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filler@godaddy.com
Congratulations on starting your journey in financial services! Joining this business is about more than just getting licensed — it’s about building skills, confidence, and momentum one step at a time.
This checklist is designed to guide you through the most important first steps without overwhelming you. Each section is broken down into simple actions that will help you move forward and start seeing progress right away.
Take out a piece of paper and start making lists of people in your life. These can be added to your Primerica Online CRM Custom Lists.
If you prefer a digital list, click the button below to guide you through the list building process
When you first join our business, one of the most important steps is to reintroduce yourself to your warm market — your friends, family, coworkers, and people you already know. Most of them know you in one role, but they may not know you’ve added financial services to what you do. Sending a text or email helps you share your new career path and opens the door for conversations without pressure. It’s not about selling right away — it’s about letting people know you’re a resource.
Jeff Seagrave introduces everything about the Primerica opportunity.