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PRIMERICA
Personal Satisfaction
Financial Security Spiritual connection
PRIMERICA
INCOMEPROTECTION
EMERGENCYFUND
RETIREMENT FUND
DREAMFUND
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 .
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
- 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
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
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
The 8531 Concept
25 training listTop 10 prospect
8 KTP5 FNA
3 Life sales1 New Associate
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
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
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
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
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
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
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.
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
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
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
Warriors TheoryWarriors Theory
THEM
YOU ME
NEEDS
CREDIBILITY EXPERTISE
FNA
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
Charcoal TheoryCharcoal TheoryPlug in to the source:
-UP LINE-POL-BUILDERS SCHOOL-BOP-EPN-SATURDAY TEAM TRAINING
Light Bulb TheoryLight Bulb Theory
30 Days 30 Days 30 Days
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
Make the decisionMake the decision
You
Quit
Average
Success