Solution#_____________

Business Building
Basics

Fast Start
Planner
A step-by-step guide to getting your business and income off to a fast start

Upline’s Name Upline’s Phone #

_______________ ________________
_______________ ________________
_______________ ________________

Field Trainer___________ Phone#__________

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 MARKETING PLAN
• Most companies spend tens of thousands or millions of dollars on advertising to sell
their products or services.
• We believe the best form of advertising…WORD OF MOUTH

The Marketing plan of Primerica is a New Associates Natural Market, with two objectives in
mind.

1. To help the new associate build a business with PFS starting part time, and
when the time is right, make a career change.

2. To educate the consumer of our products and services through the FNA (Financial
Needs Analysis), to become debt free, and financially independent.

As a new associate you complete a Top 25 Training List. We qualify the top 10, together we
see your Top 10 during your field training, our goal is to get you trained, and qualified for
DISTRICT LEADER in your 1st 45 days.

The Numbers
The objective is to Build a Team, Train and Develop Leaders.
• Your Top 25 Training List
• Qualify your Top 10 4-5 Pointers
• Map out your schedule

Results:

25 Training Top 10 6 Clients 3 Recruits

3 New Top 10 Each= 30 18 Clients 9 Recruits

Recruits Appointments
54 Clients 27 Recruits
9 New Top 10 Each= 90
Recruits Appointments 162 Clients 81 Recruits

27 New Top 10 Each= 270

Recruits Appointments

Set 8 Appts, 5 Will Keep, 3 Will Become Clients, and 1 Will Become an Associate

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

How Teachable Are You???

Would you rather do it the…

Wrong Way25% or Right Way

50%+

(limited market/ untrained) (Unlimited market/ well

trained)

Your Part

Make Top 25 List

Qualify 10 to go see in 45 days
Receive a Fast Track Award (2 Recruits in first 30 days)
Receive Sprint To District Award (3 Recruits/ 4 Sales w/ in 45 days)
You watch & learn & see success
SHOW UP, listen to cd’s, & be on conference call!

WHAT THE TRAINER DOES FOR YOU

We recruit 3 Districts for you

Get referrals for you
Do business with 6-10 clients
You get promoted to District
Have an unlimited number of appts. To go on!

Why People Fail/ Are You A Super

Succeed Star?

How They Handle Rejection 1. Get off to a fast start.

Right vs. Wrong Market 2. Attend all meetings.
Not Coachable vs. Coachable 3. Get others to meetings.
Non-Involved Spouse vs. 4. Set up own appts./ Have
Involved Spouse Credibility
Little Work Ethic vs. Tons of 5. Ask the right Questions
Work Ethic 6. Do self-study.
Little Character vs. Lots of 7. Handle Rejection (fired
Character up vs. discouraged)
Don’t Set Goals vs. Set Goals 8. Handle Change (excited
vs. Upset)
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9. Want to compete early.
10.Want to go out on their
own early.
 For internal use only. Not to be used with, or distributed to the public

SPRINT TO DISTRICT
AWARD
(3 Direct Recruits and 4 life Sales within 45 Days of IBA Date)

Name: ________________ I submitted my IBA on:

Did my FNA on: _______________

My 3 recruits who are registered for PFSU/U

canpass are:
1. ____________________Sol #________________ (on the
bubble)
2. ___________________ Sol# ____________________
(Company Fast Track)
3. ____________________ Sol#________________

My 4 life sales are:

1. ____________________ 2. __________________
3. ____________________ 4. __________________
(Personal Life Sale Counts)

• Must be completed within 45 days if IBA date

• RVP and upline Regional Leader will pay for your auto and Home Class and License.
• Also receive $150 reimbursement and commissions from company once first A & H sale completed.

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 • If you complete 6 Qualified Training Appointments or 4 life sales before your temp license is issued, you will
receive a $100 scholarship reimbursement from your field trainer.

* A qualified Appointment is with a 4-5 pointer and bout spouses must be present at
both appts also FNA data must be collected and presented on a carry back, or life
insurance protection implemented. NO EXCEPTIONS!!!

*Five point market MACHO- Married, Age 20-55, Children, Buying a Home, Working
(Occupation)

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

Builder Promotions
Definitions
Showing Up Attend Opp Mtgs, Sat Trainings and Big Events
Field Trained Witnessing 4 Life Apps written in your market
Licensed Permanent Life licensed
Direct A person that is directly associated to you in the business excluding spouse/partner
Builders Premium Annual Premium x Recruits
Team Captain A minimum of 100,000 Team Builders Premium over past 3 months

Team Captain Example:

Team Premium last 3 months is $10,000 and Team Recruits last 3 months is 10.
10,000x10=100,000

Senior Rep
1 Recruit and Witnessed 3 Life Sales

District Leader
3 Direct Recruits and Witnessed 6 Life Sales ( 3 directs and 4 life sales if done within 45
days of signing IBA)

Division Leader
3 Directs, Field Trained, Showing Up. You are Licensed, a current Team Captain, and
submitted your Securities Licensing Paperwork.

