripts are designed for the various ways you may reach out to your hot and warm markets — including via phone or in face-to-face conversations. It is very important that you learn to say these scripts as they are written. Always using these scripts gives you the assurance that you are using the right words 100% of the time.

Practice saying the scripts in front of the mirror and with a partner until you master the words and feel confident.


Record the Script Number(s) selected by your RVP

Script # Selected: Date Mastered







SUCCESSFUL TELEPHONE SCRIPTSThe following approved scripts were developed by successful Field Leaders and need to be followed exactly as written. In this section you will see face to face scripts as well as telephone scripts.

Hot Market Face-To-FaceScripts for a New Recruit


Script 1Recruit: I have a friend who is expanding his/her Primerica business in the area. He/she is trying to

locate some key people. I told him/her that if I ran across any sharp people, I would pass along their

name and phone number.

I don’t know if you’d be interested, but I think you are the type of person that he/she is looking for.

(You’re sharp, have credibility and people skills.) I’d suggest getting in touch with him/her. Let me jot

down his/her name and number.

(Write down the name and number of trainer, tear the paper in half and hand both slips of paper with

pen to the person and say:)

He/she can be hard to reach. I’d be happy to give your number to them if you’d prefer!

(Then after receiving number say:)

What’s the best time to reach you at this number? The next time I talk to him/her, I’ll pass along your

name and number.

Prospect: What does he/she do? What is it all about?

Recruit: He/she is in the financial services business and teaches people how to make and save money,

but it’s best if you speak directly with him/her.


SUCCESSFUL TELEPHONE SCRIPTS

Hot Market Face-To-FaceScripts for a New Recruit with Limited Knowledge and Confidence

Hot Market TelephoneScript for Setting a Field Training Appointment

Script 2Recruit: I’m with Primerica, a company that is looking to expand in the area. You seem like a very sharp

person. Have you ever given any thought to doing something in addition to, or instead of, what you’re

already doing? (WFA)

I don’t know if you’d be interested. However, I know the person conducting interviews. If I could get you in

touch with the person conducting interviews, would you be interested?

Script 3Recruit: Hello________________, this is __________________________. How are things going? (short conver-

sation)

Are you and _________________ (spouse) going to be home _________________ night?

Great, I was hoping you might be able to help me out. I’m starting to train part-time for a new financial ser-

vices career, and I need to get some experience with my trainer.

It would really help me out if you would let us come on ___________________ night and show you what I will

be doing. You would give me 45 minutes of your time, wouldn’t you?

In Canada, the part-time opportunity may be subject to certain restrictions, depending on your occupation.




Script 3 (continued)

Prospect: What company is it? What do you do?

Recruit: It’s Primerica. We are in the financial services business. We basically teach people how to

reduce their debt and rearrange their money so they can save money.

Don’t worry. We won’t try to sell you anything you don’t want. We will just show you what we do, and if

nothing else, it will help me get some good experience.

Will 6:00 p.m. or 8:00 p.m. work best for you?

Will that time definitely work for ________________ (spouse) as well? It would be important that

________________ (spouse) hear about this too. (WFA)

Now, since I’m just getting started with them, so my credibility is really on the line, so can I definitely

count on you both to be there when we come by on ________________ night?

Great, we will see you on ________________ night at ________________ o’clock. Bye.




Hot Market TelephoneScript for Setting a Field Training Appointment with Best Friends or Close Family


Script 4

Recruit: Hello ________________ , (chit chat). Are you and ________________ (spouse) going to be

home ________________ night? Great! I have something to show you and somebody I want you to

meet. Would __________ (time) or __________ (time) be best?

Prospect: What is it?

Recruit: I cannot explain it over the phone. I need to show you some information, and I have

someone I want you to meet… I have some time available on ________________ (day). Or would

________________ (day) be better? (WFA)

O.K. Would __________ (time) or __________ (time) work best?

Prospect: What is it about?

Recruit: I’m working with Primerica, a financial services company that’s expanding in the area. I would

like to show you what we do and see what you think. Grab your calendar. I have some time available

on ________________, (day) or ________________ (day). Which would work best? (WFA)

O.K. So would __________ (time) or __________ (time) work best? (WFA)

Do me a favor, let ________________ (spouse) know and put it on your calendar so you don’t forget.

