Purpose · Vision · Values
Initial Client Conversation
The Client Journey
Initial Advisor Conversation
The Advisor Journey
POWERED BY
FREEDOM PLAYBOOK
The simple, duplicatable system every Freedom Leader follows to build momentum, income, and confidence.
Start Here!
Create Your List!
Book Meetings!
Deliver The 9 Freedom Steps!
Licensed Starting Point!
FREEDOM ORIENTAION
A clear, one-time setup to get aligned, trained, and on track before moving forward.
Get Connected & Personal Strategy
Learn How The Business Works
Earn Through Referrals Even Unlicensed
Unlock Your Full Role & Income
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.
Move through the sections from left to right:
Get Set Up – Connect your accounts and communication tools
Get Trained – Learn the framework and how training works
Get Promoted – Understand advancement and expectations
Get Licensed – Begin your path to becoming licensed
Each section builds on the previous one. Nothing here is random.
Until you are licensed:
You do not give advice
You do not run appointments independently
When you complete the Orientation shift your focus to ongoing habits!Building Your Market | Booking Appointments | Doing Appointments
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!
How to Access CRM?
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.
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
| PRODUCT | UNLICENSED COMPENSATION |
|---|---|
| Life Insurance | FIELD TRAINING BONUS (FTB) |
| Mortgages (8Twelve) | YES - REFERRAL PROGRAM |
| General Insurance (Surex) | YES - REFERRAL PROGRAM |
| Legal Services (LegalShield) | YES - REFERRAL PROGRAM |
| Investments | Licensed Required |
| Disability & H&D Insurance | Licensed Required |
Typical Referral Unlicensed Compensation
| PRODUCT | Typical Volume | Unlicensed 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
| CONTRACT | LICENSED (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
Licensed Services
Compensation Grid
| PRODUCT | Average Volume | Rep (PT) | District (PT) | Regional (PT/FT) | RVP (FT) |
|---|---|---|---|---|---|
| Investment Funds (2% FE) | $100,000 | 45% $950 | 50% $1,000 | 55% $1,100 | 70% $1,400 |
| Investment Funds (AUM) | $1,000,000 | 0.34% $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
Licensed Services
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. Securities Licensing > Mutual Fund Licensing (CAN)
2. Register for the AGF-IFSE Mutual Fund Licensing Program
3. Pick out available courses. http://www.primerica.ifse.ca/ *COURSE TIMES ARE IN EASTERN TIME ZONE
4. Put the start date of the selected course & an alternate course (if the primary one is full). *COURSE TIMES ARE IN EASTERN TIME ZONE
5. Check box to agree to terms & conditions & click the next button.
6. Pay $395 to confirm registration. (This will be partially refunded through $350 bonus on your first $1000 client investment. In addition to the bonus, you can qualify for a complete reimbursement.)
7. You will be emailed the IFSE Canadian Investment Funds Course login information within 1-3 business days.There are 4 steps to obtaining an investment funds license.
1. Study course content
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, begin studying and using our investment funds course resources at http://ific.teaminvictus.org/
*Please contact your trainer to get the password
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