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

Orientation TMT

How it Works Citi Primerica Primerica Offices Offices RVP Agents RVP 7 vs 1 Licensed Licensed Agents Agents 1.) Don’t leave $ on the table. 2.) Provide total solution. FNA

A Who Makes the Most Money? A B A A A A A A A A A A A A A A A A 1 B

A Learn to Hire and Train Agents 2 A B 2 10 A 2 4 A A A A A A A A A A A A A A A 1 1 1 1 1 2 1 1 32 1 B 1 1 1 1 1 1 1 1

Business Ownership REAL ESTATE FRANCHISE B.O. B.O. McD’s REMAX $1Bil $1Bill l B.O. B.O. $250 - F F $250 - F B B B $50 0 / yr $50 0 / yr A A A A A A E E E E E E $50 ‐ $100K/yr $10/hr Employee

The Time is Now Other Other Other Debt Debt Debt (10- Living Car Loans, Equity Loans, 15%) Personal Loans, Expenses (10 -15%) (25-35%) Student Loans, etc. Mortgage (25-35%) McDonalds (1%) Insurance – Life, Long Term Care, Disability, Unemployment, Taxes Group Benefits, Auto, Home (20 -30 %) Savings – IRA, SEP, Roth, UGMA, 401(k), 403(b), Money Market, Mutual Funds, Variable Annuities, Insurance Checking Accounts, Payroll Savings Premiums (5-10%) Deduction Investments. (5-10%)

Marketing Plan BUILD TEAM BUILD CLIENT BASE C R C C R R C C R R ME ME C C R R C C R R 1. Training 2. Referrals

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

The PFS Activity Pipeline 8 - 5 - 3 - 1 Qualified Committed Qualified Qualified Appointments FNAs Committed Committed Closes Recruits

Leadership Pipeline 10 PROSPECTING PEOPLE THINKING IN RECRUITS ACTIVITY INCOME SALES 2 DISTRICT LEADERS OUT (TRAIN) (COACH) (LEAD) Promotions Accountability Attendance Field Training Opportunity Appointments Meeting LEADERSHIP PIPELINE