Engage for 90 Overview

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Engage for 90

Overview

Engage for 90

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Engage for 90 Getting Started Guide

Engage for 90 Overview

Designed to get new

recruits …

• Field trained

• Licensed

• Hooked on competition

Need all levels to

Engage!

SIX iPad minis awarded EACH

WEEK at end of competition

• Who’s eligible:

– Top recruits completing their

first 90 days

– Must keep “full” POL

**active* to be eligible for**

iPad !!!

• Top 5 U.S., #1 in Canada

* Active at 90 days & minimum of 2 payments collected

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Engage for 90 POL Leaderboard

Go to POL / Competition Scoreboard to check out the competition!

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Engage for 90 Overview

Complements existing Fast Start Bonus:

• New Recruits have the opportunity to qualify for both the $300 bonus

AND an iPad mini if they finish at the Top at the end of the competition

• Incent field training & activity after the Fast Start Bonus period

Incent competition:

• Winners recognized on POL

& TV every week

• Track standings at every level – online reports

• Rewards, achievements & local RVP recognition draw attention to Field

Training & Success Now Progress

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Engage for 90 Overview

Recruits receive:

• Activity is tracked in the Primerica App – real time,

mobile, automated, “millennial friendly”

• Enhanced Field Training tools

Field Training Credit

Licensing Credit

Qualified contacts

Appointments

FNAs

Life apps*

Recruits*

Register

Attend

Complete class

Get licensed (Life & Securities)

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Engage for 90 Overview

• Sense of urgency to get licensed before day 90

• Consistent with and supports how leaders Field

Train

• It’s automated, easy and real time

• First time ever – front end competition to

compete against peers right from the start

• Gets more people excited, engaged and

competing

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Engage for 90 Overview

Field tested and approved

-unbelievable feedback

• Beta began after last convention

• Included 900+ RVPs

• Surveyed beta RVPs for direction &

suggestions

• Prepared for October 3 roll out

Mobile Leaderboard coming soon!

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Engage for 90 Overview

Help and Support:

• Email

[email protected]

• Contact your FDD

• Go to POL / Home / Download Center

– Engage for 90 Getting Started Guide

• Go to POL Home / Compensation / Bonuses / Engage for

90 for official Program Document

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E490: New Recruit To Do List

1. Create your POL Logon and then get the

Primerica App on your iPhone or Android

– Use Contact Builder in the Primerica App to build and

Qualify your Contacts and Set Appointments

2. Special Fast Start credit in your 1st _{35 days:}

– You get 50 points for your first 50 qualified contacts -up to 2,500 total

– You get 100 points for each of your first 30 appointments - up to 3,000 total

– You get 150 points for being the Trainee on your first 20 FNAs - up to 3,000 total

– The 3 items above are limited to credit in first 35 days! – If no mobile device, use Fast Start Scoreboard on POL

to receive credit for qualified contacts & appointments

3. Don’t forget that 3 Recruits x 3 FTOs in 1

st

30 days positions you for Fast Start Bonus*

4. Participate in Field Training:

– Receive unlimited submitted premium credit** for being the Trainee on each Life App done by your Trainer during your Field Training Observations

– Receive 1,000 credit** as the recruiter on IBAs done by your Trainer during your Field Training Observations – ** Official final results will only include processed apps

5. Success Now Licensing Progress & get credit:

– Register for Class & receive 500 credit – Attend Class & receive 750 credit – Complete Class & receive 1,000 Credit

6. Get Life Licensed for 10,000 credit

– Then, write life apps for submitted premium credit

7. Get Securities Licensed for 20,000 credit

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E490: Field Trainer To Do List

1. When you close recruits, get a 90-day commitment to sell out & try our business!

2. Complete the IBA & and then:

– Register Trainee for the next Pre-licensing Class

– Help Trainee on-board to POL, no one succeeds without it!

3. Next, download the Primerica App on their iPhone, iPad or Android device

– The app helps them build and qualify their contact list – Help them set their first appointment

– No phone? Take to New Rep Homepage & get them to enter contact list (top left corner of their scoreboard)

4. Select Engage for 90 from Primerica App

– Show them their score - how they stack up with the competition and get them hooked on competing – Register (500), 50 qualified names (2500) and 1

appointment (100) will give them 3,100 tonight!!!