Okay, great! See you at ________________. Bye.



Hot Market TelephoneScript for Setting a Field Training Appointment with Close Friends and Family

Script 5Recruit: Hello, ________________. This is ________________. How are things going?(Chit chat)

The reason I’m calling is I am starting a new second career, and I have to get a license through

the state/province. I have to go through some field training and I wanted to know if you and

________________ (spouse) would help me out by sitting through a presentation with me and a

friend who is training me. (WFA)

Great! I am available on ________________ and ________________.

Which day would work better for you and ________________ (spouse)? (WFA)

Great. What is a better time for you, 6:00 p.m. or 8:00 p.m.?

Prospect: What is it about?

Recruit: I’m working with Primerica. We would like to show you what we do and see what you

think. I have some time available on ________________ or ________________.Which would work best? (WFA)

GREAT! So would ________________ (time) or ________________ (time) work best? Do me a favor, let

________________ (spouse) know and put it on your calendar so you don’t forget.




Hot Market TelephoneScript for Setting an Appointment with Close Friends and Family


Script 6

Recruit: Hello, ________________. This is ________________. Are you and ________________ (spouse)

going to be home on Tuesday night? (WFA)

Prospect: Yes, we will be home.

Recruit: Great, I’ve got something I want to show you and someone I want you to meet. Is 6 o’clock

good, or is 7 o’clock better? (WFA)

Prospect: No, we won’t be home Tuesday night.

Recruit: Oh, are you going out? How’s ________________ then?

Prospect: Sure, what is it?

Recruit: I found a way to earn extra money, and I want you to see what I’ll be doing.

Prospect: Give me more information.

Recruit: The company is Primerica. We provide solutions to people’s financial problems, and

everyone has financial problems today, don’t they? (WFA)

Primerica helps families in many different ways — too many to get into right now. You’ll get all the

details on ________________. Which do you prefer, 6:00 p.m. or 7:00 p.m.?



Hot Market TelephoneScript for an Invitation to an Opportunity Meeting

Script 7

Recruit: Hello, ________________. This is ________________. How are things going?

(Short conversation)

What are you doing ________________ night? Great, I’ve got something that I really want to talk

to you about and somebody I want you to meet!

Prospect: What is it? What are you doing?

Recruit: I’ve started to train part-time with Primerica. They’re giving me the opportunity to train

to eventually run my own office. Anyway, the reason I called is our Regional Vice President and

some of the other representatives are going to be here for an orientation to explain what the

company is doing. I recommended you to ________________, (field trainer’s name) and he/she

said I could have you come with me. This is something you definitely need to check out. I’ll swing

by and pick you and ________________ (spouse) up at about 6:30 p.m. Fair enough?


All telephone calls you place, including calls that you place in response to a text that you sent or received, continue to be sub-ject to Primerica’s telephone solicitation policy. For more information, refer to Chapter 14 (U.S.) or Chapter 13 (Canada) of the Advertising Handbook on POL.



Hot Market TelephoneScript for an Invitation to an Opportunity Meeting for Close Friends and Family


Script 8

Recruit: Hello, ________________. This is ________________. Are you going to be free on

________________ night? (WFA)

Prospect: Yes.

Recruit: Great, I’ve got something I want to show you and someone I want you to meet, so dress

sharp. I’ll pick you up at 6:30 p.m. See you then. Bye. (If prospect has questions, continue.)

Prospect: Sure, what is it?

Recruit: I found a way to earn extra income, and I want you to see what I’ll be doing.

Prospect: Okay, what’s the name of your company?

Recruit: Primerica.

Prospect: What kind of business?

Recruit: financial services. We help people find solutions to their financial problems. That’s

great. I knew you’d help me. So I’ll pick you up Tuesday at 6:30 p.m., and we’ll go over it then.

Bye.



Hot Market TelephoneScript for Setting an Appointment


Script 9

Recruit: Hi, ________________. I’ve joined Primerica and I am already in the training

phase! I have to observe a number of business presentations as part of my training process. I’m

trying to get it accomplished this week.

Would you and ________________ (spouse) be willing to help me with my training on

________________ (day) or ________________ (day) evening? (WFA)

Would 6:00 p.m. or 8:00 p.m. work best? (WFA)

Thanks a lot. I’ll be with my field trainer on ________________ (day) at ________________ p.m.

