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TEAM LAVINATION FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania

PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

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Page 1: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

TEAM

LAVINATION

FASTSTARTPLANNERAstepbystepguidetogettingyourbusinessand

incomeofftoafaststart.

Pennsylvania

Page 2: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica
Page 3: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

WelcometoPrimericaByjoiningourteam,you’veshownthatyou’recommittedtobeingaSUCCESS

andyoursuccessisimportanttous.Thisbooklethasbeenspecificallydevelopedjustforyou– thenewrecruit.Theconceptsandguidelinesyou’llfindthroughout thisbookletweredesignedtogetyournewbusinessofftoa

FASTSTART.

At Primerica, we believe that you can achieve your dreams. Our time-tested,proven system has helped train thousands of new leaders get their businessesstarted. We believe that to be successful all you need to do is follow thesesimple steps.

DREAMIT. PLANIT. DOIT!!!!

VisualizeyourGoals WriteitDown TakeAction

Formoreinformationaboutour incrediblecompany,whoweare,ourmissionandhistory,visitwww.primerica.com.AssoonasyoureceiveyoursolutionnumberyoucanaccessalltheinformationtohelpbuildyourbusinessonPrimericaOnline.

Don’t forgettosign-upforPrimericaOnline (POL)atwww.primericaonline.com

toaccesstheOn-lineexamsimulator,studyguides, fieldtrainingmaterial,and tosetupyourpersonalizedwebsite.

Page 4: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

ImportantInfoandNumbers

Upline’sName Upline’sPhone#

RVP/SNSD-JonLavin 610-453-2331Serious/Major?’ssuchastraining,insuranceorrecruiting)

mostquestions

mostquestionsOfficeManager-PackardLavinLicensingSpecialist-LilNowak

610-825-8200Operations/mostquestions561-558-6775licensingtracking&questions

LifeLineCallus!Wearehere

tohelpyou.

RedlightGreenlightStopwhenissues

Comeup!

KeeperoftheKEYSYouwillcometolockedDoors,wehavethekeys!

LavinOfficeAddress:100WestElmStreet,Suite400,Conshohocken,PA19428PrimericaREPHELPLINE:770-381-1000RegionalLicensing(RLC):804-706-6255

***Ifoutoftown:Alltrainingscanbewatchedstreamingathttps://livestream.com/lavination***

MondayNightTeamTraining7:30pm- 9:30pmSaturdayAfternoonTeamTraining11:30am-1:15pmWeeklycompanyupdates&recognition! WeeklyOpportunityMeetingstobuildyourteam!TheInformation thatispresentedwillteachyouandyourteamthefinancialandbusinessconcepts forsuccess.Theatmosphereisfun,energetic, andprofessional.MondayMorningBigHittersCall9:00am- 10:00amDialinnumber:605-562-3140Pin:856403#

Replay: 605-562-3149Pin:sameLavinationBaseShopAccountabilityCall10amonMondaysafterBigHitterscall,Wednesday,ThursdayandFriday9am.Dialin:641-715-3650Pin:129141#Big-timersMeetingTuesdayat10:00 liveoron:new.livestream.com/lavination

Page 5: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

WhatNext?TheQuestionAllWinnersAsk

BeginTrainingProcess

BeginLicensingProcess

DistrictLeader

Trained LicensedTeam is Built

FieldTraining

*8-5-3-1

u IBA- $99&$25/mu Insurance-24hrsor

online

• WatchVideos togetcertifications

• InvestmentsSelfStudy

Classroom

TrainingSeminars

*Complete2Cycles

(4Associates+5T.S.)

QualifiedCommitted

Appointments

QualifiedCommitted

FNAs

QualifiedCommittedClients

QualifiedCommittedRecruit

Learnit.Liveit.Loveit.DOmoreappts :MakeMoreMoney

Page 6: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

Contracts&Guidelines

RVPREG

DIV

DIST

REP

110%+

10%

$1000x110%=$1100

Plus$110!!!

70%

$1000x70%=$700

60%

$1000x60%=$600

50%

$1000x50%=$500

LICENSE 25%$1000x25%=$250

9TotalDirectAssociates3PersonalDist.$10,000premium+u4submitted

6 TotalDirectAssociates1 PersonalDist.$5000inpremium(fiveclients)

4 TEAMMATES

5 TRAININGSALES$2500=QUALIFIEDDIST.LEADER3Recruits&3TrainingSalesin30days=$300

1TrainingSale

1Recruit&Prelicensed

Get$100Bonusinfirst30Days!

