Primerica Basics
Appointment Setting
FNAs
Life Insurance
Client Solutions
100

Primerica coined the philosophy "Buy Term & _____"

What is "Invest the Difference"?

100

You would use the FETHOR script to invite prospects to this type of presentation.

What is a Kitchen Table, Favor Appointment, or Launch Party?

100

Before an FNA presentation, you send this document to your clients as their "homework".

What is the Pay it Forward Sheet?

100

This is the only type of Life Insurance that Primerica sells.

What is Term Life Insurance?

100

Answer Financial is Primerica's strategic partner for this cient service.

What is Home & Auto Insurance?

200

The year in which Primerica was founded.

What is 1977?

200

To help make the appointment setting process easier, you would use this method in order to more likely get an appointment scheduled. 

What is Alternate of Choice?

200

When working on entering your cilent's debt information, this is the payment type associated with credit cards. 

What is a Revolving Payment?

200

This is the minimum amount of life insurance coverage that Primerica offers. 

What is $15,000?

200

Depending on the product you may need to be licensed if you live in a ______ state. 

What is Red or Blue states?

300

This man founded a company in his name now known as Primerica.

Who is Art Williams?

300

The ratio to determine success rate of Kitchen Table appointments.

What is 8-5-5-1?

300

To enter your clients FNA details on POL, you need to click on this tool.

What is TurboApps?

300

A financial interest in the life of another person. In a position to loose something of value if the insured should die.

What is Insurable Interest?

300

This Client Service provides access to affordable legal advice.

What is PLPP (Primerica Legal Protection Program)?

400

Primerica Headquarters are located in this US State.

What is Georgia?

400

The ratio used to determine success rates of an M&B.

What is 10-4-1?

400

In addition to the FNA tool in TurboApps on POL, you should also have this visual representation of their situation ready to present to your client during their FNA. (Hint: we have a template in the form of a Google Sheet)

What is the Haves & Needs sheet?

400

This clause prevents the insurer from contesting the policy after it has been in force for a set period (usually two years).


What is the incontestability clause?

400

These are the 4 main services that fall under the category "Client Solutions".

What are:
Home & Auto Insurance
PLPP
Identity Theft Protection
Vivint Home Security?

500

When and where the next Primerica Convention will be held.

What is July 2027 in Atlanta, GA?

500

The script used with your trainer to assist you with booking more appointments.

What is the Triangle Training Script?

500

This "Need" should equal 3-6 times what your client's monthly living expenses are.

What is an Emergency Fund?

500

A type of Life Insurance where partners in a business buy life insurance on each other.  They agree that when one of them dies the survivors have the right to purchase the deceased partner's share of the business.  The death benefit from the insurance is used to finance the purchase.

What is a Buy-Sell Agreement?

500

 A client can get a short-term insurance policy for a trade show, wedding, or other similar events called Special Event Coverage through this Primerica partner.

What is Answer Financial?