I’m really excited about the career potential, and you’ll get the opportunity to see what we do. Oh

yeah, don’t worry, he/she won’t try to sell you anything you don’t want, and I promise you that

you’ll learn one or two things that could save you money.

I look forward to seeing you both then.



Hot Market TelephoneScript for Re-Approaching a Close Friend or Family Member for the Opportunity Meeting

Script 10

Recruit: Hey, this is ________________. If you knew of a way to make extra money, would you tell

me about it?

Prospect: Sure!

Recruit: But suppose I didn’t seem interested, would you still tell me about it?

Prospect: Sure!

Recruit: Suppose I really fought you on it, but you knew I could do it and it could change my

family’s future, would you still insist I look at it?

Prospect: Yes!

Recruit: That’s what I’m thinking about with you. I’ve seen something that I know you would be

great at. I’ll pick you up Tuesday at 6:45 p.m. We’ll go over it then. Bye!




Hot Market TelephoneScript for Someone You Know Who Wants a Better Career/Life


Script 11

Recruit: Hi, ________________! This is ________________. How’s it going? (Make brief small talk.)

Listen, I’ve come across a financial services company that has an incredible opportunity for growth

right now, and they are looking for some key people to expand their business. I thought of you

right away and want to give you a chance to learn about them.

What night is better for me to drop by?

I’ve got ________________ or ________________ open right now. (WFA)

What time is better 6:00 p.m. or 8:00 p.m.? (WFA)

And ________________ (spouse) will be there too, right? (WFA)

Great! See you then.



Warm Market TelephoneScript for Setting an Appointment for an Opportunity Meeting

Script 12

Recruit: Hi, ________________. This is ________________. (Make brief small talk.)

I’ve run into a company and an opportunity that really has my interest. It’s giving me a chance to

achieve some things that have always been very important to me. Things like: (Pick out a few of

these below).

• Better providing for my family

• Being recognized for my accomplishments

• Working with positive, quality people

• Doing something that really helps people

• Providing a better education for my children

• Doing something special with my life

• Owning my own business

• Becoming debt free

• Being independent

• Getting a new home

• Really getting ahead

• Calling my own shots

I would like to set a time for us to get together and share this information, and I have some time

on ________________ (day) or________________ (day). Which day would be best for you? (WFA)

Is ________________ o’clock or ________________ o’clock better? (WFA)

GREAT. We will see you then.

By the way, the purpose of the presentation is simply to provide you with an introduction to

Primerica. If you want to look into it further, I’ll arrange for that. I promise we will not try to sell

you anything that you are not interested in. The worst thing that will happen is you may learn

something valuable. Fair enough?




Warm Market TelephoneScript for Setting an Appointment for an Opportunity Meeting

Script 13

Recruit: Hi, ________________. This is ________________ . Are you doing anything ________________

night? (WFA)

Great! I’m working with Primerica, and we’re looking for talented people who might be interested

in a career change. It’s a great opportunity and something I think you might be interested in. We’re

having an information seminar night, and I’d like you to attend. As a matter of fact, you can ride with

me. I’ll pick you up around ________________ p.m. Fair enough?





Warm Market TelephoneScript for Setting a Recruiting Appointment

Script 14

Recruit: Hi, ________________! This is ________________! How’s it going?

(Make brief small talk.)

I am going into business for myself in the financial services industry… Have you heard? (WFA)

I’m with Primerica. I have the opportunity to eventually open my own office, and I am really excited

about it. I want to get together with you guys and fill you in. When can we get together? I want to

drop by one night this week.

Prospect: That’s fine.

Recruit: What night is better for you guys _________ or _________? (WFA)

What time is better, 6:00 p.m. or 8:00 p.m.? (WFA)

Will ________________ (spouse) be there too? (WFA) Great!

See you both then!

Prospect: (Asks more questions.)

Recruit: You know, these questions are great. Why don’t we just get together and discuss this

some more face-to-face. This is exactly what I need right now…people helping me find out how

valuable this company really is. You can ask all the questions you want when we get together.


