Presentation
Primerica Greats
Reading List Favorites
Primerica Concepts
Financial Needs Analysis (FNA)
100

This is our mission statement

What is “to help families earn more income, become properly protected, debt free and financially independent?”

100

This was Primerica’s youngest Million Dollar Earner

Who is Mario Arrizon?

100

He is the author of the books ‘Rich Dad, Poor Dad’ and ‘Cash Flow Quadrant”

Who is Robert Kiyosaki?

100

This is an investment concept in which it tells us how long it will take money to double based on the rate of return

What is the Rule of 72?

100

The FNA helps us hit our client’s financial goals. It is also these 3 C’s

What is complimentary, customized and confidential?

200

According to CNBC.com, Aug, 24, 2017, ____ out of 10 American workers say they live paycheck to paycheck.

What is 8?

200

This was the first female $1 Million Dollar earner

Who is Frances Avrett?

200

Art Williams wrote this book about building leaders

What is ‘Pushing People Up’?

200

This concept demonstrates why a family needs more income protection early on their lives and more retirement income in the later part of their lives

What is the Theory of Decreasing Responsibility?

200

This page of the FNA helps us understand exactly how much money is being spent every month

What is the budget worksheet?

300

According to Lifehealthpro.com, June 2, 2016, this is how many adults have no life insurance.

What is 95 million?

300

This gentleman went from 0 to $1 Million Dollars in income in less than 10 years

Who is Ian Prukner?

300

This former Primerica CEO wrote a book titled ‘Real Leadership’

Who is John Addison?

300

This concept teaches how to efficiently pay off their debt in the least amount of time, paying the least amount of interest

What is Debt Stacking?

300

The FNA recommends these 3 type of investment accounts

What are emergency fund, short term savings and wealth building (long term savings)?

400

About ____% of Americans spend up to half of their income on debt payments.

What is 40%?

400

This individual was the first Chicagoland leader to hit $1 Million Dollars a year in income 

Who is Mike Evans?

400

This former pastor wrote books including ‘The 21 Irrefutable Laws of Leadership’ and ‘Developing the Leaders Around You’

Who is John Maxwell?

400

When we help clients with their FNAs, we believe that ____ is the foundation of any financial game plan

What is income protection or life insurance?

400

The FNA helps us determine what a client’s FIN is. What do the letters ‘FIN’ represent?

What is Financial Independence Number?

500

The 3 main reasons why people don’t plan to fail, they fail to plan are:

What is 1) No education, 2) no financial game plan 3) No coach?

500

This Primerica great was a nuclear engineer who founded the Global Alliance. His leadership and vision built an organization in 3 different countries. Many people simply refer to him as “DT”

Who is Darrell Taylor?

500

This famous TV personality and author wrote financial books including “Financial Peace” and “Total Money Makeover’

Who is Dave Ramsey?

500

Primerica is a very predictable business. When setting appointments, this set of 4 numbers refers to appointments set, gone on, life business closed and number of recruits

What is 8/5/3/1?

500

This part of the FNA allows you to show 3 life insurance quotes for your client to choose from

What is the triplicate of choice?