Start with Orientation.Then build your daily rhythm:
1. Build Your Market
2. Book Appointments
3. Do AppointmentsEach module is simple, duplicatable, and designed for both part-time and full-time success.Your business grows when you follow the system — every day.

Get Connected

Access Primerica Online (POL)

*LOGIN WITHIN FIRST 24 HOURS FOR $50 BONUS
There are 2 ways to access POL:
1. Via web browser desktop/mobile: https://www.primericaonline.com/2. Via Mobile Primerica App:
Apple App Store: apple.co/3Oeg9ht | GooglePlay Store: bit.ly/3PexXdK

Join our Telegram

DOWNLOAD TELEGRAM APP
Team Communication, announcements and updates!Join These Groups:
1️⃣ Team Canada Telegram
2️⃣ Invictus Leadership

Weekly Training Schedule

*Highest priority training:
1. 7pm MST Tuesday - INVICTUS Training [1 hour]
2. 9am MST Saturday - Success Alliance Training [1.5 hours]

**Watch INVICTUS Telegram for updates & special events

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Promotions & Compensation

Compensation Grid

*PT = Part-Time
*FT = Full-Time
*FYC = First-Year Commission

Pre-License Compensation

1. District Leader Promotion

Before Licensed: 3 x $3,000 before obtaining a license over the next 2-4 months.After Licensed: 3 x $2,500 in one calendar monthWhich way is easier?

2. Field Training Bonus (FTB)

3. Referral Programs (No License Required)

Mortgages

$500,000 Mortgage = $430.00
(Referral Fee Factor: 0.00086)

Home & Auto Insurance

Auto = $75.00
Home = $65.00
Other = $25.00

Pre-Paid Legal Services (PPLS)

2-Year Membership = $50.00

**You must complete referral certifications to be paid referral fees. Step 7: Referral Certification

Licensed Promotion Guidelines

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Social Media Post

Social Media Strategy - The Play Post

Step 1 - Post to your FACEBOOK WALLOption #1

Life Update:
I just started a new part-time work, and I am SO EXCITED to share that we are looking 👀 for new people in Canada 🇨🇦!! Remote positions are available immediately! Our finance office is looking for people who have high character and a heart ❤️ to serve others.We have work-from-home income options.
1. Spare-time: This is a commitment of working 4 to 8 hrs
2. Part-time: This is a commitment of working 8 to 25 hrs
3. Full-time: This is a commitment to work full time✅ Hours are negotiable.
✅ No experience needed, just a clean background.
✅ We provide all the training and licensing.

Option #2

The company I work with is looking for some people to work from home in the finance space. Anywhere in the country, all online, paid training, and bonuses as well. Who's interested? I'd be glad to connect you.

Option #3

Post to your Facebook/Instagram Story

IMPORTANT INSTRUCTIONS

Anyone that messages you directly, create a 3-way group with your senior partner:
Hi NAME, this is my senior business partner, (NAME). He/She will provide you with more information.Tag your senior partner in the comments so they can see & help with responses!Facebook Help - How to Tag Your Coach?Facebook Help - How to Create Group Message?

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Step 4: Financial Needs Analysis (FNA)

What questions does the FNA answer?

What is the total amount of money needed to retire? = Financial Independence Number (FIN)How much money do I need to save to hit my FIN?What is the most tax-efficient way to invest my money?Should I use an RRSP or TFSA?Where should I invest? Stocks? Bonds? Mutual Funds?What is the best way to save for a downpayment on a home?I have 4 debts. Which one should I pay off first? Second? Third?What types of insurance should I own? What types of insurance should NOT be owned?

How Money Works E-Book

Please download & read the How Money Works E-Book to gain an understanding of the concepts we teach as we help you build your own financial strategy.