6 ActiveDist.w/propervolume

Anexampleofhowtocalculateyourcommissionsandwhere thepercentagescomefrom:

Ifyousitdownwithaclientandtheircurrentplancosts$200amonthandyouofferthemthesameplanfor$83amonth,youwillgetpaidapercentageoftheannualcost.So$83x12is$1000.Thisiswhere

yourpercentagecomesfrom.

Page 7: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

Overrides=DifferenceBetweenContracts

$83/mthor$1000/yr

110%$40070%$10060%$10050%$500

Totalpayoutis$1,100

Page 8: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

Reasonswhyyouwanttobea

DISTRICTLEADERInfirst45days

WouldyouRATHER12.5%UNTRAINED0Recruits30NamesREPContract

50%+$300BonusTRAINED3+Recruits75+NamesDISContract

Time Promotion Income

6Weeks(30daysmakesyouasprint

district.Officerecordis7days.)DistrictLeader $1–3,000/month

3Months(60daysmakesyouarising

star.Officerecordis40days.)DivisionLeader $2–5,000/month

6Months(record92days) RegionalLeader $3–10,000/month

12–18Months RVP $150,000+

3–5Years SVP(3RVPS) $350,000+

5–7Years NSD(6RVPS) $650,000+

7-10Years SNSD(9RVPS) $1Million+

ExpectReasonableResultsinReasonableTimeFrames

Page 9: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

FieldTrainMetoDistrict(50%)in30to45Days!Name:_______________IBADate:_____________

PromotionGoalDate:______________SolutionNumber:__________________

CompletePersonalFNA:Date:_______________CompleteFastStartPlanner:Date:_______________SchedulePFSU:Date:_______________

WatchAllNonLifeCertificationVideo’sqAuto&HomeqPLPPqLongTermCareName Annual

Premium1.____________2.____________3.____________4.____________5.____________

$____________$____________$____________$____________$____________

SprintDistrict(Days)_____

GetDistrictinFirst30Days

You

NameofRec#1

NameofRec#2

NameofRec#3

NameofRec#4

Complete2Cyclesof8-5-3-1

PromoteMetoDIVISIONLEADER(60%)Name:_______________AchievedDate:_____________

q 2NewDirectsq $5,000inTeamPremiumq 1ActiveDistrict

MyTeamProductioninmyPromotionMonthis:

Recruits:_____--AND– Premium:______RVPName:______Date_________

PromotionGoalDate:__________SolutionNumber:______________

You

MYACTIVEDISTRICT LEADER

NewTeamMember#1

NewTeamMember#2

q 4NewDirectsq 5TrainingSales4x5toStayAlive!

Page 10: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

PromoteMetoREGIONALLEADER(70%)Name:_______________AchievedDate:_____________q 10TeamRecruitsx$10,000inTeamPremiumin1CalendarMonthq 3ActiveDistrictsq 3NewDirectAgents

MyTeamProductioninmyPromotionMonthis:Recruits:______--AND-- Premium.______Date_________q MustHaveU4Submitted RVPSignature:_________

PromotionGoalDate:__________SolutionNumber:______________

You

ACTIVE DISTRICTLEADER

NewTeamMember#1

NewTeamMember#2

ACTIVE DISTRICTLEADER

ACTIVE DISTRICTLEADER

NewTeamMember#3

PromoteMetoREGIONALVICEPRESIDENT(110%+10%)

Name:_______________AchievedDate:_____________

q 20TeamRecruitsx$20,000inTeamPremium2monthsinarow.q MustbefullyInvestmentLicensedq Giveupminimumof$10,000Replacement

PromotionGoalDate:__________SolutionNumber:______________

ACTIVEDISTRICTLEADER

You

ACTIVEDISTRICTLEADER

ACTIVEDISTRICTLEADER

ACTIVEDISTRICTLEADER

ACTIVEDISTRICTLEADER

ACTIVEDISTRICTLEADER

MyTeamProductioninmyPromotionMonthis:

Recruits:______--AND-- Premium.______Date_________RVPSignature:_________

Page 11: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

LearntheBusinessintheFIELDOnehourinthefield=TENhoursintheclassThreetypesofpeople1. Sissy- scaredofeverything(you,change,theiragent,family etc.)NOCLOSE.2. Communist- don’tthinktheywill retiredon’twanttoprotectfamily.NOCLOSE3. All-American- loveswhatwedoforthemandwantstohelpothersaswell. DEFCLOSE

App

ts.