TEXT MESSAGE SCRIPTS


TEXT MESSAGE SCRIPTS FOR PRIMERICAREPS TO CONTACT WARM MARKET

I just got out of an interview with Primerica and was asked if I knew of anyone who might be looking for extra

income. I thought of you. Would it be OK if someone from Primerica contacts you?

I was in a biz mtg with Primerica and was asked if I knew someone hardworking and ambitious who may be

looking for a part-time or full-time opportunity. I thought of you. Would it be OK if someone from Primerica

contacts you?

I started a new work training program with Primerica and have to observe a number of field training

presentations. I told my trainer I thought you could help me out with 1. Is it OK if they contact you? Thanks in

advance!

I need a favor. I just started training with Primerica and we are looking for more sharp folks, part-time or full-

time. I thought of you. Would it be OK if _____________________________ contacts you?

[RVP/Field Trainer name]

I just started training with a company called Primerica and need “in the field” experience. I was hoping you

could help. My trainer can explain more. Would it be OK if he/she contacts you?

I have some great news! I just started a new business with Primerica! I want you to see it. Can I come by

________________ (day) or ________________ (day) to show it to you?

I just started a new business with Primerica. I’m so excited! I thought you might be interested in learning

more about it, so I gave your # to ___________________________. Would it be OK for him/her to contact you?

[RVP/Field Trainer name]




OVERCOMING OBJECTIONS


OVERCOMING OBJECTIONS

The first step in overcoming objections is to understand what an objection is. Most people view objections the

wrong way. They see them as obstacles standing in the way of accomplishing their goal. A true objection is a

request for information.

The Fundamentals

To be fundamentally sound as a Primerica Representative, you must master the art of overcoming objections.

Remember, an objection is part of the process in closing a recruit or sale. Objections define a prospect’s main

areas of concern and give you the feedback needed to answer their concerns and move towards the close.

Learn the appropriate responses to the objections that a potential recruit or client can bring up. Your level

of confidence and success in this business will increase rapidly when you can answer every objection with

confidence.


OVERCOMING COMMON OBJECTIONS

What company? Who is it?

“The name of the company is Primerica, and it is a financial services company. I’m just learning about it, so

when we come by I’ll let my trainer explain it to you. When would be better ________ or ________?”

What’s it all about?

“We’re in the financial services business. We help people make and save money. I need your help with

training, and I knew I could count on you.”

Does my spouse need to be there?

“Yes, I really need them to be there. I’d really like them to see what I’m doing also. So will you help me out?”

Get back to me. I have to check with ____________________ (spouse).

“No problem... But my schedule gets very busy so let’s set a tentative appointment right now. What time is

better ________________ or ________________?”

We’re really busy.

“I completely understand! We all have a lot going on, but I really need your help. Why don’t we just go ahead

and set up a time to get together, and if for some crazy reason something comes up, call me and we can

reschedule.”

If they still say no, say, “You’re too busy to help me out? I only need 30-45 minutes of your time, unless you

have further questions.”

We have all our finances in order.

“I figured you and ______________________ (spouse) would have everything in order. I just need your help to

satisfy some training.”

I already have a financial planner.

“I understand, ________________. But let me ask you this... If you were told tomorrow that you needed to have

open heart surgery right away, would you at least get a second opinion before going into surgery? (WFA)

Well,____________________, your financial future is just as serious, and wouldn’t you want a free second

opinion to make sure you were on the right track?”


OVERCOMING COMMON OBJECTIONS

Is this some kind of pyramid or something?

“Why, are you looking for a pyramid? (WFA) Aren’t they illegal? (WFA) Well, Primerica is the largest financial

services marketing company in North America, and financial services is the most regulated industry in the

United States. If it was illegal or a pyramid don’t you think someone would have figured it out and put a stop

to it by now?”

I’ve heard of/tried Primerica.

“Oh really? How’d it go?”

If good, say, “So you’re already a client, right?”

If yes, say, “That’s great. Is your representative still in touch?”

If yes, let them know that you’re going to do big things here, ask for referrals and tell them to keep you in

mind for anyone they come across that wants to earn extra money.

If their agent isn’t in touch anymore, say, “Will you help me and allow me and my trainer to come over and

give you a complimentary update?”

