Get Orientation Checklist Solution #: Start Date: Rvp Name: Cell Phone #: Concepts We Teach Investing

This guide provides a clear and supportive overview of how to complete the Orientation Checklist form effectively. By following these steps, users can ensure that they accurately fill in all necessary information and stay organized in their orientation process.

Follow the steps to successfully complete the Orientation Checklist.

1. Press the ‘Get Form’ button to access the Orientation Checklist. This will open the form in an editable format.
2. In the first section, fill in the 'Solution #' field with the designated identifier for the form. This number is crucial for tracking purposes.
3. Next, enter the 'Start Date' in the specified format. Ensure that this date reflects when the orientation begins.
4. Complete the 'RVP Name' field with the name of the Regional Vice President overseeing your orientation process.
5. Input your 'Cell Phone #' in the next field. This contact information will be used for important communication during your training.
6. In the 'Concepts We Teach' section, review each item carefully. Make note of key concepts such as 'Investing vs Saving' and 'Term vs Cash Value Life Insurance.' Be ready to engage with these topics.
7. Identify three recruiting prospects by writing their names in the provided spaces. Having these names ready can help facilitate discussions about the program.
8. Schedule your Financial Needs Analysis (FNA) if you have not already done so. This analysis is essential for understanding your financial goals.
9. In the 'Primerica Online' section, create your User ID and Password on the specified website. This will allow you to access resources and training materials.
10. Complete the homework by going to the 'Training & Development' tab and watching the recommended videos. This step will help you gain foundational knowledge.
11. Lastly, save any changes to the document, and consider downloading, printing, or sharing the completed form as needed.

Complete your Orientation Checklist online to ensure a successful start to your journey.