Primerica Fast Start Planner PDF Details

Primerica's Fast Start Planner Form is a detailed, 12-month guide that shows you how to start and grow your Primerica business. The planner walks you through each step of the process, from creating your personal vision and goals to building your team and growing your business. The form is easy to follow and filled with helpful tips and resources. Whether you're just starting out or looking for ways to boost your business, the Primerica Fast Start Planner Form can help you achieve success.

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Form NamePrimerica Fast Start Planner
Form Length10 pages
Fillable fields0
Avg. time to fill out2 min 30 sec
Other namesprimerica fast start pdf, primerica fast start planner pdf, primerica fast start, primerica 90 day planner

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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


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

Get Specific on your Goals

Top 3 Compelling Goals

i.e. pay off debt, new car, new home, savings, private school, college, vacation, Travel, new career, new business, get rid of job,




On a scale of 1-10, How Motivated Are You to Make this Happen? ______

If it’s i porta t ou will fi d a wa , if ot ou will fi d a e cuse



PFS | Get Specific on your Goals 3

Promotions & How Production is Counted

Income Protection (Life Insurance) 100% of the 1st Years Premium:

Example: $83.33 month X 12 months = $1,000 - Take Contract Level X the amount of the yearly premium


$1,000 X 25% Contract = $250

Rep 25%

$83/m Life App


- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Sr Representative

$1,000 X 35% Contract = $350

Sr Rep 35%

$83/m Life App


Rep 25%

$83/m Life App


Rep 25%

$83/m Life App


Rep 25%

$83/m Life App


- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

District Leader

$1,000 X 50% Contract = $500

- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -- - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - - -

Promotional Goals























IBA Submitted




























Sr. Representative














District Leader














Division Leader














Regional Leader














Regional Vice President




















PFS | Promotions & How Production is Counted 4

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.


30 Day Activity from IBA Date












Field Training
























Observation (FTO)























or Personal Life
























































Complete PFSU




















Pass Notice

+ $200



























Total = $300













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

Memory Jogger







3 most Motivated

People Skills

Mother / Father

Richest person you know

Works part time

Maid of Honor


Real Estate



You helped out recently

Wants more income

Has own business


Goes to Church

Hates their job







Was laid off

Aunt / Uncle

Person with Most Credibility

Goes to Church





Goes to Gym

Needs extra money


Go to Lunch with

Brother / Sister

Best Man / Best Friend

character reference

Who would you call if car brakes

Our Target Market: 22-55 Years Old, Married, Employed, Home owner and has Children




Relationship /

























What to do with 4 & 5 Points: Field Training / Kitchen Table

What to do with 1, 2 & 3 Points:

Invite to Overview


Kids under 18

Home Owner


Age 25-55


























































PFS | Memory Jogger


How To Schedule a Kitchen Table Appointment

What to Say…..

What Not to Say…..

- I need your Help

We can help you with:

- I am in training

- Your Insurance

- I need about 45 minutes

- Your debt

- Can you help me with Training

- Your investments

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….

H – Help -

I need your Help in order to get my certification complete

O – Observe -

I have to Observe 6 training presentations in order to complete my training

P – Please

Can you please help me with my training? I sincerely appreciate it more

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?



Is Saturday good or is Sunday better?

Mon or Tues? / Thursday or Fri?

Afternoon or Evening?

Afternoon or evening?

2pm or 4pm / 6pm or 8pm? (avoid 7pm)

2pm or 4pm / 6pm or 8pm? (avoid 7pm)

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

there for it to count for my training?










______, ould ou please put this o


ale dar e ause I’ll e ri gi





e a d it’s i


t that ou a


spouse are

oth there. My credibility with my


er is really i


t, please do

’t sta d

e up. Thank you for helping

e a

d I’ll see

you ______ at ______







































PFS | Setting Appointment Date















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


10pm – 10:30pm – Team Conference Call


7:30pm – General Training / Opportunity Briefing


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

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writing primerica 90 day planner part 1

In the Top Compelling Goals ie pay off, On a scale of How Motivated Are, cidIf its icidportacidt cidou will, and Training box, put in writing your information.

step 2 to entering details in primerica 90 day planner

Emphasize the most essential data the PFS Get Specific on your Goals section.

Filling out primerica 90 day planner stage 3

The Sr Rep m Life App, Rep m Life App, Rep m Life App, Rep m Life App, District Leader, X Contract, and Promotional Goals box is the place where each party can put their rights and responsibilities.

stage 4 to filling out primerica 90 day planner

Finalize by taking a look at these fields and filling them in as required: Deadline Date, Achieved Date, Milestone, IBA Submitted, Representative, Sr Representative, District Leader, Division Leader, Regional Leader, Regional Vice President, and PFS Promotions How Production is.

Entering details in primerica 90 day planner stage 5

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