If they didn’t have the best experience, say, “I’m sorry to hear that it didn’t go well for you. I’m just getting

involved and from what I’ve seen so far it’s been absolutely incredible! I don’t know who you talked to before,

but I’d like you to meet my trainer and see what I’m talking about. Will you help me out as a friend and allow

me to come so I can introduce him/her to you and ___________________ (spouse)?”

You could also say, “How would you not join Primerica? As long as I choose to follow this system, I can earn

extra income and be on the road to becoming financially free! Hey, you should take one more look. Maybe the

last person that presented wasn’t very good, but my trainer is unbelievable. So when could I swing by to meet

with you and ___________________ (spouse) for a bit?”

I don’t think I’m interested.

“I thought you might say that, so if you see something you like, great, if not, no problem. Maybe you can point

me in the direction of someone who would be interested. I’m also working on getting my name out, so you

just knowing what I’m doing will be a great help. So what day would be better to meet with my trainer and me

for a few minutes, ________________ or ________________?”


CALENDAR


MARK YOUR CALENDARNow that you’ve set your goals and reviewed this planner, it’s time to DO IT by setting your training schedule. You should plan on attending all meetings during training. Keeping a schedule will help you and your trainer keep track of when you’ll be working together each week.

KEEP THE DATEHere are some of the important dates and meetings you and your upline might want to add to your calendar:

• Opportunity Meeting nights • Fast Start School dates

• Next insurance exam dates • Field Training sales dates

• Base Shop training dates • Self-study time

• First appointment dates • First sales target date


WEEKLY SCHEDULE MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY SUNDAY

7am 7am 7am 7am 7am 7am 7am





12pm 12pm 12pm 12pm 12pm 12pm 12pm












Name:


EARNING MONEY


ADVANCEMENTS


Step 1: Become an Associate• Submit Independent Business Application• Obtain Solution Number• Field Training Bonus**

Step 2: Become a Representative• 25% Commission• Become life-licensed

Step 3: Become a Senior Representative• 35% Commission• Produce three Associates• Complete your personal FNA

Step 4: Become a District Leader• 50% Commission• Produce one Senior Representative• Submit $2,500 in Bonusable Premium in one month

Step 5: Become a Division Leader• 60% Commission• Produce one District Leader• Submit $5,000 in Bonusable Premium in one month

Step 6: Become a Regional Leader• 70% Commission• Produce two more District Leaders (total of three

District Leaders)• Submit $7,500 in Bonusable Premium in one month

Step 7: Become a Regional Vice President• 110% Commission + Bonuses• Have six direct District Leaders (or above) currently

in place• Submit $20,000 in Bonusable Premium during two

consecutive months• Have acceptable persistency: not in persistency

penalty before or immediately after promotion• Execute RVP Agreement• Provide upline RVP with replacement leg(s) - RVP’s

choice: one Regional Leader, two Division Leaders orthree District Leaders

• Be securities licensed and, to receive full securitiescompensation, securities principal licensed***

• Be full-time• Must have Office of Supervisory Jurisdiction

approval

MOVING UP ADVANCEMENT GUIDELINESAdvance and Earn Commissions At other companies, you have no idea how or whether you’ll get promoted. Plus, you can’t count on earning

fair compensation for your hard work. But at Primerica, there are guidelines to help you know how to climb

high and how much money you can make.* Unlike other companies, Primerica tells you how to do it!

Here’s a look at the company recommended guidelines to advance to each level and earn commissions along

the way:*

*The above requirements to advance up to Level 6 (Regional Leader) are only guidelines. They have been developedbased on the experience of our senior field leaders.

**For more information about concepts and incentives discussed, including qualification guidelines, please see POL for details.

***In the U.S., until an RVP has a principal license, the RVP will earn only 50% of securities overrides during the first year and, thereafter, no securities overrides. In Canada, until an RVP has obtained Branch Manager registration, the RVP will initially earn 100% of securities overrides, but if he or she has not obtained Branch Manager registration within 120 days of RVP advancement date, then only 50% and, after the first year, no securities overrides.

See important notes on the next page.