Sund

ay

Mon

day

Tuesda

y

Wed

nesday

Thursday

Friday

Saturday

Sales

Recruits

3 Week1 Opp/TR

730-9pmBTM10am

Opp/TR11:30-1:30

1 113

Week2 Opp/TR

730-9pmBTM10am

Opp/TR11:30-1:30

1

3Week3

Opp/TR730-9pm BTM10am

Opp/TR11:30-1:30

1 113 Week4 Opp/TR

730-9pmBTM10am

Opp/TR11:30-1:30

1

3Week5

Opp/TR730-9pm BTM10am

Opp/TR11:30-1:30

1 1

CONGRATULATIONS!!!!DISTRICTLEADER!!!!!!5recruitssetting3appts awk=15totrain themon.Gettrained totrainandyouwill neverworryabout income,aswellasbeable tobuild abusiness!

BUILDTHEBUSINESSINTHEMEETINGS

OpportunityMeeting

Trainings

BigTimer’sMeetings

PALSchools

Page 12: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

KeystoSuccess1. Mostimportant:BECOACHABLE2. Constantcommunication3. Alwayshaveapositiveattitude4. Haveaplanofaction(3appts aweek)5. Maintainconstantactivityandworkyourplan

PipelineTheory

The more you put in, the more comes out!

PlugInTheory CharcoalTheory PushPointTheory

Plugintothesystem SeektheHeatandstaynearthesource

GROWyourbusinessbypushingfrommeetingtomeeting

Page 13: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

IncentivesLicensed- FlipChartPresentationSecuritiesLicense- $100.00CASH1PersonalRecruitx3Sales–SPECIALRECOGNITION,GOLFSHIRT

2PersonalRecruitsx6Sales–DINNERWITHRVP,WINDBREAKERJACKET

DoubleDigit(10teamrecruits)-SPECIALGOLFSHIRT,$100.00CASH

10TeamRecruitsx10,000PersonalPremiumClub-SHIRT&TROPHY,DINNERWITHRVP&NIGHTOUTINLIMO

SprintDistrict(30days)-GIFTCARD&PERSONALIZEDSHIRT,NAMEONPLAQUE

RisingStar(60days)- BecomeadistrictandpromoteaDistrict.IPADOR$400CASH,NAMEONPLAQUE

TopPersonalRecruiter (Min.4)- $100CASHTopPersonalProducer (Min.$5000prem.)- $100CASHHighestAttendanceTeam (Min.15)- $50CASH

Page 14: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

WhyPeopleSucceed/Fail

1.Rejection2.Market3.COACHABLE4.Support/Partner(Influence)5.WORKETHIC

Thief Gambler Champion

CharacterGoals

Therearethreetypesofpeople…

Whichoneareyou?

Successisinevitable,ifyoudotheRIGHTTHINGS,LONGENOUGH,WITHTHERIGHTINTENSITY!

Page 15: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

CHAMPIONDETECTORThisiswhatChampionsdo:

1.GETOFFTOAFASTSTART(On15-30apptswithinthefirst30days,promotedtodistrictin30days,

licensedin30days,trainingotherswithin90days)2.SETTHEIROWNAPPOINTMENTSANDHAVECREDIBILITYONAPPOINTMENTS

3.ATTENDALLMEETINGSPOSSIBLE

4.WANTTOCOMPETEEARLY

5.GOONTHEIROWNEARLY

6.DOASELFSTUDY

7.HANDLEREJECTION– MADVS.DOWN

8.HANDLECHANGE– EXCITEDVS.UPSET

9.ASKTHERIGHTQUESTIONS

10.GETOTHERSTOTHEMEETING

Page 16: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

TARGETMARKET1.Married(LivingwithSpouse)2.Age(25-55)3.Children(LivingatHome)4.Homeowners(Renters)5.Occupation(Fulltimejobearning$30,000+)*Bonus=Lived intheareafor2yearsorlonger*

SettingAppointmentsWorkingintheright marketiscritical toyoursuccess.Ifyouworkintherightmarket,youwill makemoneyandbuildasolidbusiness.

Ifyouworkinthewrong market,youcanworklonghoursandnevermakeanymoney.