5. Help recruit participate in Field Training:

– Make sure Trainee gets 150 points each for their first 20 FNAs - up to 3,000 total

– Receive unlimited submitted premium credit for being the Trainee on each Life App done by the Trainer during your Field Training Observations – Receive 1,000 credit for being the recruiter on each

IBA done by the Trainer during Field Training Observations

6. Know when Trainee must attend class and make sure they Attend & Complete to receive 500 + 750 for 1,250 total credit

7. Make sure Trainee allocates enough time for exam prep, then schedules, takes and passes the exam for 10,000 license credit

8. Then, encourage Trainee to get Securities Licensed & receive 20,000 credit

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E490: RVP To Do List

1. Make sure you & your Regional Leaders learn how to use Field Trainer Manager.

2. Learn how to retrieve the Base Shop Recognition & Base Shop Trainer Scores

reports from the POL Leaderboard. Use weekly to recognize your team!

3. Next,

get the Primerica App on your iPhone, iPad or Android device

– Use the App to hold your trainers accountable

– Identify trainees with activity and give them some praise and recognition

4. Consider offering awards and recognition beyond what the company is doing

– Top finishers in the state or $1M hierarchy

– Those that finish in the Top 25 nationally but fall short of winning an iPad

5. Embrace the use of

mobile devices and the Primerica App - millennials love it!

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Engage for 90

Getting Started Guide

Engage for 90

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7 Steps to Get Your Team Started

1. Set up your Field Trainers on POL using Field Trainer Manager

2. New Recruits use the Primerica App to build & qualify their contact list

3. Field Trainers use the Primerica App or Turbo to access Recruit’s

Contacts and to help their recruit get appointments

4. RVPs use the Primerica App to track their Field Trainer’s activity

5. RVPs use the “Base Shop Recognition” report to recognize recruit’s

achievements

6. RVPs use the “Base Shop Trainer Scores” report to get your Trainers

competing

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Field Trainer Manager

Step #1: Set up your Field Trainers on POL

using Field Trainer Manager

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Field Trainer Manager

• Identify Field Trainers on POL

• RVPs & Regional Leaders:

• Manage Field Trainers with Field

Trainer Manager on POL

• Identify your Field Trainers

• Initially move trainees to Trainers

• Then, recruits are automatically

assigned to their upline Field Trainer

• My POL / All Apps / Monitor My

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Field Trainer Manager

• The initial view lists

your current Field

Trainers with their

Cash Flow, last

three months of

premium and recruit

totals

• To add or remove a

Field Trainer check

or uncheck the box

and then Save!

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Field Trainer Manager

• As new reps become

qualified Field

Trainers, use Field

Trainer Manager to

add them!

• Then, their future

new recruits will be

automatically

assigned to them as

Trainees

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Field Trainer Manager

• You may need to move

Trainees to a Trainer

• Click on Trainee Tab, then

select “Recruits Assigned

to”

• Select the Trainer you want

to move to

• Put a check next to the

Trainees you want to move

• And click “GO”

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The Primerica App for New Recruits

Step #2: New Recruits use the Primerica App to

build & qualify their contact list

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The Primerica App for New Recruits

• On-Board a new recruit to POL from Turbo IBA

– Register them for class, too!

• Download the Primerica App to their iPhone or Android

– The Primerica App steps them through getting started & helps

them start the Field Training Process

• Import Contacts from recruit’s phone book, qualify contacts and

help them set their first appointment

– Click on “Engage for 90” and show them where they stand in

the competition… they’re hooked!

– If no phone, take to New Rep Homepage Scoreboard, top left!

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The Primerica App for New Recruits

• Help the recruit connect to Mobile POL and

then download the Primerica App

From mobile device browser,

let them logon to Primerica

Online and select link to

download the app and login!

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The Primerica App for New Recruits

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New reps will land on the Welcome

screen and are guided step-by-step through the

process of importing and qualifying contacts

and then setting appointments.

Tap the play button to watch

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The Primerica App: Import Contacts

The Primerica App will grab the recruit’s phone book. Tap the box next to

contacts that might need help with their finances

or have an interest in earning extra income.

Finish building the contact list, then click “Upload Now” to update

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The Primerica App: Qualify Contacts

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Next, qualify the contacts to receive credit and prepare the list to get started Field

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The Primerica App: Set Appointments

To set an Appointment, select the contact. Next

click on Appointments, then click “+” to add, select the Type and Date

and then save it!

After you save the Appointment, click on the Calendar icon to add

it to your mobile device calendar for reminders!!!