Step 8: Become a Senior Vice President• 110% Commission + Bonuses• Have three 1st-Generation RVPs currently in place****• Submit $50,000 thru 1st in Bonusable Premium; maximum credit 25% per leg; Base Shop Bonusable Premium

may only count for 50%• Minimum $10,000 Base Shop Bonusable Premium• Pre-qualify month before with at least 75% of each of the two above premium requirements• Have acceptable persistency• Execute SVP Agreement• Be securities principal licensed (Series 26)*

Step 9: Become a National Sales Director• 110% Commission + Bonuses• Have six 1st-Generation RVPs currently in place****• Submit either $100,000 thru 2nd in Bonusable Premium or $150,000 thru 6th in Bonusable Premium;

maximum credit 25% per leg; Base Shop Bonusable Premium may only count for 50%• Pre-qualify month before with at least 75% of the above premium requirements• Have acceptable persistency• Execute NSD Agreement• Be securities principal licensed (Series 26)*

Step 10: Become a Senior National Sales Director• 110% Commission + Bonuses• Have nine 1st-Generation RVPs currently in place****• Submit either $250,000 thru 3rd in Bonusable Premium or $450,000 thru 6th in Bonusable Premium;

maximum credit 25% per leg; Base Shop Bonusable Premium may only count 50%• Pre-qualify month before with at least 75% of the above premium requirements• Have acceptable persistency• Execute SNSD Agreement• Be securities principal license (Series 26)*

*In Canada, you must hold Branch Manager registration.

****“Whole” RVPs are needed to meet this requirement. If a first-generation RVP is Networked, then he or she only counts towards this requirement on a fractional basis: if he or she is the “managing RVP,” then only 75% and if the referring RVP, then only 25%.

Notes: (A) Although the production requirements are based on life premium, credit for securities and, in Canada, for loan referrals, up to 25% of the total production requirement, may be earned as follows: 3% of the loan amount (Canada) and 10% of the contribution for an initial securities sale both count as premium credit; (B) Maximum premium credit of $1,500 from any one sale (including securities and loans); (C) For RVP advancement, no one leg can count more than 50% of premium requirement.

No commissions or bonuses are earned except upon product sales. Assumes achievement of current company production and quality of business requirements. Representatives must meet all qualifications for bonuses to be payable. For bonus information, see the Bonus Program Document at POL Home tab/Compensation/Bonuses. Contract advancement subject to being in good standing with each Primerica company.

Percentages based on Primerica Life’s Custom Advantage 30, in Canada, ZLF15CA0G, issue ages 26-55 product outside of New York and in New York, National Benefit Life’s Custom Advantage 30 year product, Form no. NC5RV-30. Issue ages 26-45. All total face amount coverage bands.

Portion of commissions subject to placement in a deferred compensation account (DCA) with deferred release.

PFSNY pays life commissions in New York, where term life insurance is underwritten by National Benefit Life Insurance Company, Home Office: Long Island City, NY. In Canada, Primerica Life Insurance Company of Canada pays life commissions and underwrites insurance; Home Office: Mississauga, Ontario. In the U.S., securities offered by PFS Investments Inc., 1 Primerica Parkway, Duluth, GA 30099-0001. In Canada, mutual funds are offered by PFSL Investments Canada Ltd., mutual fund dealer, and segregated funds are offered by Primerica Life Insurance Company of Canada, Head Office: Mississauga, Ontario.

These guidelines, including the commission rates and levels, are subject to change from time to time.


LICENSING


U.S. LIFE LICENSING PROCESS


TRAINED. LICENSED. PROMOTED.

Start Field Training: • Begin completing KTs and building your team

• Get off to a fast start and maximize your Field Training Bonus opportunity*

• Track your progress by logging into the Primerica App > Sprint to District

• The Primerica App is important!**

Before Going to Class: Go to the Primerica App > Sprint to District > Get Licensed Now • Make sure you’ve been on at least 1-3 KTs and have one recruit

• FOCUS ON your personalized licensing steps -- Start/Attend/Prepare/Test/Succeed

• Access your pre-licensing class materials by clicking on Study Tools in the Prepare section

• Schedule your Life Exam as soon as you can:

• Click on State Specific Requirements in the Start section

• Update your exam date in the Test section

During PFSU:• Work with your licensing coach to develop your Personalized Study Plan (PSP)

• Complete pre-licensing on time to maximize your Field Training Bonus Opportunity

After Attending Pre-licensing Class, Go to the Primerica App > Sprint to District > Get Licensed Now• Access PassNow in the Prepare section and “Go Green”

• Pass your state exam

• Submit your test results to your Regional Licensing Center (RLC)

Most importantly, I am giving my direct uplines and the licensing liaison PERMISSION to hold me accountable to the following goals:

I will complete pre-licensing by: _____________________________________

I will complete PassNow by: ________________________________________

I will pass my state license exam and earn my Field Training Bonus by:

______________________

I will advance to District Leader by: ________________________________

*For more information about this incentive, please see POL.