XX XX X XX

X

X

X

“Put theoddsin yourfavor”

PrimeTimeforKT:5:30,7:45and9:006:00and8:00Thesearethetimesmostpeopleareoffofwork.Wecansetanytimealltherulesapply.

Rules

1.Husband&Wife both2.AttheK.T.3.3 apptsaweek4.Atleast2inarow5.4-5pointersinevening6.Letmanagerknow24 to48hoursaheadoftime7.3&below:Interview,coffee,lunch,weekend,oppmeetings

Page 17: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

C.H.A.M.P.Anothergreatwaytocreateaprospectlistisbyusing“C.H.A.M.P.”.

Takealookatthefollowingadjectivesandwritedownwhocomestomind.

C.OMPETITIVE 1 TEL#

2 TEL#

3 TEL#

H.ARDWORKING 4 TEL#

5 TEL#

6 TEL#

A.MBITIOUS 7 TEL#

8 TEL#

9 TEL#

M.OTIVATED 10 TEL#

11 TEL#

12 TEL#

P.EOPLESKILLS 13 TEL#

14 TEL#

15 TEL#

Page 18: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

C.H.A.M.P.Anothergreatwaytocreateaprospectlistisbyusing“C.H.A.M.P.”.

Takealookatthefollowingadjectivesandwritedownwhocomestomind.

C.OMPETITIVE 1 TEL#

2 TEL#

3 TEL#

H.ARDWORKING 4 TEL#

5 TEL#

6 TEL#

A.MBITIOUS 7 TEL#

8 TEL#

9 TEL#

M.OTIVATED 10 TEL#

11 TEL#

12 TEL#

P.EOPLESKILLS 13 TEL#

14 TEL#

15 TEL#

Wewant/needtogetinfrontofthesepeopleassoonaspossible.

Page 19: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

Top25TrainingList

Name

PhoneNumber

1Comments:

2Comments:

3Comments:

4Comments:

5Comments:

6Comments:

7Comments:

8Comments:

9Comments:

10Comments:

11Comments:

12Comments:

Age25-55

Marrie

d

Child

ren

Home

Earn30k

Know

n1yr

Spou

senam

e

HomeInvit

eVisit6m

os.

Helped

You

Market

Cred

ibility

Total

Market Credibility

13Comments:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

Peopleyouwouldwanttohelp,andwouldhelpyou!

Page 20: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

Top25TrainingList

Thevalueofyourtraininglistcouldbe$25K,$50K,$100Koreven$250K+!

Name

PhoneNumber

14Comments:

15Comments:

16Comments:

17Comments:

18Comments:

19Comments:

20Comments:

21Comments:

22Comments:

23Comments:

24Comments:

25Comments:

Age25-55

Marrie

d

Child

ren

Home

Earn30k

Know

n1yr

Spou

senam

e

HomeInvite

Visit6m

os.

Helped

You

Market

Cred

ibility

Total

Market Credibility

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

AcCvity:

Page 21: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

OtherPlacestoLook“CellPhone,Phone/AddressBooks,SocialMedia,AnyLists,MemoryJogger”

Page 22: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

StepstogettingyourBizofftoaFASTSTART

Makesureyoucheckoffasyougoandyouwilldogreat!

q Finishallofyournamelists(2champ&2namelists)

q Sendthenamelistsbypicturetexttoyourupline.

q Setuptimetopracticephonescriptimmediately.Withupline orappointmentsettingtrainer.Callandpractice.

q Assoonasthetrainingiscompletestartsettingappts fortheweekorweekendofyourchoice.Minimumof3ASAP!!!

q Receivechamptextfromtrainerandsendtoyourtoptenofyourchamplistandstartbuilding ateam.

q Schedule timetocomeinandlearnhowtosetupanduseucanpass.com studywebsiteorrefertolastpageafterapptsaresetandcalllicensingcoordinatorforhelp.

APPStodownloadtohelpyoubuildyourbusiness:

1.)Groupme- assoonasdownloaded lettrainerknow

2.) Primerica app-willhelpyouwintheiPad and

buildbusiness faster.

Page 23: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

FastBreakSettingaTrainingAppointment

(Them)Hello?

(You)Hey_______thisis_______,whatyouupto?

(Them)Ohnothingmuch,justatthehouse.

(You)Ohgreat!(Smalltalkwiththem.I.E.Askthemhowtheyhavebeen?Howarethekids?

Howistherelationship?)

Whentheyanswer,saythat’sgoodtohearandcontinue.