Regional Leader
4 Directs, Field Trained, Showing Up of which 3 are Licensed. You and a direct outside of
you are current Team captains, and you are Securities Licensed.

RVP
6 Directs, Field Trained, Licensed, Showing Up of which 3 are current Team Captains, and
you have your Series 26 License. Provide replacement of promoting RVP’s choice.

Producer Promotions…
(at least ½ of all promotion production must come from life production)

Life – Annual Prem (max 1500 per app) SMART (max 1500 per Loan) Sec Max (1500 per trade)
(example: SMART 100,000 loan= 1000 pts? $100,000 sec trade= 1000 pts)

Senior Rep
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 15,000 cumulative personal production

District Leader
25,000 cumulative personal production, Life LICENSED

Division Leader
65,000 cumulative personal production, Securities Lic. Submitted

Regional Leader
125,000 cumulative personal production, Securities Licensed
For internal use only. Not to be used with, or distributed to the public

Market Strategy List-Your Business Inventory

Helped You
Total Score
Known 1 yr

Saw Last 6
Invited to
Age 20-55
Children

In Home
Spouses
Working

Pointers

In office
Married

Buying

Top 10
Home

Home
Trait

Name Phone
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17

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19
20
21
22
23
24
25
TRAITS T: Teacher/Coach E: Enthusiastic A: Ambitious
M: Money Motivated S: Great People Skills H: Likes Helping People

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

Other Places to Look

“Cell Phone, Phone/Address Books, Rolodex, Any Lists, Memory Jogger”

Co-worker Dentist Golf with Ushers

Boss Doctor Fish with Groomsmen
Partner Principal Tennis with Singers
Janitor Teacher Ski with Plumber
Security Guard Coach Soccer with Plays Bridge
Delivery Person Gym Baseball with Plays bingo
Administrative Staff Therapist Softball with Plays poker
Customer Hairdresser Football with Church
Parking Attendant Carpenter Bike with Plays pool
Landscaper Mechanic Racquetball with Carpool
Coffee Shop Car Salesperson Swim with Yoga
Personnel Manager Gas station Jog with PTA
Salesperson Police officer Firefighter Hometown
Boss’ Boss Painter Scout leader School
reunion
Lunch with Roofer Barber College
annuals
Competition Book store Auctioneer Optimist
Repair person Dept. store Photographer Eat out with
Copier person Grocery store Guidance Counselor Dancing with
Complainers Convenience store Musician Daycare center
Inspector Waitress/waiter Sister-in-law Park
Credit Union/banker Chef Brother-in-law From out of
state
Fired-up –male Cashier Mother-in-law Has a truck
Fired-up-female Dishwasher Father-in-law Plays
instrument

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 Federal Express Hardware store Brother Lifts
weights
U.P.S. Truck driver Sister Beard
Delivers mail Pharmacist Father Little League
Lost job Flower shop Mother YMCA
Will be laid off Health spa Aunt Apt. Manager
Job Hunters Fast Food Rest. Cousin
Ambitious
Dislikes Job Toy Store Nephew Outgoing
Missed promotion Dry cleaner Niece Enthusiastic
Most likable Student Best Friend Trustworthy
Needs part-time job Repair person Farmer Hard-
worker
Engineer Movie rental Military Chiropractor
New employee Theater Babysitter Nice smile
Time keeper Realtor Sister’s parents Works nights
Operator Office Supplies Neighbors Quit smoking
Payroll Pizza delivery Best man SCUBA diver
Contractor Phone installer Uncle College
professor

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

Setting Appointments
The most important aspect of learning how to build a Primerica Business is learning how to
set appointments. If you
understand our business then you will have a desire to want to help those closest to you
first. Here are a couple of
ways to set appointments.

What to say:

Hi___________ this is ___________, how are you? I just went to work with this company and I
am required to do
some training, I would rather do that with someone I know than someone I don’t know. You
would help
me out right? Would_______ or _______be better? (give a choice of two days)

Possible Questions/Objections
What is it?

We show families how to cut cost and save money, everyone wants to do that right? I’m just
learning about it myself
so I don’t want to try to explain it to you, so when would be better_______or _______? (answer
check my
schedule/spouse). I understand, let me pencil you and if that’s not good you can call me.
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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. I’m also working on getting my name out so you
just knowing what
I’m doing would be a great help. So what day would be better to meet w/ my trainer and I
for a few
minutes _____________or _____________?

I’ve heard of/ tried Primerica

Oh really? How did it go? (if it went good) say: so are you already a client? (if so) say: That’s
wonderful, is
your agent still in touch? (if they are let them know that you’re going to do some big things,
ask for referrals,
and tell them to keep you in mind for anyone they come across that wants to make big
money). If their agent
isn’t in anymore ask if they’ll help you out and allow you and your trainer to come over and
give them 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 you’ve got to meet my trainer and see what I’m talking about. Will you help me out as a
friend and allow
me to come and introduce him/her to you and _______?