**Full service POL is required to access the Primerica App.

START

ATTEND SOON

PREPARE WITHCONFIDENCE


GET LICENSED NOW WITH PRIMERICA’S PROVEN LICENSING STEPS

START

ATTEND SOON

PREPARE WITH CONFIDENCE

Make sure you are registered for life pre-licensing class.

• If you have not registered, go to the Primerica App > Sprint to District > Get Licensed Now

and click the link in the Start section to register

• If registered, you may confirm your class schedule in the Attend section

• Be sure to view your State Specific requirements in the Start section

• In addition, attend meetings, recruit and field train to bank bonus credits toward your Field

Training Bonus

As soon as possible, schedule a date for your state licensing exam so you can take the exam

within five days of completing class. Go to the Attend section and click on Schedule Your State

Insurance Exam.

Show up for class excited and ready to participate.

• Your Licensing Coach will teach you all you need to know and help you every step of the

way

Work with your Licensing Coach to develop your Personalized Study Plan (PSP)

• Talk to your Licensing Coach if any additional help is needed

Complete class in the required timeframe and you’ve made another step towards your Field

Training Bonus

Track your Field Training Bonus progress in Sprint to District > My Activity

• Study checked topics on your PSP

• Take a Practice Test and/or Focused Exam and “Go Green” Find it in the Prepare section

• Check in with your RVP or Regional Licensing Center (RLC) to make sure you’ve completed

all licensing paperwork and processes (You don’t want to delay getting your license as

soon as you pass!)

YOU are now READY to PASS the state exam.


• Arrive at the test center 30 minutes early and well rested

• Be sure to have two forms of ID (one with a photo) and your pre-licensing certificate (if

required)

• Pass your state exam

• Make sure your upline and Licensing Coach know your exam results

• Submit your test results to your RLC, view Succeed section for more details

• Review your RLC instructions in the Succeed section to make sure your licensing

requirements are complete

• Get licensed in the specified time frame, earn your Field Training bonus, get productive

and start building your business

TEST AND PASS

SUCCEED AND EARN MONEY



CANADA LIFE LICENSING PROCESS


TRAINED. LICENSED. PROMOTED.

Start Field Training: • Begin completing KTs and building your team

• Get off to a fast start and maximize your Field Training Bonus opportunity*

• Track your progress by logging into the Primerica App > Sprint to District

• The Primerica App is important!**

Before Going to Class: Go to the Primerica App > Sprint to District > Get Licensed Now • Make sure you’ve been on at least 1-3 KTs and have one recruit

• FOCUS ON your licensing steps - Start/Attend/Prepare/Test/Succeed

• Register on www.cipr.ca and get your CIPR number

• Prepare for class by reading the LLQP Pre-Study booklet and use Quiz4Life App

• After attending pre-licensing class:

• Sign up for SeeWhy Learning and score at least 60 percent on all practice exams

• Continue using the study materials given in class to prepare for the exams

• Schedule your provincial exam immediately after passing all four certification exams

During the LLQP:• Work with your licensing coach to develop your Personalized Study Plan (PSP)

• Complete pre-licensing on time to maximize your Field Training Bonus Opportunity

After Attending Pre-Licensing Class, Go to the Primerica App > Sprint to District > Get Licensed Now• Access SeeWhy learning in the Prepare section and “Go Green”

• Schedule your provincial exam immediately after passing all four certification exams

• Continue using the study materials given in class to prepare for the exams

• Pass your provincial exam

• Submit your test results to your Regional Licensing Center

Most Importantly…I am giving my direct uplines and the licensing liaison PERMISSION to hold me accountable to the following goals:

START

ATTEND SOON

PREPARE WITHCONFIDENCE

I will complete pre-licensing by: _____________________________________

I will complete SeeWhy Learning by: __________________________________I will pass my provincial license exams and earn my Field Training Bonus by: ______________________

I will advance to District Leader by: ________________________________

*For more information about this incentive, please see POL.**Full service POL is required to access the Primerica App.



