Priority Trainings:
- Tuesday 7pm MST — Freedom Movement Training
- Saturday 9am MST — Success Alliance TrainingIf you’re serious about growth, you’re plugged in.

One-Time Setup

(One-Time)

Freedom Orientation

Get set up, trained, and on the path to licensing.

Freedom Launchpad

Once licensed, get fully set up to run appointments and operate your business with confidence.

Ongoing Habits

(Daily/Weekly Rhythm)

Building Your Market

Build your list and planning daily activity.

Booking Appointments

The core activity that drives income.
More appointments = more momentum.

Doing Appointments

Run the play. Deliver clarity. Guide families through the Freedom Steps.

TIME COMMITMENT OPTIONS

No Time

For people who want impact without a schedule commitment

Refer families you care about
Get paid for referrals (no presentations)
Support the mission without changing your routine

Part-Time

For people building alongside another career

Book 5 appointments per week
Build momentum at a sustainable pace
Learn by running appointments with support

Full-Time

For people committed to building a business

Book a minimum of 10 appointments per week
Daily prospecting and follow-up
Lead appointments independently

Build Your Market

Start with who you know, then expand naturally.

Building your market is simply writing down names.
No selling. No pitching. No explaining.
Just identifying people you already know and interact with.

1) YOUR WARM MARKET

People who already know you.

Your warm market includes people you already have a relationship with — friends, family, coworkers, neighbors, and people you trust.

Family members
Close friends
Coworkers (current or past)
Neighbors
People from church, sports, or community groups
Anyone who knows your name and would take your call

If you already know them, they belong on your warm market list.

2) YOUR NATURAL MARKET

People you naturally meet over time.

Your natural market grows from everyday life. These are people you meet through work, activities, referrals, and normal conversations.

Friends of friends
People you meet through clients
Parents at kids’ activities
Coworkers of your warm market
Community connections
Introductions over time

Your natural market grows automatically as you live your life.

You do not need a huge list to start.
You only need enough names to begin learning the process.

✔ This module is:

Writing down names
Organizing who you know
Creating clarity

✖ This module is not:

Calling anyone yet
Pitching
Explaining the business
Convincing anyone

Target Market

Our 5 Point System - MACHO

Married
Age 25-55
Children
Homeowner
Occupation

Import & Qualify Your Contacts

Quickly add your existing contacts to the CRM.

Qualify contacts (Primerica

Mastering CRM

Find "CRM" in the upper menu

Find "Help" in the CRM menu

Begin Following Step 1: Getting Started: Going Digital

DOING APPOINTMENTS

Booking appointments is not about perfection. It is about volume, consistency, and predictable ratios.When you book 12 appointments, a realistic expectation is:12 Appointments Booked
↓
8 Appointments Completed
↓
5 FNAs / Financial Needs Analyses
↓
3 New Clients
↓
1 New RecruitThe goal is not to close everyone. The goal is to keep the pipeline moving.The business becomes predictable when the activity becomes consistent.

Freedom Operations

Get registered for these!

POL > Update My Info > Rep Website / Partnership Empowerment Program (PEP) / Direct Deposit
CRM Landing Pages
Edge Benefits
Canada Protection Plan (CPP)
Canada Life - Seg Funds > Primerica Email

Calendly
ZOOM
LinkTree - Personal Website
AGF Advisor Portal
MFC Advisor Portal

Weekly Training (Non-Negotiable For Success)