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Step 4: Watch the Orientation Videos

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Target Market

• Target Market
• Network Tracker
• Scripts

HOW TO BUILD A COMPANY, WITHIN A COMPANY – KEYS TO BUILDING A SUCCESSFUL BUSINESS

1. A market – people who need or want your products or services. At Primerica that is any person or family that is not properly protected, debt free, and financially independent, any person who is not satisfied with their current job or career, or anyone looking for supplemental income.2. A marketing plan – a way to get your products or services into the hands of people that need or want your products and services. Primerica is a warm-market, word of mouth referral-based company. We will never run out of people to see3. A system – a duplicatable system so the business runs without you. At Primerica, the newest person can get trained to do it exactly the way their trainer did and get great results over and over again.

YOUR MARKET

Using the video along with your trainer in front of the target market is crucial to your success. If you work in the right market, you will make money and build a solid team. Your target market is:

What is the "Easy 3?"

The "Easy 3" appointments are made with those who you care the most about such as your closest family members and friends. These are the people who have proven to be the best places to start.
Remember the acronym M.A.C.H.O. stands for:
M-ARRIED
A-GE (25-65)
C-HILDREN
H-OME
O-CCUPATION

HOW TO IDENTIFY THE “EASY 3”

POTENTIAL RECRUITS

These are those who you would want to go into business with. These are people that you have the best of the best rapport with. Potentially, they may be the same as those you thought of before, OR they generally have three or less of the M.A.C.H.O. qualifiers.Why? Generally speaking, most potential recruits who have 3 or less of the 5 qualifiers of M.A.C.H.O. and generally don't have a need for our financial products and services YET.

POTENTIAL CLIENTS

These are the people who are your top three candidates to utilize our products and services with whom you have the best of the best rapport with. They should meet a minimum of 4 of the 5 qualifications from M.A.C.H.O. (Three qualifiers are acceptable if one of the three is Married or Children)Why? Generally speaking, most potential clients who have 4 of the 5 qualifiers of M.A.C.H.O. almost always have a need for the products and services that we offer.
Don't worry about not leading with the opportunity here first! We will always present out business opportunity to our clients.Why? We've found that the BEST RECRUITS meet a minimum 4 of the 5 qualifications form M.A.C.H.O., with CHILDREN being one of them. Additionally, who do most potential clients who are Married, or have Children associating with? You guessed it! WIth those who are likely married and have children as well.

Compile Your Top 25 List:

Using what you've learned about the Hot & Warm Markets, quickly compile a list of AT LEAST 20-25 people who you have the closest relationships with, and the most credibility with. As soon as you're done, take a picture of your list and send it to your Field Trainer. Your FieldTrainer will help you qualify this list and help you pick the 5-10 you can start with together.

PRO TIP: Think about those those in your life that you care about the most; those with a significant other and children who you wouldn't want to see struggle financially if something happened prematurely. They are who we need to talk to first.

• Target Market
• Network Tracker
• Scripts

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Scripts For Your Easy Three Training Appointments

• Target Market
• Network Tracker
• Scripts

New Associate: 4-5 Pointer Script

Hey, NAME! It's YOUR NAME. How are you? [wait for response]Awesome. How's family? Everybody's good? [wait for response]Fantastic. Hey, I really need your help. Can you help me?I'm not sure if I mentioned this to you or not the last time we talked, but I'm working on some financial licensing. I know you might be all setup. However, I just want to set a time
to meet and show you what I'm doing that way if you or somebody you know in the future could benefit from what I do, you would know enough information to comfortably introduce them to me.So listen, as far as us getting together on zoom, what's better for you? Weekends, weekdays? [Book time]I'm also going to send you a quick video 17-minute so you know more about what I'm doing!Now I'm going to invite my senior agency management to jump on our ZOOM call to help explain & answer questions, so please make sure you can be on so that I look good!