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Field Trainers Work With Trainees

Step 3: Field Trainers use the Primerica App or

Turbo to access Recruit’s Contacts and to help

their recruits get appointments

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The Primerica App for Field Trainers

1. Select Engage for 90 from your Primerica App menu and

see a list of your Trainees

3. Click to track activity and monitor

recruit’s success setting appointments 2. Click on a Trainee to see

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Turbo Web for Field Trainers

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2. As Field Trainers complete Training appointments scheduled by their Trainees, they can utilize the recruit’s contact info to initiate FNAs

and / or TurboApps

1. Field Trainers can view a list of their Trainees and click their Contact Count to view their list to monitor activity during the

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RVPs Hold Trainers Accountable

Step 4: RVPs use the Primerica App to track their

Field Trainer’s activity

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The Primerica App for RVPs

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1. Select Engage for 90 from your Primerica App menu and

see a list of your Trainers

3. Monitor Trainee Activity 3. Click on a Trainer to see

their Trainee List

2. Each Trainer’s Score is the activity from their Trainees during each period listed!

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RVP Base Shop Recruit Recognition

Step 5: RVPs use the “Base Shop Recognition”

report to recognize recruit’s achievements

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RVPs use the Base Shop Recognition Report

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Use this column to recognize recruits in your Opp Meetings who

had a significant achievement this week!

From the Leaderboard click on My Team Recognition and then select Base Shop Recognition then print it for your OPP meeting

Point out those who are near the top of the rankings!

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RVP Base Shop Field Trainer Competition

Step 6: RVPs use the “Base Shop Trainer Scores”

report to get your Trainers competing

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RVPs use Base Shop Trainer Scores Report

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From the Leaderboard click on My Team Recognition and then select

Base Shop Trainer Scores

Get your Field Trainers competing on their Trainee Activity Scores

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Use Engage for 90 to Drive Activity

Step 7: Promote and utilize the Engage for 90

Competition

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The Primerica App for New Recruits

• Recruits compete in their first 90 days with others that

start in the same week

• From the moment the Recruit completes the IBA, Field

Training & Licensing progress builds the “Activity

Score” very similar to the contest

• Activity is tracked; results & standings are reported

in real-time on POL & mobile device

• Top 5 US & #1 in Canada after 90 days win an iPad Mini!

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How Do Recruits Increase their Score?

Field Training Activity:

50 for a qualified contact*

100 for each appointment*

150 for each FNA*

Premium for each FTO or Life App

1,000 for each securities app

Must be writing rep for credit!

1,000 for Recruit Credit

Licensing Activity:

500 for Registering

750 for Attending

1,000 for Completing Class

10,000 Life License

20,000 for Securities License

* Capped at 50 Qualified Contacts, 30 Appointments & 20 FNAs. In addition, no credit for these three activities after the 35th_day!

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Engage for 90 POL Leaderboard

Click the Score to see the credit

details

Click the blue bar to expand the Trophy case & see the selected rep’s

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Engage for 90 Trophy Case

Click the blue bar to expand the Trophy case & see the selected rep’s

achievements!

Track Achievements:

• Career Cash flow levels

• Fast Start Bonus Activity

• Life Licensed

• Pre-Lic Complete

• Pre-Lic Attend

• Pre-Lic Registration

• POL On-boarded

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Engage for 90 Competition Rules & Details

Competition Details*:

• Recruits compete against others who are recruited in the same week (a Recruit Class)

– Sunday 12:01 am thru Saturday midnight – Competition based upon recruit’s start date

• iPads are awarded based upon National Activity Score rankings (US & Canada) for each class

• Competition ends after 90 days, no more credit awarded & the “unofficial” results are posted

• On day 97 any application (IBA or Life) credited to the rep that is only logged & not processed is removed from score & “official” results posted

• Recruits must have active “full” POL & at least 2 payments collected to receive their iPad

• iPad will be awarded after Life Licensed

Activity Score Credit*:

• Credit limited to the first 35 days of competition:

– 50 points each for first 50 Qualified Contacts

– 100 points each for first 30 documented Appointments – 150 points for being the Trainee on first 20 each FNAs

• Recruiter on an IBA - receive 1,000 pts credit

• Trainee on a Life App FTO - receive submitted premium credit

• Life License - receive 10,000 pts credit

– Then, write life apps for submitted premium credit

• Securities License - receive 20,000 credit

– Then, write investment apps for 1,000 each

* See POL Engage for 90 Program Document and Base Shop Training slides for official rules and addition details on receiving proper credit.

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Future Enhancements are Coming!!!

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New & Improved Mobile

Tools are Coming!

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Just tap to move from Leaderboard to

Recognition Report, then tap a rep & swipe down for all

the details shown on the three images on the right of slide!!

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New & Improved Mobile

Tools are Coming!

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Our Mobile Tablet view will list either the Leaderboard or the Base

Shop list on the left and provide the drill down details for the selected rep