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ADDITIONAL RESOURCES FOR GROWTH
Everyone
Schedule Appointment
Only if existing policy exist.
Log Into your Primerica App/POL
Confirm via Team Calendar/Team Chat
For Policy Approval and Investments Discussion
Download and Register their client portal
To Finalize with their plans
To learn more about Primerica!!
Request STOP PAYMENTS on Existing Policies
Follow through w/ Back Office "OM"
Follow-up with Client to provide underwriting updates
To learn more about Primerica!!
IBA, Home & Auto, Vivint, PPLP etc..
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