(You)Welllook,whatareyouandyour(girlfriend,fiancé,wife)doing_ThursorFridayaround6

or8p.m.?(Usethetwodaysthatyou’refreeandgiveoutalloptionssotheycanpickone.)

Youwanttofindoutiftheyarefreeevenbeforeyouask.

(Them)Ohnothingmuch,justgoingtobeatthehouse.Youknowrelaxing.

(You)Ohthatsoundsgreat.Welllook,Ineedyourhelp.Canyouhelpmeout??

Theywilleithersayno,haveanexcuse,yes,oraskwithwhat.

(Them)Ofcoursewhatdoyouneedhelpwith?

(You)WellIjuststartedwithafinancialeducationcompanyandIamintraining.Formytraining

IhavetoobservesometrainingappointmentsinthefieldsoIknowwhattodo.I’llcomeby

withmytrainerandshowyouthepresentationandallyouhavetodoisaskabunchof

questionsandI’llseehowit’sdonebywatchingmytraineranswerthem.It’sgoingtobegreat!

You’regoingtohelpmeright?

Iftheysayyes,skipnextparagraph.

(Them)Wellsure,whatdoyoudo?(You)BasicallyIwillbeteachingfamilieshowmoneyworksindifferentareassuchas,banksandinsurancecompaniestakingadvantageofpeople,howtoretireearlier,andgetoutofdebtfaster.It’sawesome,butyou’regoingtohelpmeoutright?

(Them)Sure.

Page 24: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

(You)Okaygreat!Welljustincasemytrainerhastomeetmethere,letmegetyouraddress?

(Them)Yes,Itis123pleasehelpmeavenue!

(You)Okaygreat!WellIwillbethere_______(Appointmentdayandtime).Ican’twaittosee

youandyour(wife,girlfriend,fiancé).THANKYOUSOMUCHFORHELPINGMEandlikeIsaid

thisisveryimportantsodonotforget_______(Appointmentdayandtime).Seeyouthen!

**Ifaskedanythingaboutthecompanyyouworkfor,UsePrimerica,“We

basicallyrepresentcompanieslikeMetLife,LincolnFinancial,andInvesco.It’s

AWESOME!”Mostpeoplehaven’theardofPrimericaBCWEDON’TADVERTISE

Orunfortunatelysomeonewhowasn’ttrainedproperlygavethemabad

impression.Sowhenyoustatetheothercompanies,thesearecompaniesthey

arefamiliarwithandwillbeaneasiertransition.

OvercomingObjections

OhI’mnotinterested,sorry.Wellthat’sgreatyoudonotneedtobeinterested.Ijustneed

yourhelptogetmytrainingbutIpromiseyouwilllearnsomethingnewbutlikeIsaidIjust

needyoutosittheresoIcangettrained.So,_______(Appointmentdayandtime).

OhIdon’thavetime.Youjustsaidyouwerefree_______(DayofAppointment)?

OhIknow,somethingmusthavecomeup.Okaythat’sfine,sois________(thenextday)

better?LikeIsaid,IREALLYneedtogetthisdone.IknowIcancountonyou.Thanksman!So,

_______(Appointmentdayandtime).

OhIheardaboutPrimerica,nothankyou.Greatyou’relucky,IwishIwouldhaveheardaboutthem.ButlikeIsaid,youdon’thavetodoanything.Ijustneedtocomesitwithyousotheywill

payformylicensing.So_______(appointmentdayandtime)?

WellletmetalktomywifeandI’llletyouknow.Okaygreat!Howlongdoyouneed?I’llcallyouthen.ButpleasefindoutASAP,it’sveryimportant.So,_______(Appointmentdayand

time).

LetmecheckmyscheduleandI’llsee.Okayhowlongdoyouneed?I’llwait.Okaygreat,well….So,_______(Appointmentdayandtime).

Idon’twanttobuyanything.DoyoureallythinkIwouldcomeoverandtrytosellyou

something?That’sthelastthingI’mtryingtodo.Ijustneedyourhelp.That’sall!So,_______

(Appointmentdayandtime).

Page 25: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

SettinganInterviewYourselfFirstCall(2nd Callonback)

(Them)Hello?

(You)Hey!What’sup,whatyoudoing?

(Them)Oh,nothingmuch.What’sup?

(You)Nothingmuch.Howyoubeen?(smalltalketc.)

(Them)I’vebeengood,andyou?

