Slide 1 - Building-Leaders by chenmeixiu

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									                                                                                                                                             3190-B Shelby Street
                                                                                                                                               Ontario, Ca 91764
4 Step Process                                                                                                                           Business: (909) 980-8700
                                                                                                                                              Fax: (909) 980-8711

1. Exploratory Process
•Introduction                                                                                                            Medical Date and Time:
•Fill out FNA input Sheet
•Take steps to Qualify (1-4 months)                                                                                     ____________________
•2 Minute Process                                                                                                        Qualification Process
                                                                                                                       1. First check will be
2. Attend Client Orientation (Educational Process)                                                                     cashed 1-3 weeks.
3190-B Shelby Street, Ontario CA 91764                                                                                 2. Underwriting 1-4 mo.
Date:____________ Time:__________                                                                                      3. Policy will be issued or
                                                                                                                       declined.
                                                                                                                       4. If declined you will
3. Deliver FNA (Educational Process)                                                                                   receive a full refund.
•Review Financial Needs Analysis                                                                                       5. If issued, first draft
•Discuss Mutual Fund Asset Allocation                                                                                  from account will begin
•Retirement Fund Planning                                                                                              30 days after issue date.
•Homeownership Planning
•College Education Fund Planning
•Establish Debt Elimination Plan
Date:____________ Time:__________

4. Finalize Paperwork
•Deliver Policy
•Review game plan for reaching
Total Financial Independence
                                                                                                              210 Fwy                                                                     N
                                                                                                                                                Haven Ave.
                                                                                                                                                             Milliken Ave.
Primerica’s Offered Services…                                                                               Baseline Rd.                                                     15 Freeway
•Part-time & Full-time Business Opportunities                                                               Foothill Blvd.
•Term Life Insurance                                                                                         Arrow Hwy
                                                           Archibald Ave.




•Fixed Rate, Simple Interest Mortgages                                                                        4th Street
•Mutual Fund Investments
•Auto & Homeowners Insurance – (877)-855-8111                                                            Inland Empire Blvd.
                                                                            N. Turner Ave.




•Agent Last Name_______________ Agent code #____________
                                                                                                                                Shelby Street


                                                                                                                                                Haven Ave.


                                                                                                                                                                             15 Freeway




•Long term Care Insurance
                                                                                                                                                             Milliken Ave.




•Prepaid Legal Plans
                                                                                                         Shelby Office Park
                                                                                                        3190-B Shelby Street
Representing PFS Companies                                                                               Ontario, Ca 91764

Primerica Financial Services                                                                                    10 Freeway
Insurance Marketing, Inc.
Insurance offered through:                                                                                     60 Freeway
Primerica Life Insurance Company
Executive Offices: Duluth, Georgia
                                                                                             Alonzohierarchycd/PPT/1.7 Sales process/2008 03 4stepprocessshelbymap

								
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