Welcome to Freedom Orientation.

This is a one-time setup designed to get you aligned, trained, and moving in the right direction.You are not expected to know everything.
You are not expected to do everything at once.
You are simply expected to follow the sequence.

Weekly Training
(Non-Negotiable For Success)

Your success is directly tied to your attendance.

Until you are licensed:

  • You do not give advice

  • You do not run appointments independently

GET SETUP

Everything you need in place before you begin.

Book Your Freedom Strategy Session

Build your own financial strategy before building the business.

Every new Freedom Leader starts the same way — by going through the 9 Freedom Steps® for themselves.Whether you’re already a client or completely new, this session ensures you understand the process, build your own financial strategy, and experience the system from the client’s perspective.In some cases, implementing parts of your own strategy may also qualify for referral compensation or training credit, depending on the solutions involved.

Get Connected

Get access to the tools, communication, and support you’ll use every day.

Weekly Training

Non-Negotiable For Success:
- Tuesday 7pm MST — Freedom Movement Training
- Saturday 9am MST — Success Alliance TrainingIf you’re serious about growth, you’re plugged in.

Primerica Online (POL)

*LOGIN TO POL WITHIN FIRST 24 HOURS FOR A
$50 FIELD TRAINING BONUSLogin Via Web:
Primerica Online (POL)Login Mobile App:
Apple App Store | GooglePlay Store

Join our Telegram

DOWNLOAD TELEGRAM APPJoin Our Telegram Group:
The Freedom MovementTeam Communication, announcements and updates!

Weekly Training
(Non-Negotiable For Success)

Your success is directly tied to your attendance.

How to Access Primerica Email?

Our Secure Email System

GET TRAINED

Learn the system before you run the system

Field Training: What to Expect

Learn the business by observing real appointments with your trainer.

Field Training is seeing our finanical concepts applied in real conversations.You’ll attend appointments with your trainer present and observe how the 9 Freedom Steps® are delivered in a live setting.Your role is to listen, learn, and understand the flow of the conversation – not to present, explain products, or lead meetings.

Field Training includes:

  • Attending real appointments with prospects

  • Observing how conversations are structured

  • Seeing how trust is built

  • Understanding how recommendations are framed

Field Training does NOT include:

  • Running appointments on your own

  • Explaining products

  • Answering technical questions

  • Performing before you’re ready

We provide step-by-step guidance on how to schedule field training appointments.

Foundational Orientation

Our business model and the importance of ownership mindset

Primerica: A Company of Destiny

The story behind the company you’re building with.

Video

Financial Concepts

Learn these fundamental finanical concepts!

How Money Works

Foundational education on money, debt, and financial decisions. Explore the therealhowmoneyworks.ca website!
You will need to be able to understand them well enought to teach them to others.

3 WAYS YOU GET
PAID UNLICENSED

How You Can Earn While Getting Licensed

1. Referral Programs

Get Paid Through Approved Referral Programs While Unlicensed

PRODUCTUNLICENSED COMPENSATION
Life InsuranceFIELD TRAINING BONUS (FTB)
Mortgages (8Twelve)YES - REFERRAL PROGRAM
General Insurance (Surex)YES - REFERRAL PROGRAM
Legal Services (LegalShield)YES - REFERRAL PROGRAM
InvestmentsLicensed Required
Disability & H&D InsuranceLicensed Required

Typical Referral Unlicensed Compensation

PRODUCTTypical VolumeUnlicensed Compensation
Mortgages (8Twelve)$500,000$430.00
Auto Insurance (Surex)Per Policy$75.00
Home Insurance (Surex)Per Policy$65.00
Other Insurance (Surex)Per Policy$25.00
Legal Services (LegalShield)Per Membership$50.00

*You must complete referral certification to be paid referral fees. Referral Certification

2. Field Training Bonus (FTB)

3. District Leader Promotion

CONTRACTLICENSED (1 CALENDAR MONTH)UNLICENSED (120 Days)
Representative
25% LIFE | 45% INV		--
District Leader
50% LIFE | 50% INV		$500,000 AUM
OR
$2,500 Life Premium
$625		3 New Associates
$3,000 Life Premium
$650 FTB

Which way is easier?

