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1. New Associate Orientation
Step 1: Onboarding - Complete With Your Trainer
Register New Associate For Teachable
Schedule Your Pre-Licensing Class (LLQP)
Download the Primerica App = $50
Commercial Electronic Message – Express Consent Form
Canadian Insurance Participant Registry (CIPR)
LLQP Statement of Understanding Form
Submit Government-Issued ID
Schedule Your Personal Financial Needs Analysis (FNA)
Assignment Before "Meet Your RVP" Connection
Schedule "Meet Your RVP" connection
Step 2: Complete On Your Own Before Meeting Your RVP
Download Telegram App
Agency Training Events
The 7 Steps To A Clear Vision (17:04)
Primerica: A Company of Destiny (11:11)
Jeff Seagrave: Orientation (61:40)
Field Training Bonus
Promotion Guidlines
Freedom for Families
Step 3: Meet with Your RVP
Meet With RVP
Set Your "Easy 3" Appointments
Make Your First Post! (3:35)
Set Up Your Follow-Up with Trainer
Step 4: Complete On Your Own Before Meeting with Trainer
Business Overview (19:03)
Appointment Setting Introduction
MACHO: 0-3 Points
MACHO: 4-5 Points
Shareable Video Links
Appointment Setting Bootcamp (64:23)
Step 5: Complete With Your Trainer
Download the Team Canada App
Facebook Messaging
Social Media Posts
Set Up Your Next Follow-Up
Step 6: Complete On Your - Addition Tools for Success
Appointment Setting Audios (1:27)
Skill Up - Appointment Setting With Your Field Trainer
Congratulations!
Important Licensing Class Tasks
Get Registered for Class (1:58)
LLQP Pre-Study Manual
Pre-Class Check List
Attend Your Life Insurance Pre-Licensing Class
Prepare for your Certification Exams (13:09)
The 7 Steps To A Clear Vision
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