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How to fill out the Primerica Fast Start Planner online
The Primerica Fast Start Planner is a vital tool for individuals seeking to establish their business and income effectively. This guide will provide a step-by-step process to assist users in completing the Fast Start Planner online, ensuring that you can get off to a successful start in your Primerica journey.
Follow the steps to submit the Primerica Fast Start Planner online successfully.
- Click ‘Get Form’ button to obtain the Primerica Fast Start Planner and open it in the editor.
- Begin by reviewing the initial section, 'Getting Off to a Fast Start'. Familiarize yourself with the importance of your first 30 days by noting the statistics provided. This section helps frame your objectives.
- In the next part, 'Get Specific on your Goals', list your top three compelling goals in the provided fields. It could include objectives such as paying off debt or saving for a new car.
- Move on to the 'Promotions & How Production is Counted' section. Here, detail your promotional goals and input expected deadlines alongside the attained dates. Include the specific milestones you aim to achieve.
- In the 'Fast Start Bonus – Become a Pace Setter' section, make note of your activities for the first 30 days. Record the number of recruits and completed trainings, keeping track of your progress toward becoming a pace setter.
- Next, utilize the 'Memory Jogger' to brainstorm potential leads who may be interested in your services. Fill in the names and characteristics of these individuals in the designated areas.
- Proceed to fill the 'How To Schedule a Kitchen Table Appointment' and 'How To Schedule a Guest for the Overview' sections. Script out your calls or texts for inviting individuals to assist or attend your presentations.
- Ensure that you review the 'Weekly Schedule' for training and calls, marking your attendance to relevant sessions that may contribute to your success.
- Lastly, fill out the 'Success Checklist' section. Confirm you have addressed all items listed, ensuring the checklist is complete before submission.
- Once all sections are filled, save your changes. You may then download, print, or share the form as needed.
Begin filling out your Primerica Fast Start Planner online today to take the first step toward your successful business.
To file a claim with Primerica, first, locate your policy information, which is essential for the process. You can visit their website or contact your representative directly for assistance. They will provide you with instructions and necessary forms to complete your claim. Utilizing the Primerica Fast Start Planner can help you stay organized and ensure that you have everything needed for a smooth claims experience.
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