You could also say: Man! How did you not get involved with this company? It’s the most
incredible thing I’ve
ever been involved with! As long as I choose to follow this system I’ll make between $20k
and $50k this year,
and $100k to $200k next year and be free. That’s way better than what you or I will ever
get doing what we do
now. Hey man, you’ve got to take a look at it one more time, maybe the last person that
presented it wasn’t
very good, my trainer is unbelievable. So when could I pop by to meet with you for a bit?

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

COMPENSATION BASICS
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Produ Primeri CitiCorp Auto/Ho Genwort Met Mutua Primeri Debt
cts ca Trust me h Life l ca Watch
Life Bank Primeric Long Variabl Fund Legal
& ers
Insuran $.M.A.R. a Term e Protect
Servic ce T Secure Care Annuiti $10,0 ion
es $83/Mo Loan Each $1,500 es 00 Plan
nth $150,00 Referral /year $100,0
$1,000/ 0 00
yr
Contra
ct $250 $468 $50/$2 $150 $1,00 $100 $50 $50
REP 5 0
25% $350 $546 $233 $115 $60 $50
$52.50/ $1,20
SRP $500 $663 $27 $300 0 $125 $80 $50

$600 $860 $55/$2 $375 $1,35 $150 $90 $50

DIS 9 0
$700 $1241 $450 $175 $100 $50
$57.50/ $1,75
DIV $950 $1848 $31 $600 0 $225 $125 $50
+
Bonus $60/$3 $2,36
REG $1250 3 0

$85/$4 $3,50
RVP 2.50 0
95%
+
BONU
S
15/20/
30%

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

Licensing Checklist
BE “COACHABLE”
Solution Number
Emailed from Primerica

Prepaid Legal www.primericaonline.com

Don’t wait on your temporary license come in! Get on the fast track to success! Do immediately after
receiving solution number and make money right away!!!
1. Click on support system tab, go to PLPP-US. then Presentations, PowerPoint
2. Watch presentation online.

Builders Track Scoreboard www.primericaonline.com

Enter goals, contracts, ect. get on track to receive bonuses.

Debt Loan Certification www.primericaonline.com

Do immediately after receiving solution number
1. Hold mouse over support system tab and click on debt solution
2. In box on left click Debt Loan Certification
3. Watch GOOD loan presentation and do quizzes

Mortgage SMART Loans www.primericaonline.com

1. Support system, click on debt solution
2. In box on left click GA Mortgage Law
3. Send in $75 & certification paperwork

Life Licensing www.ucanpass.com

Need RVP’s name and solution #
1. Complete 40 hr. class (Do not complete end exam yet)
2. Go to www.primericaonline.com: do exam simulator (study by topic until making 80’s & 90’s)
3. Go back to www.ucanpass.com: do end exam & get certificate
4. Go to www.primericaonline.com and do exam until making 70’s or above (preferably 80’s)
5. Do bonus questions until making 80’s or above & print exam voucher.
6. Schedule test.

Auto & Home www.agents.ucanpass.com

Sprint to district- RVP and upline REG will pay for your license
1. $50 for class
2. Send in $70 with paperwork
3. First sale you will be reimbursed $150 plus you will be paid commission

Securities
1. Become District Leader
2. Submit 2500 in prem 3 consecutive months
3. Send in U-4
4. Study Series 6
5. Take Exam
6. Study Series 63
7. Take Exam

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Long Term Care- Must have permanent Life License
Variable Annuity- Must have permanent Life License and Securities license

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

“Plug In”- The System

Training, Meetings & Events are crucial to your success and the success of your team.

MONDAY: 9:00 am to 1:30 pm Leadership Meeting Office

(Develop Leaders and Independent Business owners)

TUESDAY-THURSDAY: 9:00am and 2:00 pm All Full Timers Call-In

(712-451-6000 code636760#)

TUESDAY: 7:15 pm to 8:30 pm Business Overview Office

(Introduction To Business)

FRIDAY: 10:30 am to 12:00pm Breakfast Club

(Cordele, Ga @ Golden Corral)

SATURDAY: 9:30 am to 12:00 pm Training TBA

(Learn Primerica Business)

SUPER SATURDAY: 9:30 am to 1:00 pm Training Warner Robins

(Second Saturday Of Each Month)

SUNDAY: 6:00 pm to 8:30 pm Phone Blitz Office/Home

(Set Appointments)

SUNDAY: 9:00pm to 9:15 pm Conference Call

(608-649-1800 code 593401#)
9:30 pm to 10:15 pm RVP 2 B Call
(712-432-0080 code 346648#)

FAST START SCHOOLS, RETREATS, and CONVENTIONS: dates and times will be announced
check virtual base shop at www.primericaonline.com for updates.

www.primericaonline.com (Business Tracking, Certifications, Bonus Scorecard)

www.ucanpass.com (PFSU-Life Class)
www.agents.ucanpass.com (Auto and Home Certification)

OFFICE ADDRESS: OFFICE MANAGER: REGIONAL VICE PRES:

113 N W Main St. Becky Smith Bill & Diana Harn
Vidalia, GA 30474 Hours: Mon- Thrus 478-954-8344
Phone: (912) 537-4088 9:00 am – 5:00 pm 336-240-1185
Fax: (912) 537-4048
For internal use only. Not to be used with, or distributed to the public.

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