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PFSU and You

PFSU and You. Maximizing PFSU for your New Recruits. Were you here for the first presentation on Thursday, March 28 th ? Yes No. Poll. Classes have run at this office since March 28 th . How many total enrolled students, including walk-ins, were there? 43 67 85 103. Poll.

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PFSU and You

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  1. PFSU and You Maximizing PFSU for your New Recruits.

  2. Were you here for the first presentation on Thursday, March 28th? • Yes • No Poll

  3. Classes have run at this office since March 28th. How many total enrolled students, including walk-ins, were there? • 43 • 67 • 85 • 103 Poll

  4. How many of those 85 showed up to at least one session? • 35 • 48 • 62 • 73 Poll

  5. Tried to call but no vm, only Primerica e-mail given • Left vm message • Tried to contact but neither listed number worked, cell was for someone else and home sounded like it picked up, but no one responded • Spoke to briefly but he was unable to talk so will check his e-mail for my message • Spoke to and confirmed attendance; student was lost and missed class; rescheduled for May but never showed • Spoke to and confirmed attendance (finishing with ucanpass but wants class for review); has been in periodic contact with me but not tested yet • Lm including request for e-mail, no e-mail; licensed Responses in April

  6. What is PFSU? • What exactly do licensing coaches do? • What do my new recruits get? • What can I do? • How else can licensing coaches help? Agenda

  7. A: General Ins & Start Life Ins Basics B: Finish Life Ins Basics & Complete Life Ins Policies C: Review of Life Ins Policies & Complete Provisions, Options, & Riders D: Annuities, Qualified Plans, & Federal Taxes E: Ins Regulations & Ethics F: Property & Casualty & Health Basics & Cumulative Review PFSU Classroom

  8. Session A: • Personalized Study Plan (PSP) • Course Book & Quiz Book • Intro to PassNow PFSU Classroom

  9. Personalized Study Plan (PSP)

  10. Session A: • Personalized Study Plan (PSP) • Course Book & Quiz Book • Intro to PassNow • Session B: • Insurance Terms for Success CD • Session F: • Life License Application Checklist PFSU Classroom

  11. Licensing Application Checklist

  12. Can new recruits mix and match study materials from class and uCanPass? • No, study materials can never be combined • Yes, as long as the full 24 hours is completed within one program • Yes, as long as they complete the full 24 hours from combined sources Poll

  13. The last time I logged onto POL and reviewed the new recruit life licensing resources was… • Not since I went through pre-licensing • In August when the coaching system was introduced • In the last three months • In the last month • In the last week Poll

  14. PFSU uCanPass • Coach Available • Classroom learning • Guarantee based on Pass Now • Ability to move freely across topics • No Coach • Online learning • Guarantee based on ucanpass • Must review all topics in order PFSU vs. uCanPass

  15. Qualify: Complete the Bonus Exam with a 80% or better 10 days or less prior to the actual exam • Guarantee: Primerica will pay for the recruit to take it again and will still reimburse the initial testing fee when the recruit passes • Requirements: Failure notices must be faxed to VARLC within 10 days Pass Now Guarantee

  16. Must take the test within 90 days of paying or test fee will need to be paid again • Strongly recommended to schedule the fingerprints for the same day as the test • A recruit can push back a test date for no cost three or more business days prior to their scheduled time Testing Regulations

  17. Licensing Coaches How do Licensing Coaches Help My Business

  18. Missy Wanstall Paul Castan Who are we?

  19. When is the first time that a coach will call a new recruit registered for class that starts more than a week away? • Within 24 hours of the recruit’s registration • One week before the first class session • 3-4 days before the first class session • 1-2 days before the first class session • The coach will send an e-mail but not call before the first class session Poll

  20. Pre-Class Communication • During Class Communication • Post-Class Communication • Offer tutoring sessions • Missy’s Google Group Coaching Responsibilities

  21. https://groups.google.com/d/forum/pfsu-study-group Let’s Take A Look New Recruit Resources

  22. What can I do? Driving My Business with PFSU

  23. Ensure that a real phone number and e-mail are entered on the IBA • Verify that the recruit will actually be able to attend the class that they are enrolled in • If scheduling is a problem, then uCanPass may be a preferred option It Starts with the IBA

  24. “I’m excited; I’m motivated! What do I do?” • “I have a lot going on right now, but I know that this is important” • “I can do this online. I don’t need a class”…two weeks later the recruit is still on chapter 1 Good PFSU Candidates: Sound like anybody you know?

  25. Have recruit log-on POL and complete the pre-class materials . • Encourage recruit to work on the Study by Topic practice questions • Have recruit make a Test Day goal • Follow-up with the recruit a week before class to verify they are still planning to attend and let him/her know a coach will be reaching out before class starts. • Introduce the recruit to their coach Recruiter’s Action Plan Pre-Class

  26. When should a recruit ideally plan to take the actual test after pre-licensing? • 2 days • 5 days • 10 days • 14 days • 21 days Poll

  27. Ask when the recruit last connected with his/her coach • Ask what the recruit’s study plan is • Encourage the student to register for the actual test if he/she hasn’t already • Proactively contact the coach with updates Recruiter’s Action Plan Post-Class

  28. Additional Resources are used as needed at any point Study Plan

  29. End of Chapter Course Book Qs • Quiz Book Qs • Online Flashcards • Printable Flashcards/Book Glossary • Insurance Terms for Success • Study by Topic Practice Qs • Life Exam Review Videos • Licensing Coach Additional Resources

  30. What would you like from your licensing coaches? Missy Wanstall Missy.wanstall@gmail.com 302-514-PASS (7277) https://groups.google.com/d/forum/pfsu-study-group Paul Castan eay54@primerica.com 215-816-0964

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