Licensed Promotion Track

Only doing licensing gets you:
- No Field Training
- No Referral Program Commissions
- No FTB Bonus
- No Promotion

Field Training
Promotion Track

3 x $3,000 while getting licensed gets you:
- Field Training
- Referral Program Commissions
- A $650 Bonus Paid When Licensed!
- Promotion: Start as District Leader

Licensed Promotion Guidelines

Compensation Grid

PRODUCTAverage VolumeRep (PT)District (PT)Regional (PT/FT)RVP (FT)
Investment Funds
(2% FE)		$100,00045%
$950		50%
$1,000		55%
$1,100		70%
$1,400
Investment Funds
(AUM)		$1,000,0000.34%
$3,400/year		0.35%
$3,500/year		0.50%
$5,000/year		0.75%
$7,500/year
Life Insurance
(PLICC)		$85/mth
or
$1,000/year		FYC: 25%
75% Adv: $187.50
Total: $250		FYC: 50%
75% Adv: $375
Total: $500		FYC: 70%
75% Adv: $525
Total: $700		FYC: 110%
75% Adv: $825
Total: $1,100

*PT = Part-Time
*FT = Full-Time
*FYC = First-Year Commission

Build & Book

Build Your List & Book Appointments

Build Your List

1. Login to POL > Click "CRM" on the top menu

2. Go the menu on the left and find "Help" section

3. Follow the instructions on this list to start importing contacts building a list of qualified prospects!

Book Appointments

Financial Licenses

Licensing Specialist
Laura Croutch: (403) 700-3261

There are two courses to complete:

1. You will need to complete the Canadian Investment Funds Course (IFIC) to be authorized to market investment funds.

2. You will need to complete the Life Licensing Qualification Program (LLQP) to be authorized to market life, disability & health & dental insurances.

Referral Certification

Pay cycles will begin after submitting Primerica Secure Agent Certification to your branch office.RVP Austin & Briann Crawford
[email protected]RVP Gene & Lisa Ens
[email protected]

How to register for the Canadian Investment Funds Course (IFIC)?

1. From the POL home page: Go to the Securities Licensing tab => Mutual Fund Licensing (CAN).

2. Register for the AGF-IFSE Mutual Fund Licensing Program

3. This will pull up a Registration page already pre-populated with the representative’s name, Rep ID and other personal data.
Select SELF STUDY from the Course dropdown menu.
The Course Date will auto-populate with the current date and that should not be modified. Leave the ‘Alternate Course’ field empty.

4. Check box to agree to terms & conditions & click the next button.

5. Pay $395 to confirm registration. (This may be partially refunded through $350 bonus on your first $1000 client investment. In addition to the bonus, you can qualify for a complete reimbursement.)

6. An e-mail from [email protected] will be sent to the registrant the next business day with further instructions on how the representative can set up their account on the CSI website and get enrolled in the IFC course.

How to register for Life Licensing Qualification Program (LLQP)?

1. Life Licensing > Get Your Life License

2. Pre-Licensing Education > Choose Your State/Province

3. Register for Life Class > LLQP Course

4. Register Myself for Class

5. Select Course > Continue

6. Select Class Schedule > Continue

7. Registration Confirmation > Submit

8. You are now registered for LLQP class.There are 4 steps to obtaining a life insurance license.
1. Attend & receive credit for ALL sessions
2. Pass LLQP Course by completing the 4 modular exams with 60%+ (18/30 multiple choice questions).
3. Write & pass the 4 modular provincial exams with 60%+(18/30 multiple choice questions).
4. Apply for your licenseIn the meantime before you attend LLQP class, begin studying and using our LLQP course resources at http://llqp.teaminvictus.org/*Please contact your trainer to get the password