Orientation TMT How it Works Citi Primerica Primerica Offices - - PDF document

TMT Orientation

How it Works

Citi Primerica Offices RVP Primerica Offices RVP Agents Licensed Agents Licensed Agents FNA 7 vs 1

1.) Don’t leave $ on the table. 2.) Provide total solution.

Who Makes the Most Money?

A A A A A A A A A A A A A A A

B A A A

Learn to Hire and Train Agents

A A A A A A A A A A A A A A A 1 1 1 1 1 1 1 1 1 1 1 1 1 1 1 32

B A A A

2 2 2 10 2 4

Business Ownership

McD’s F F B.O. $250 - $50 0 / yr F B.O. $1Bil l

REMAX

B B B.O. $250 - $50 0 / yr B

REAL ESTATE FRANCHISE

A A A E E E B.O. $1Bill $50‐$100K/yr $10/hr Employee A A A E E E

Living Expenses (25-35%) Mortgage (25-35%) Taxes (20 -30 %)

Other

Debt (10- 15%)

Insurance Premiums (5-10%)

Insurance – Life, Long Term Care, Disability, Unemployment, Group Benefits, Auto, Home

Savings (5-10%)

Savings – IRA, SEP, Roth, UGMA, 401(k), 403(b), Money Market, Mutual Funds, Variable Annuities, Checking Accounts, Payroll Deduction Investments.

Other Debt (10 -15%)

Other Debt Car Loans, Equity Loans, Personal Loans, Student Loans, etc.

McDonalds (1%)

The Time is Now

Marketing Plan

R R R R R R R R R ME C C C C C C C C C ME BUILD TEAM

BUILD CLIENT BASE

1. Training 2. Referrals

Build A Team & Client Base

Build Team 1.Prospect 2.Call 3.Do Interview Build Client Base 1.Prospect 2.Call 3.Do Appointment

The PFS Activity Pipeline

8 - 5 - 3 - 1

Qualified Committed Closes Qualified Appointments Committed FNAs Qualified Committed Recruits

(TRAIN) (COACH) (LEAD)

THINKING PROSPECTING RECRUITS ACTIVITY SALES INCOME

Accountability Opportunity Meeting Attendance Field Training Appointments Promotions 10 PEOPLE IN

2 DISTRICT LEADERS OUT

LEADERSHIP PIPELINE

Leadership Pipeline