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FULL PDF PRESENTATION
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​ABOUT PRIMERICA LIFE INSURANCE COMPANY
KITCHEN TABLE TOOLS
MUST READ
KITCHEN TABLE - OPPORTUNITY MEETING PRESENTATION
These brochures are suggested brochures & great for a recruiting discussion - Click image to download PDFs
Get better at communication
these will help
Build Wealth - For Your Clients & YOU!
​Get your Securities License & build your AUM
For more information go to POL - Products - Life Insurance
BUSINESS TOOLS - GOOD TO KNOW
TRAINING GUIDES
FNA Input Appointment
This is the time you learn about the client as a possible teammate and the lines of business they need;
  • Life coverage
  • Securities rollovers & transfers
  • Annuities
  • PLPP
  • Auto & Home
  • Recruit possibilities
  • Referrals
USEFUL MP4s YOU CAN ACCESS ON YOU-TUBE
Go to POL DOWNLOAD CENTER to download MP4s
Start meeting with Art Williams
Use as part of DECEPTION OF THE CORPORATE DREAM section (OPTION !)
Use as part of DECEPTION OF THE CORPORATE DREAM section (OPTION 2)
Close DECEPTION OF THE CORPORATE DREAM section
Use with YOU CAN DO THIS IN 5 EASY STEPS slide
Close meeting with 
FOR SECURITY LICENSED REP USE ONLY:
CA DOI LIC441 APP
APR 2014
08.16
SRR
THESE ARE ACCESSIBLE ON POL - VERIFY CURRENT EDITION
NO SECURITIES LICENSE YET?
use this for your clients
Available as COST ITEM via POL - or download this PDF
These are great "LEAVE BEHIND" pieces AFTER the FNA client review has occurred

Click image to download PDFs & send to your prospects/clients via your wireless device
(available on POL Download Center)
LEAVE BEHIND PUBLICATIONS & PDFs
Available as COST ITEM 
via POL 
click image to download PDF
FNA Delivery/Go Back Appointment
Using the information gathered during the "Input Appointment"
How to close for products, referrals & IBAs

Inside are scripts & the theories used to close business (Life & securities), get referrals and IBAs. The most important thing is to KEEP IT SIMPLE when explaining things
FNA Turbo App Input
Set your POL to develop a realistic FNA for your clients
  • Life coverage
  • Securities rollovers & transfers
  • Annuities
  • PLPP
  • Auto & Home
  • Recruit possibilities
  • Referrals
Quick Quote
​Take the time to develop several options for review (2 or 3) rather than relying on the quotes developed within the FNA. the FNA generated quotes are typically higher than those you can generate.

Basic Illustration as a Closing Tool
Set your POL to develop a comparison of Cash Value policies vs Buy Term & Invest the Difference  for your clients
click image to download PDF
click image to download PDF
click image to download PDF
click image to download PDF
WOMEN IN PRIMERICA
Combines
The BASICS of INVESTING & HOW YOU CAN REACH YOUR DREAMS & GOALS

KT presentation with IRA, ROTH, SIMPLE & SEP
 retirement account info
POLICY DELIVERY PROCEDURES
with BENEFICIARY CONTACT MATERIAL