Transcript PFSU and You

PFSU and You
Maximizing PFSU for your New Recruits.
Were you here for the first presentation on
Thursday, March 28th?
A.
B.
Yes
No
Poll
Classes have run at this office since March
28th. How many total enrolled students,
including walk-ins, were there?
A.
B.
C.
D.
43
67
85
103
Poll
How many of those 85 showed up to at least
one session?
A.
B.
C.
D.
35
48
62
73
Poll
1. Tried to call but no vm, only Primerica e-mail given
2. Left vm message
3. Tried to contact but neither listed number worked,
cell was for someone else and home sounded like it
picked up, but no one responded
4. Spoke to briefly but he was unable to talk so will
check his e-mail for my message
5. Spoke to and confirmed attendance; student was
lost and missed class; rescheduled for May but
never showed
6. Spoke to and confirmed attendance (finishing with
ucanpass but wants class for review); has been in
periodic contact with me but not tested yet
7. Lm including request for e-mail, no e-mail; licensed
Responses in April
 What is PFSU?
 What exactly do licensing coaches do?
 What do my new recruits get?
 What can I do?
 How else can licensing coaches help?
Agenda
A: General Ins & Start Life Ins Basics
B: Finish Life Ins Basics & Complete Life Ins
Policies
C: Review of Life Ins Policies & Complete
Provisions, Options, & Riders
D: Annuities, Qualified Plans, & Federal Taxes
E: Ins Regulations & Ethics
F: Property & Casualty & Health Basics &
Cumulative Review
PFSU Classroom
 Session A:
◦ Personalized Study Plan (PSP)
◦ Course Book & Quiz Book
◦ Intro to PassNow
PFSU Classroom
Personalized Study Plan (PSP)
 Session A:
◦ Personalized Study Plan (PSP)
◦ Course Book & Quiz Book
◦ Intro to PassNow
 Session B:
◦ Insurance Terms for Success CD
 Session F:
◦ Life License Application Checklist
PFSU Classroom
Licensing Application Checklist
Can new recruits mix and match study
materials from class and uCanPass?
A.
B.
C.
No, study materials can never be
combined
Yes, as long as the full 24 hours is
completed within one program
Yes, as long as they complete the full 24
hours from combined sources
Poll
The last time I logged onto POL and reviewed
the new recruit life licensing resources was…
A.
B.
C.
D.
E.
Not since I went through pre-licensing
In August when the coaching system was
introduced
In the last three months
In the last month
In the last week
Poll
PFSU
1. Coach Available
2. Classroom
learning
3. Guarantee based
on Pass Now
4. Ability to move
freely across
topics
uCanPass
1. No Coach
2. Online learning
3. Guarantee based
on ucanpass
4. Must review all
topics in order
PFSU vs. uCanPass
 Qualify:
Complete the Bonus Exam with a
80% or better 10 days or less prior to the
actual exam
 Guarantee: Primerica will pay for the
recruit to take it again and will still
reimburse the initial testing fee when the
recruit passes
 Requirements: Failure notices must be
faxed to VARLC within 10 days
Pass Now Guarantee
 Must take the test within 90 days of
paying
or test fee will need to be paid again
 Strongly recommended
to schedule the
fingerprints for the same day as the test
 A recruit can push back a test date for no
cost three or more business days prior to
their scheduled time
Testing Regulations
Licensing Coaches
How do Licensing Coaches Help My Business
Who are we?
When is the first time that a coach will call a
new recruit registered for class that starts more
than a week away?
A. Within 24 hours of the recruit’s registration
B. One week before the first class session
C. 3-4 days before the first class session
D. 1-2 days before the first class session
E. The coach will send an e-mail but not call
before the first class session
Poll
 Pre-Class Communication
 During
Class Communication
 Post-Class Communication
 Offer tutoring sessions
 Missy’s Google Group
Coaching Responsibilities
New Recruit Resources
What can I do?
Driving My Business with PFSU
 Ensure that a real phone number and e-
mail are entered on the IBA
 Verify that the recruit will actually be able
to attend the class that they are enrolled in
 If
scheduling is a problem, then uCanPass
may be a preferred option
It Starts with the IBA
 “I’m excited;
I’m motivated! What do I do?”
 “I
have a lot going on right now, but I know
that this is important”
 “I can do this online.
I don’t need a
class”…two weeks later the recruit is still on
chapter 1
Good PFSU Candidates: Sound like
anybody you know?
Have recruit log-on POL and complete the
pre-class materials .
 Encourage recruit to work on the Study by
Topic practice questions
 Have recruit make a Test Day goal
 Follow-up with the recruit a week before class
to verify they are still planning to attend and
let him/her know a coach will be reaching out
before class starts.
 Introduce the recruit to their coach

Recruiter’s Action Plan Pre-Class
When should a recruit ideally plan to take the
actual test after pre-licensing?
A. 2 days
B. 5 days
C. 10 days
D. 14 days
E. 21 days
Poll
 Ask when the recruit last connected with
his/her coach
 Ask what the recruit’s study plan is
 Encourage the student to register for the
actual test if he/she hasn’t already
 Proactively contact the coach with updates
Recruiter’s Action Plan Post-Class
Content Review
Study by Topic
End of Chapter
Quizzes (75-85%
per Chapter)
Additional
Resources are
used as needed
at any point
Take a Practice
Test (Full Length)
Take Focus Test
(mini adaptive
test)
Bonus Test (Score
at least 80%)
Study Plan
End of Chapter Course Book Qs
 Quiz Book Qs
 Online Flashcards
 Printable Flashcards/Book Glossary
 Insurance Terms for Success
 Study by Topic Practice Qs
 Life Exam Review Videos
 Licensing Coach

Additional Resources
What would you like from
your licensing coaches?
Missy Wanstall
[email protected]
302-514-PASS (7277)
https://groups.google.com/d/f
orum/pfsu-study-group
Paul Castan
[email protected]
215-816-0964