New Associate Guide
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Example Curriculum

  Newly Licensed
Available in days
days after you enroll
  • 1. Life Licensed, Now what? (31:31)
  • 2. Primerica’s Philosophy: Buy Term and Invest the Difference (8:12)
  • 3. Time Management for Primerica Agents
  Fundamentals
Available in days
days after you enroll
  • 1. Learning the Presentation, Learn how to Close (31:01)
  • 2. Mastering Appointment Setting (37:31)
  • 3. Networking in Everyday Life (28:59)
  • 4. Recruting - Overcoming objections (107:07)
  • 5. Closing a Life Insurance Sale (54:11)
  • 6. How to get securities licensed (42:24)
  Becoming a Field Trainer
Available in days
days after you enroll
  • 1. Field Training New Associates (57:35)
  • 2. Different Types of Life Insurance Explained (21:16)
  • 3. Understanding Insurance Riders • Types of riders Primerica offers. (33:42)
  • 4. Keep your cash - Quality of business (62:30)
  • 5. How to Get Client Referrals (47:31)
  • 6. Promotions
  • 7. How to do a Financial Needs Analysis (FNA) (60:12)
  Mastery
Available in days
days after you enroll
  • 1. Building Long-Lasting Client Relationships (30:52)
  • 2. Daily Habits for Success (7:30)
  • 3. Understanding Replacements and Leadership (15:00)
  • 4. CRM / Digital Marketing Training (38:08)
  Self Development
Available in days
days after you enroll
  • Mindset
  • My favorite speeches

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