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1. Exploratory Process Introduction Fill out FNA input Sheet

N. 3190-B Shelby Street Ontario, Ca 91764 Business: (909) 980-8700 Fax: (909) 980-8711. 4 Step Process. 1. Exploratory Process Introduction Fill out FNA input Sheet Take steps to Qualify (1-4 months) 2 Minute Process 2. Attend Client Orientation (Educational Process)

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1. Exploratory Process Introduction Fill out FNA input Sheet

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  1. N 3190-B Shelby Street Ontario, Ca 91764 Business: (909) 980-8700 Fax: (909) 980-8711 4 Step Process • 1. Exploratory Process • Introduction • Fill out FNA input Sheet • Take steps to Qualify (1-4 months) • 2 Minute Process • 2. Attend Client Orientation (Educational Process) • 3190-B Shelby Street, Ontario CA 91764 • Date:____________ Time:__________ • 3. Deliver FNA (Educational Process) • Review Financial Needs Analysis • Discuss Mutual Fund Asset Allocation • Retirement Fund Planning • 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 • Primerica’s Offered Services… • Part-time & Full-time Business Opportunities • Term Life Insurance • Fixed Rate, Simple Interest Mortgages • Mutual Fund Investments • Auto & Homeowners Insurance – (877)-855-8111 • Agent Last Name_______________ Agent code #____________ • Long term Care Insurance • Prepaid Legal Plans Medical Date and Time: ____________________ Qualification Process 1. First check will be cashed 1-3 weeks. 2. Underwriting 1-4 mo. 3. Policy will be issued or declined. 4. If declined you will receive a full refund. 5. If issued, first draft from account will begin 30 days after issue date. 210 Fwy Baseline Rd. Foothill Blvd. Arrow Hwy 4th Street Archibald Ave. Inland Empire Blvd. Haven Ave. Haven Ave. Milliken Ave. Milliken Ave. 15 Freeway 15 Freeway Shelby Office Park 3190-B Shelby Street Ontario, Ca 91764 N. Turner Ave. Shelby Street Representing PFS Companies 10 Freeway Primerica Financial Services Insurance Marketing, Inc. Insurance offered through: Primerica Life Insurance Company Executive Offices: Duluth, Georgia 60 Freeway Alonzohierarchycd/PPT/1.7 Sales process/2008 03 4stepprocessshelbymap

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