(You)Awesome!Welllook,thereasonI’mcallingisbecauseIjuststartedworkingwithafinancial

educationcompanypart-timeandthey’relookingforsomesharp,motivatedpeoplethatwanttomake

$2000-$3000amonthtwonightsaweekandyou’rethefirstpersonIthoughtof.Isthatsomething

you’dbeinterestedin?Icanputinagoodwordforyouandtrytogetyouaninterview.

(Them)Imeanyeah,butwhatdoyoudo?

(You)Basically,weteachfamilieshowmoneyworksindifferentareassuchasbanksandinsurance

companiestakingadvantageofpeople,howtoretireearlier,andgetoutofdebtfaster.It’sawesome!

ButIjuststartedanddon’twanttoexplaintoomuchbecauseImightmessitupandsaythewrong

thing,soIcansetaninterviewforyousoyoucancomeinandmyregionalmanagercanexplain

everythingtoyou.Doyouwantmetogetyouaninterview?

(Them)Well,yeah!I’dlovetohearmoreaboutit!

(You)Okay,great!What’syouravailabilityforthenext7days?Ineedtotalktomymanagertoseewhen

wecangetyouinforaninterviewbecauseheisextremelybusy.

(Them)I’moffThursdayandIcancomeinFridayorMondayafter12.

(You)Awesome!Welllook,I’mgoingtocallyouasaponceItalktohimandletyouknowwhatdayyou

cancomein!LikeIsaid,he’sverybusy,soitmighttakesometimeforhimtogetbacktome.Talktoyou

soon!

Youthensendyourleaderatextwithname,numberandavailability:

Ex.JonLavin610-453-2331AvailableMondayandTuesdayafter12andFridaybefore3pmYourleaderwillthenlookattheirscheduleandseewhenitmatchesupandreplywithatimeanddate.Send(name)inTuesdayat1.

Page 26: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

SettinganInterviewYourselfSecondCall

(You)HeyIgotyoutheinterviewfor________at____.Mymanagerissoexcitedtomeetyou!Itoldhimalotaboutyousomakesureyou’rethereontime.I’mgoingtomeetyouthere!It’sgoingtobegreat!Anddonotcancelonmebecausethat’sgoingtomakemelookbadafterItalkedsowellaboutyou.Areyousurethattimeisgood?

(Them)Yeah!That’sawesome.Whereat?

(You)Iwilleitherpickyouuportextyoutheaddressthedaybeforesoyoudon’tlosethemessage,ok?Makesureyouwearbusinesscasualclotheslikeslacksapoloorabuttondownforexamplebecauseit’sabigbusiness.

(Them)Alrightthat’sfine.Thankssomuch.

(You)Noproblem!You’regoingtobegreat!I’msoexcited.Seeyousoon.

Iftheyaskanyquestionssuchaspayorwhatyoudoindetail,oranythinglikethat,tellthemyoujuststartedsoyourmanagercanexplaineverythingwhentheycomeoryoucanhaveyourmanagergive

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OvercomingObjections

1.) NothanksI’mnotreallyinterested:Wellyouhaven’tevenseenwhatwedo.Howcanyounotbeinterested?But,okay.Doyouknowanyonewhowouldbeinterestedin$3000amonthparttime?

2.) Isthisapyramidscheme:Apyramid?What’sthat?(Waitforanswer)No,that’sillegal.It’safinancialbrokerage,justlikeanyotherbusiness.Sowhendoyouwanttocomeforaninterview?

3.) Idon’thavetime:Yousetyourownhours,soyoucanworkaroundyourschedule.Besides,whynothaveonejobthatpaysmorethanbothofyourotherparttimejobs,ormakeanotherthousandortwothousandwhileyoukeepyourfulltimejob?I’monlytalkingabout8-10hoursaweek,ifthat.

4.) Myfriendalreadytriedthat:Oh,forreal?Whowasit?(Waitforanswer)Oh,Idon’tthinkheworkshereanymore.ButImeanareyougoingtojudgeyoursuccessoffofsomeoneelse’sfailure?That’slikenotgoingtocollegejustbecauseyourfrienddroppedoutha-ha.Comeonman,I’mtellingyou,youwouldbegreat.Atleastcomeseeitforyourself.

Page 27: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

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Page 28: PA Lavination Fast Start Planner · 2016-08-30 · FAST START PLANNER A step by step guide to getting your business and income off to a fast start. Pennsylvania. Welcome to Primerica

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