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90 Days Game plan

PRI MERICA. War. riors. 90 Days Game plan. PRI MERICA. P ersonal Satisfaction. INCOME PROTECTION. EMERGENCY FUND. FNA. DREAM FUND. RETIREMENT FUND. F inancial Security. S piritual connection. Pre-qualification for District Leader Representative: Chris M. Dizon

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90 Days Game plan

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  1. PRIMERICA War riors 90 Days Game plan

  2. PRIMERICA Personal Satisfaction INCOME PROTECTION EMERGENCY FUND FNA DREAM FUND RETIREMENT FUND Financial Security Spiritualconnection

  3. Pre-qualification for District Leader Representative: Chris M. Dizon Start Date: Today’s Date Complete Date: 89 Days after Today’s Date Field Trainer: Butch B. Pacheco Field Trainer #: EBK85 FOCUS (Follow One Course Until Successful) You must get engaged at all times. You must get trained. You must organize and prioritized. You must get compensated.

  4. First Month • Submit IBA + $99 + $25/month POL • - 1-2 days = Solution number • - 2 Wks. = Lending Certification • Begin and implement your own FNA: • become properly protected • begin debt elimination plan • Start funding investment goals • Start attending training and Business Opportunity meeting: • Tuesdays @ 7 pm weekly opportunity meeting • Saturday 9 am weekly team training • Top 25 list, start qualifying your top 10 with your field trainer

  5. Second Month - Start setting appointments with field trainer - Bring your field trainer with top 10 qualified appointments (M.A.C.H.O.) - Submit $2,500 bonusable premium - The goal is to recruit 3 for your team - Get paid with our lending program - Get paid with our Legal protection program - Register for PFSU Note: 3 new recruits first month

  6. Third Month Attend PFSU Pass and get licensed Submit all necessary paper works for promotion In the meantime: Your new recruits were being field train by your field trainer. Note: 3 new recruits 2nd month on the field

  7. Fourth Month Get promoted to District Leader One on One with RVP Complete Field Trainer Certification Submit U-4/form 4 Note: 3 new recruit goes to school

  8. The 8531 Concept 25 training list Top 10 prospect 8 KTP 5 FNA 3 Life sales 1 New Associate

  9. The Power of ONE By always helping a new person get just one new person at every level, You always position yourself for at least 3 more sales and the potential for a WARRIOR leader to pop up. 3. Harness the power of geometric progression. YOU WARRIOR

  10. The Power of ONE 1. A recruit isn’t a recruit until he/she has a recruit. NEW RECRUIT HIS/HER NEW RECRUIT 2. A leg isn’t a leg until it is at least four deep. NEW RECRUIT RECRUIT 3 RECRUIT2 RECRUIT1 RECRUIT3A RECRUIT3B RECRUIT3C

  11. Life Insurance SMART Three Things to Focus on in the First 90 Days $83.333 X 12 = $1,000 $200,000 Your Contract Your Compensation Representative 25% $250 X 75% = $187.50 .312 X 200 = $624 = $811.50 • Get trained • Get licensed • Get promoted Senior Representative 35% $350 X 75% = $262.50 .364 X 200 = $728 = $990.50 WARRIOR District Leader 50% $500 X 75% = $375 .442 X 200 = $884 = $1,259.00 Is your promotion important to you?

  12. Life Insurance SMART District Leader Week One $83.333 X 12 = $1,000 $200,000 WARRIOR 50% $500 X 75% = $375 .442 X 200 = $884 Overrides 260 x 3 = 780 Smart + = 884 Life + 375 x 4 = 1500 __________________ $3,164 .312 X 200 = $624 .312 X 200 = $624 .312 X 200 = $624 Is your promotion important to you?

  13. How to qualify the listMarket Score: • M= Married 1 point • A= Age 25-551 point • C= Children1 point • H= Homeowner 1 point • O= Occupation 1 point • Maximum 5 points • Minimum 1 point

  14. How to qualify the list Credibility Score: Length of Time Known (more than a year)? 1 point Spouse first name? 1 point Been invited to their home? 1 point Last visit with them (less than 6 months) 1 point Have they ever helped you? 1 point

  15. Training in your Warm Market Keep in mind the most successful way to start your business is by contacting your “warm” market. These people you care about the most to help first and who would most want to help you. Your warm market is generally made up of close friends and family who are willing to meet with you as part of your training. We help them now, and count it toward your training, so clients you normally wouldn’t develop, help you.

  16. Training in your Warm Market • Any referrals they provide us are yours to use in your business. • If any of your warm market referrals become a client, they are yours once you become licensed. • If they are interested in joining Primerica, they become part of your Primerica business.

  17. Four things to do with Warm market Referrals 1. Recruit to recruit to build 2. Field train and develop 3. Sales thru FNA for promotions 4. Expand their market

  18. How to work effectively 30 days per month? 4 Information Session nights (BOP) 4 Saturday date nights 4 Sunday Activity Blitzes = 12 nights out of the field 30 – 12 = 18 nights available for KTAs 18 nights X 2 KTA/night = 36 presentation/month 36 presentation/month X 50% rule = 18 complete FNA/month 18 complete FNA presentation/month = Full time = 10 insurance clients/5 recruits Part time = 5 insurance clients/3 recruits

  19. Warriors Theory NEEDS THEM Income Protection Emergency Fund FNA Dream Fund Retirement Fund CREDIBILITY EXPERTISE YOU ME

  20. Pipeline Theory SNSD NSD SVP RVP REP. DIST. DIV. REG. -Positive Attitude -Meeting Attendance -KTP -Prospect list -Self improvement -Financial Independent -Total freedom

  21. Charcoal Theory • Plug in to the source: • UP LINE • POL • BUILDERS SCHOOL • BOP • EPN • SATURDAY TEAM TRAINING

  22. Light Bulb Theory 30 Days 30 Days 30 Days

  23. Recruiting The Lifeblood of Our Business “No test has ever been devised that can measure the heart of a champion” Art Williams “You sell to survive and make a living; You recruit to retire and be wealthy.” Art Williams Former Occupation: Teacher/Coach The Founder of our company

  24. Make the decision Success You Average Quit

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