Primerica Fast Start Planner – Fill Out and Use This PDF

FAST START PLANNER

The step by step guide to getting your business

and income off to a fast start

No one plans to become mediocre. Rather, mediocrity is a result of no plan at all.

- Tommy Newberry, Success is Not an Accident

PFS | FAST START PLANNER 1

Getting Off to a Fast Start

Your 1st 30 Days are the most important days in your Primerica business.

1.Understand we are on a Crusade to help people

More than 2 out of 3 people in U.S. live paycheck to paycheck

More than half of all workers have less than $25,000 in savings and retirement.

95 million U.S. adults have no life insurance.

Average American household has nearly $15,950 in credit card debt (in 2012).

2.Understand this is a Business not a Job

Every Business needs 2 Things:

-Staff (Recruits)

-Customers (Clients)

Our job is to help you build your team & client base

Your job is to put us in front of people and we will do all the work

If you FOLLOW OUR SYSTEM you will be able to accomplish your goals

-You will be licensed within the next 30 days

-May have 2-3 Licensed people with you on your team

-Be in a position to earn $1,000 - $3,000 mo. once you are licensed

-Be in a position to go RVP in 18 – 24 Months.

-Make $20k - $50K your 1st year & $50k - $100k their 2nd year.

AS we go through this Game-Plan, look at this as the TRAINER not as the TRAINEE.

On a scale of 1-10, How Motivated are you to make this happen?_________

PFS | Getting Off to a Fast Start 2

FAST START BONUS – Become a Pace Setter

The secret of success is getting off to a fast start – and the new Fast Start Bonus system rewards you for doing just that.

Note: Recruits & Training Observations must be complete 30 days from IBA Date. License deadline is 60 days.

Become a Pace Setter

1.3 Recruits (Deadline is 30 days)

2.Witness 3 Life Sales (Deadline is 30 days)

3.Complete Exam (Deadline is 60 days)

Benefit #1: Promotion & Experience

Move from Representative to Sr. Representative (40% Raise)

Gain Experience & Become Licensed

Benefit #2: Have a Team and begin overides

Benefit #3: Special Invitation to Dinner with the RVP(s)

You and your spouse will be invited to a special dinner with the Regional Vice President

Benefit #4: Company Bonus of $300

Benefit #5: You are on your way to accomplishing your goals

Benefit #6: Momentum

By getting off to a great start, you become very attractive and inspire motivated people to follow you. This turns the work into fun and your business grows much faster!

On a 1-10, what is your desire to achieve Pacesetter? _________

PFS | FAST START BONUS – Become a Pace Setter 5

How To Schedule a Kitchen Table Appointment

OPTION 1: Via Text Message

* Your Text: "He , I eed a fa or. I just got started ith a fi a ial ser i es o pa . I’ e ited.

I have to witness 6 Training appointments to get certified, and I put you down as someone that would be willing to help me out. Can you please help me with my training? Thanks!"

After appointment is set, text: Thanks for helping me out w/ my training! See you (day)!

OPTION 2: Via Call

Hello _____, this is ______ .. Brief Conversation

E– Excited - The reason I am calling is I am really excited. I just started working with a company and I am getting licensed with New York State

T– Training – I am going through training right now a d….

than you can imagine. I would not be asking you if this was not important to me. Thanks again.

Answering Questions

What is it? Tell me more.

It’s Financial Services. The company helps people make and save money for retirement. This is about me getting my training. I’ really EXCITED about it. Can you please help me with my training..(ask a question)?

PFS | How To Schedule a Kitchen Table Appointment 7

We’re in good shape. / Not interested in buying / I have a financial planner.

That’s fine. You do ’t have to buy anything. This will really help me out for my training. So can you please HELP me out?

How long will it take?

About 30 minutes. So can you please HELP me out?

What do I have to do?

Listen to short presentation from a trainer and ask a lot of questions. The more questions, the more I learn. Thank you so much for helping me.

Let me check with my spouse and I will call you back.

Great. While I have you on the phone, can we set something TENTATIVELY and if this does ’t work, you can call me back tonight or tomorrow? Great!

IF YOU DON’T KNOW THE SPOUSE VERY WELL: Please let your husband/wife know this will really help me out and I really appreciate him/her doing this.

Setting Appointment Date

QUESTION: Are Weekends or Weekdays better for you?

** CAN YOU MAKE SURE THIS IS A GOOD TIME FOR (spouse), because I need both of you

How To Schedule a Guest for the Overview

OPTION 1: Warm i vite opi io Approach

*Call / Text: Hello John, I need some help. I just started working in a new business and I am excited about it. I value your opinion and wanted to show you what I am doing. Can you take a look and let me know if you see the same potential I do? Thank you.

OPTION 2: War i vite Opportu ity Approach

I just started working with a company that is expanding. They are looking for some sharp people for part-time & full-time. You were one of the first people I thought of. Are you interested in making some extra money?

What is it?

It is a financial company that helps people make money, save money & plan for retirement. Is that important? I can schedule you for Wednesday at 7:30pm or Saturday at 10am, what works better for you?

“What is the company? What do they do? How much do they pay?”

"It’s a atio ide fi a ial ser i es o pa that is e pa di g right o i our area… All I k o is

they are looking for some more sharp people and I thought you might be a good candidate.

“Do you need any experience, degree, or a certain background?”

"The main thing they are looking for is good people with great work ethic. I can schedule an interview for you on Wednesday at 7:30pm or Saturday at 10am, what works better for you?

Weekly Schedule

Monday

10pm – 10:30pm – Team Conference Call

Wednesday

7:30pm – General Training / Opportunity Briefing

Saturday

9am – Advanced Training

10am – General Training / Opportunity Briefing

*Attendance to training is a critical part of success.

PFS | How To Schedule a Guest for the Overview 9

Success Checklist

Complete in 30 days to become a PFS FAST Track Council & Pacesetter

฀1. Recruit 3 Representatives (High Priority)

฀2. Witness 3 Training Transactions (High Priority)

฀3. Register & Complete PFSU (High Priority)

฀4. Orientation - Promo Guidelines, Bonus & Top 25

฀5. Text Messages / Calls

฀6. Audio Training: Overcoming Objections / 1 on 1

฀7. Personal FNA / Wealth Builder Plan

฀8. Download Primerica App

Submit this Form for a Primerica PIN

Name & Solution#: __________________

IBA Date: _______ Completion Date:_____

PFS | Success Checklist 10