Glossary

KT - Kitchen Table appointment, or a sales presentation

INT - Interview, or a recruiting presentation

FNA - Financial Needs Analysis

CB - Carryback, bringing a policy back to a client

NN - New number, prospected a new person and got a new number

IBA - Independent Business Application, sometimes called the background check

POL - Primerica Online, our company/agent site: www.primericaonline.com

MAP - Money Accumulation Program, agents can set it up to have a percentage of their commissions/bonuses automatically sent to an investment account

PAC - Pre-Authorized Checking, references a monthly amount going into an investment account

IRA - Individual Retirement Account

Traditional - Before taxes so taxes are taken out when money is withdrawn in retirement

Roth - After taxes so taxes are not taken when money is withdrawn in retirement

Code - Licensed agent