Presentations
KT PPT.pptxThis is the one and only presentation. There are three scenerios in which the script is different.
1) Training appointment
2) Sales appointment with no trainee
3) Interview
Link to scripts:
FNA+Debt+AH+PLPP+ID FILLABLE.pdfThis is the data gathering page. Use this when someone is interested in getting a Financial Needs Analysis (FNA), also called a financial game plan.
"At Primerica, we do not believe in high pressure sales. We take a low key, educational approach." - Art Williams