New Associate: Recruiting Text Message

Hey NAME, I just started working with a financial company and I’m pretty excited/pumped about it. They are expanding and I thought of you (because you…. are hard working/care about people). Are you keeping your work options open? (WFA wait for answer)Text Back
Great, let me connect you with my business partner, he/she can go over the specifics.Immediately create a group message with your trainer and send:
NAME, meet my business partner (NAME). (NAME), name is interested in working with us.The senior business partner will take it from there

Common Objections

What is it?

It’s a large financial firm, and they just rolled out some new technology and it's a digital tool that helps people improve their financial situation. Who wouldn't benefit from that these days, right?

What’s the name of the company?

PFSL Investments, they represent companies like AGF, Mackenzie Investments, Manulife, Blackrock, Co-Operators, and a bunch of others. (T-Name), will be better at going over the info; I’m just getting started.

I’m not interested

No problem, do you know anyone looking to earn an extra $1,000-$3,000 a month part-time around their job or looking for a career change?

No problem, could you help me? Can you post share a post on Facebook?

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Referral Program Certification

Home & Auto Insurance

Auto & Home insurance are available in AB, ON, NB, NS, PE and NL.
Property & Home insurance are available in BC, SK and MB.

Downloads & Resources

• Home & Auto Powerpoint Presentation

Certification Instructions

To market or refer the Primerica Secure™ Auto & Home program, you must:1. Have an active Rep ID in the provinces of British Columbia, Alberta, Saskatchewan, Manitoba, Ontario, New Brunswick, Nova Scotia, Prince Edward Island and Newfoundland and Labrador.2. Have signed the Primerica Secure Agent Certification Form.3. Complete the Surex.com Onboarding to ensure ease and accuracy when your clients are completing the referral process. Fill out your online registration with Surex using your Primerica email address. Wait for the validation email from Surex, click on it, and YOU'RE IN!4. You'll get a second email from Surex as soon as you finish onboarding. This second email will contain your personalized referral link that you can share with your friends, family, new and existing clients.

Mortgage Loans

Downloads & Resources

• Mortgage Powerpoint Presentation

Certification Instructions

1. Enter your email address (you must use Primerica email for this to work, which is your solution code @primerica.com, example: [email protected] or [email protected], make sure to use your solution code/rep code, provided to you).2. Follow email instructions to sign the agreements electronically3. Test your referral link!:
8Twelve Mortgage: https://primericareferral.com/[your solution code]
Rocket Mortgage: https://rocketmortgage.ca/primerica-referral/?qls=PRM_[your solution code]

• 8Twelve – Registration Process
• 8Twelve – Certification
• Example: 8Twelve Referral Link

Pre-Paid Legal Services (PPLS)

No Certification Required | Only Available: BC, AB, MB, SK, and ON

Video Training Content

• PPLS Presentation Roleplay

Downloads & Resources

• PPLS Powerpoint Presentation
• Online Application / Website
• Will Checklist
• Will Questionaire

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Get Licensed

Licensing Specialist - Briann Crawford: (403) 861-7328
RVP Partner - Lisa Ens: (403) 862-5711

We're glad you've decided to begin your journey and pursue your dreams!

There are two courses to complete:1. You will need to complete the Canadian Investment Funds Course (IFIC) to be authorized to market investment funds.2. You will need to complete the Life Licensing Qualification Program (LLQP) to be authorized to market life, disability & health & dental insurances.

*We recommend doing only one course at a time.

• Investment License
• Insurance License

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How to register for the Canadian Investment Funds Course (IFIC)?

• Investment License
• Insurance License

1. Securities Licensing > Mutual Fund Licensing (CAN)

2. Register for the AGF-IFSE Mutual Fund Licensing Program

3. Pick out available courses. http://www.primerica.ifse.ca/ *COURSE TIMES ARE IN EASTERN TIME ZONE

4. Put the start date of the selected course & an alternate course (if the primary one is full). *COURSE TIMES ARE IN EASTERN TIME ZONE

5. Check box to agree to terms & conditions & click the next button.

6. Pay $395 to confirm registration. (This will be partially refunded through $350 bonus on your first $1000 client investment. In addition to the bonus, you can qualify for a complete reimbursement.)

