PRI Books
Recruiting and Prospecting
Self Improvement
PRI Tools
Investment Terms
100
This book talks about the adventures, challenges and rewards of being in business for yourself. Are you ready to join the ride?
BONUS: This system incorporates a quad chart with your Mission, 3 Goals and a Devil's Vortex
"Entrepreneur Rollercoaster" by Darren Hardy
BONUS: Sunday Planning System
100
This is what a new recruit completes and signs to become an associate with Primerica
Independent Business Application (IBA)
100
TBAR
Thinking, Belief, Actions, Results
100
Runs on any platform (smart phone, tablet, laptop, PC) and provides access to Primerica Tools to run your business.
Primerica App
100
Statistical measure of the volatility of a portfolio's returns around a mean.
Standard Deviation
200
This book, written by Primerica's former co-CEO, challenges readers to what it means to really lead and have others join your calling.
"Real Leadership" by John Addison
200
According to our company's founder, this is the market we should talk to in order to get new recruits.
Warm Market
200
This is the cure for FUDD
BONUS: What does FUDD stand for?
Confidence
BONUS: FUDD = Fear, Uncertainty, Doubt, Delusion
200
FNA data collection and reporting, as well as electronic applications
TurboApps
200
Measure of degree of change in value one can expect in a portfolio given a change in the benchmark index. Value is compared to 1.0
Beta
300
This book written by the founder of our company explains the company's history, journey to success, and is titled after the founder's former occupation.
"Coach" by Art Williams
300
5 pointers of prospects that we should focus our business around.
Age 25-55, Married, Home owners, Children, Full-time income
300
The target you aim at has a lot to do with your performance. 2 targets that we should aim at.
Recruiting and Referrals
300
Clients lists, follow ups, appointment scheduling and Rep Marketing Center
Client Relationship Manager (CRM)
300
Portfolio's standard deviation and total return to determine reward per unit of risk.
BONUS: Given the following variables, what is the formula to calculate the above?
=expected value
=asset return
=risk free return
=standard deviation of the asset excess return
Sharp Ratio
BONUS: Sharp Ratio = (-)/
400
This book, first published in 1985, is a step-by-step guide to the "people management" concepts behind one of the fastest growing companies in American business at the time
"Pushing People Up" by Art Williams
400
According to Primerica's business model (10-6-4-1 or 8-5-3-1), this is the approximate % of prospects that we talk to that actually become clients.
40%
400
Obsessed with or unusually enthusiastic about a specified interest
Freak
400
Takes an investment application using a single MF immediately following a Life Insurance Application
EZ Key
400
Difference between a portfolio's actual returns and it's expected performance.
Alpha
500
This book explains that in order to change your life, you must be willing to change your environment.
"Will Power Doesn't Work" by Benjamin Hardy
500
This type of sales presentation, named after a letter of the alphabet, contrasts 2 options.
T Presentation
500
Number of books the average CEO reads in a year.
60
500
Morningstar tool used to demonstrate past performance of a MF or portfolio
Hypothetical Illustrator
500
On the Lifetime Investment Managed Account Platform, there are 2 strategies of investments. One is similar to a buy-and-hold strategy, while the other is more active management of the investment account including moving in and out of cash account.
Strategic and Tactical