START

ATTEND SOON

PREPARE WITH CONFIDENCE

Make sure you are registered for life pre-licensing class.

• If you have not registered, go to Primerica App > Sprint to District > Get Licensed Now and

click the link in the Start section to register

• If registered, you may confirm your class schedule in the Attend section

• Be sure to view your Provincial Specific requirements in the Start section

• In addition, attend meetings and field training to bank credit toward your Field Training

Bonus

Show up for class excited and ready to participate.

• Your Licensing Coach will teach you all you need to know, and help you every step of the way

• Go to the Attend section and click on Schedule your Provincial Insurance Exam

• Talk to your Licensing Coach if any additional help is needed

• Begin SeeWhy Learning exam prep as soon as you attend the first class by accessing it in

the Prepare section Get Licensed Now

Complete class in the required timeframe and you’ve made another step towards your Field

Training Bonus

Track your Field Training Bonus progress in Sprint to District > My Activity

Score at least 70% on all SeeWhy Learning practice exams.

• Check in with your RVP or Regional Licensing Center (RLC) to make sure you’ve completed

all licensing paperwork and processes (You don’t want to delay getting your license as soon

as you pass!)

YOU are now READY to PASS the provincial exam.


• Arrive at the test center 30 minutes early and well rested

• Be sure to have valid government issued photo ID

• Pass your provincial exam and meet the last requirement for your Field Training Bonus

• Make sure your upline and Licensing Coach know your exam results

• Submit your test results to your RLC, view Succeed section for more details

• Review your RLC instructions in the Succeed section to make sure your licensing

requirements are complete

• Get licensed in the specified time frame, earn your Field Training bonus, get productive

and start building your business

TEST AND PASS

SUCCEED AND EARN MONEY



ARE YOU READY?


STEPS TO A FAST START


MAKE SURE YOU CHECK OFF AS YOU GO AND YOU WILL DO GREAT!

Finish your name lists.

Send the name lists to your upline.

Set up time to practice the phone script(s) immediately with

your upline or appointment-setting trainer. Call and practice.

As soon as the training is complete, start setting appointments

for the week or weekend of your choice. Minimum of three,

ASAP!

Receive text from trainer, send it to your top 10 from your

________ list and start building a team.

Schedule a time to come into the office to learn how

to set up and use __________ study website.


CHAMPION DETECTOR

This Is What Champions Do:

1. Get off to a fast start. (Schedule 15-30 appointments in the

first 30 days, advance to District Leader in 30 days, become

life licensed in 30 days and train others within 90 days.)

2. Set their own appointments and have credibility on them.

3. Attend all meetings possible.

4. Want to compete early.

5. Go on their own early.

6. Do a self-study.

7. Handle rejection (mad vs. down).

8. Handle change (excited vs. upset).

9. Ask the right questions.

10. Get others to the meetings.


U.S. CONTACTS


IMPORTANT CONTACT INFORMATION

Telephone Fax

Your Upline

Your Base Shop Leader

Licensing Coordinator

Office Manager

PFSU 470-564-7783

Local Testing Center

Technical Support 888-737-2255

Compliance Help Desk 770-381-5885

Regional Licensing Center

New Business Processing 470-564-5064

Policy Owner Services 470-564-6454

Underwriting 470-564-5270


CANADA CONTACTS


IMPORTANT CONTACT INFORMATION

Telephone Fax

Your Upline

Your Base Shop Leader

Licensing Coordinator

Office Manager

PFSU (905) 812-2900 (905)-813-5399

Local Testing Center

Technical Support (888)-737-2255

Compliance Help Desk (905)-812-2900 (905)-813-5314

Regional Licensing Center

New Business Processing (905)-813-5311

Policy Owner Services (905)-813-5312

Underwriting (905)-813-5312


NOTES


www.primerica.com I www.primericacanada.ca

For internal use only. Not to be used with, or distributed to, the public.©2003-2019 Primerica / 56769 / 8.19 / 860822

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