7. You will be emailed the IFSE Canadian Investment Funds Course login information within 1-3 business days.There are 4 steps to obtaining an investment funds license.
1. Study course content
2. Pass LLQP Course by completing the 4 modular exams with 60%+ (18/30 multiple choice questions).
3. Write & pass the 4 modular provincial exams with 60%+(18/30 multiple choice questions).
4. Apply for your licenseIn the meantime, begin studying and using our investment funds course resources at http://ific.teaminvictus.org/
*Please contact your trainer to get the password

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How to register for Life Licensing Qualification Program (LLQP)?

• Investment License
• Insurance License

1. Life Licensing > Get Your Life License

2. Pre-Licensing Education > Choose Your State/Province

3. Register for Life Class > LLQP Course

4. Register Myself for Class

5. Select Course > Continue

6. Select Class Schedule > Continue

7. Registration Confirmation > Submit

8. You are now registered for LLQP class.There are 4 steps to obtaining a life insurance license.
1. Attend & receive credit for ALL sessions
2. Pass LLQP Course by completing the 4 modular exams with 60%+ (18/30 multiple choice questions).
3. Write & pass the 4 modular provincial exams with 60%+(18/30 multiple choice questions).
4. Apply for your licenseIn the meantime before you attend LLQP class, begin studying and using our LLQP course resources at http://llqp.teaminvictus.org/*Please contact your trainer to get the password

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Weekly Training Events

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Recruiting Scripts

Initial Reachout

Hi {firstName}, our financial agency is seeking candidates who have high character and a heart to serve others. We have remote part-time & full-time options. Would you or someone you know be interested in working online from home? Let’s connect & I will share more details.

Follow-up: No Reply (3-Days Later)

Hi {firstName}, thanks for connecting. May I share more details with you?

I'm Interested

Excellent! Our virtual agency helps people with investing, retirement planning, and life & disability insurance. We are looking to bring people on board as part-time/full-time licensed financial professionals to work online from home. In this role, the selected candidates would obtain financial licensing, learn how to build a financial strategy and help people implement their strategy using our 25+ strategic partnerships.Candidates Requirements:
- Must be 18+
- Clean background check
- No undischarged bankruptcies
- Ability to legally work in Canada with a valid work permit/SIN
- Access to a computer and/or tablet/iPad
- Disciplined and motivated to work
- Experience in financial services is an asset but not required. Full training provided.Do you meet these requirements? Is this something you have further interest in exploring over ZOOM?

Follow-up: Interested - No Reply (3-Days Later)

Is this something you have further interest in exploring or do you have a connection that might be a fit with us?

Yes, I want to explore!

Great! The first step in this process is to get you in for our Pre-Interview Information Session. This will be a small group of candidates to provide a detailed understanding of our operations. After the pre-interview, we will move to a one-on-one interview to determine whether we are the right fit.Which option works best for you for Pre-Interview?
1. Monday, Oct 2 @ 6pm MT
2. Tuesday, Oct 3 @ 12pm MT
3. Wednesday, Oct 4 @ 1pm MT

Gather Contact Details

Perfect! What would be the best phone number & email for you so I can send you the ZOOM link?Schedule Pre-Interview Information Session

Is this commission?

The financial services industry is the highest paid in the world. Our compensation structure is commission with a residual base income. We have no full-time requirement or minimum quotas.We have work-from-home income options:
1. Spare-time: This is a commitment of working 4 to 8 hrs, targeting an extra $500 - $1,000 per month.
2. Part-time: This is a commitment of working 8 to 25 hrs, targeting an extra $1,000 - $3,000 per month
3. Full-time: This is a commitment to work full time, targeting $4,000 - $8,000+ per monthWhich option do you feel would be most attractive to you?

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