LIFE INSURANCE 101
PROMOTIONS
Money & Wealth Basics
The History of Primerica
Agent Challenges
Potpourri
LEADERSHIP
50

Life insurance rates are based on? 

What is health and age?

50

What does it take to get to 35% commission your first 30 days? 

What is 1 recruit x 1K of life insurance. 

50

Primerica is unique, what do we offer that no other company does for free for clients? 

Financial Needs Analysis 

50

Who Founded Primerica

Who is Art Williams?

50

What’s the #1 thing agents do instead of making calls?

What is text?

50

What is Primerica's ticker Symbol? 

What is PRI?
50

What is one thing leaders can't teach? 

What is DESIRE?

100

This type of insurance only pays out if the insured passes away during a specific time period.

What is term life insurance?

100

Not only will it give you a promotion, it will give you confidence and competence..

What is field training? 

100

This account grows tax-free when used correctly in retirement.

What is an IRA?

100

This year Primerica was founded.

What is 1977?

100

The most common excuse for not making calls.

What is “I’ll do it later”?

100

Big Decisions happen at? 

What is BIG EVENTS? 

100

I can't be on zoom, I am driving. 

What is, "I completely understand that your driving, the good news is zoom can be accessed anywhere" 

200

This part of a life insurance policy grows over time and can be borrowed against

What is cash value?

200

People that go to district (50%) with in the first 30 days statistically become what? 

Regional Vice President

200

This type of plan helps families save for a child’s education.

What is a 529 plan?

200

Where is the headquarters to Primerica located? 

What is Duluth Georgia?

200

This is what happens when someone waits until they feel ready.

What is nothing?

200

What’s something you say after a bad call?

What is, "but did I die?"

200

I do not know who to put on my "MACHO" list? 

What is, "if you were getting married tomorrow, who would be in your wedding party?  Or 

1.) you got a momma, daddy, auntie

2.) coworkers

3.) teachers/coaches/high school friends. 

300

This process may be required again if a client increases their policy amount.
 

What is underwriting?

300

Who stated the term, "Promotions in Motion"? 

Who is ART WILLIAMS

300

This financial strategy protects income if someone passes away too soon.

What is Life Insurance?

300

Approximately how many independent licensed agents does Primerica have across North America?

What is over 150,000 agents?

300

Name something agents do instead of making calls

What is overthink?

300

Primerica's tagline is? 

What is buy term & Invest the rest? 

300

When you get an objections, what are you supposed to do? 

What is Answer, Affirm, Close? 

400

This life insurance provision guarantees that a policyholder can continue their coverage without having to show proof of insurability if they become sick or injured during the term, as long as premiums are paid on time.

What is a Guaranteed Insurability Rider (or Option)?

400

WHAT DOES IT TAKE TO GET TO DISTRICT LEADER OUTSIDE OF YOU FIRST 30 DAYS?

What is 6 recruits by 6K of life insurance? 

400

This professional helps with taxes and write-offs.

What is a CPA?

400

This major milestone occurred in 2010

What is Primerica’s IPO on the New York Stock Exchange (NYSE)?

400

The thing people fear more than public speaking.

What is calling their warm market?

400

WHAT DOES GO GREEN MEAN? 

WHAT IS PASS THE READINESS EXAM & PRIMERICA WILL FRONT THE MONEY FOR THE EXAM? 

400

PEOPLE OVER? 

WHAT IS PROFIT?

500

This clause in a life insurance policy prevents the insurer from canceling coverage or changing the policy terms after it has been in force for a certain period, except in cases of fraud.

What is the Incontestability Clause?

500

This term refers to resetting focus and momentum to qualify for trips or promotions.

What is a Reset?

500

This term refers to transferring wealth intentionally to future generations.

What is generational wealth?

500

Primerica’s mission focuses on educating families to achieve this long-term financial goal.

What is financial independence?

500

his magically appears when you actually start working.

What is confidence?

500

How many Nieces does Amy C have? 

What is 3? 

500

Name something leaders must do before leading others.

What is Lead themselves?

600

This happens if premiums are not paid on time after the grace period.

What is policy lapse?

600

Freedom with Discipline would be the title of what? 

What is a Regional Vice President? 

600

How much did Primerica's stocks start off at? 

What is $15.00 a share? 

600

What was Primerica prior to Primerica? 

What is Citigroup? 
600

What’s something agents swear they’ll never do… then do anyway?

What is, Say, "hey, I am selling life insurance"? 

600

How many RVP's do you have to promote to go SVP and what does life insurance production have to be?

What is 3 regional VP's and 50K through 1st? 

600

This leadership skill involves listening more than talking.

What is communication?

700

How do you start a life insurance application? 

What is turbo apps? 

700

When you become a Regional Vice President besides the 110% commission, what else do you receive? 

what is 15K of stock options already vested? 

700

This is the financial plan most people accidentally follow.

What is “winging it”?

700

Where is convention held every 2 years for primerica? 

What is HotLanta? 

700

Answer this question: "there are Millions in the ".. 

What is Mundane? 

700

What is Sara Fallats biggest fear? 

1.) Heights

2.) Spiders

3.) Puking 

What is Spiders

700

How many skill sets are in primerica & can you name them?

  1. Prospecting
  2. Setting Appointments
  3. Winning Presentations
  4. Overcoming Objections
  5. Mastering the Products
  6. Mastering Kitchen Table Recruiting
  7. Getting New Reps Off to a Fast Start
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