Business Game Plan
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20-Step Onboarding Checklist

Follow these steps in order. Check each one off as you complete it. Your field trainer will guide you through the process.

Getting Started

  1. Step 1 — Download & Setup Primerica App Install the Primerica mobile app and log in with your associate credentials.
  2. Step 2 — Register for PFSU / LLQP Classes Sign up for the next upcoming Pre-Field Start Up and Life License Qualification Program classes.
  3. Step 3 — Discuss Field Training Process Understand why we field train. Decide which path you want to take: Agent or Broker? Your trainer will explain both.
  4. Step 4 — Register on the Team Site Create your account at tribeanalytics.ca to access team resources, training materials, and reports.
  5. Step 5 — Build & Qualify Your Training List Write down 25+ contacts. Qualify them using the criteria (married, 25-55, children, homeowner, $30k+ income).
  6. Step 6 — Go Over Training Scripts Review the 4-Point Appointment Script with your trainer. Practice out loud until it feels natural.
  7. Step 7 — Begin Field Training Start the field training process with your trainer. Leave a good impression of what you'll be doing when licensed. Collect referrals, build your team, and grow your client base.
  8. Step 8 — Book 3 Training Appointments Schedule three 30-minute training appointments in the next 24-48 hours. Write the names: 1) ___________ 2) ___________ 3) ___________
  9. Step 9 — 20 Appointments in 2 Weeks The goal: 20 field training appointments in your first 14 days. "20 in 2." This sets the pace for everything that follows.
  10. Step 10 — Promote to 50% Contract + $600 Bonus Hit 3 × $3,000 Sprint District to earn your promotion to the 50% contract level and a $600 field training bonus.

Licensing & Completion

  1. Step 11 — Earn $1,000 Field Training Bonus Reach 5 × $5,000 in production to qualify for the $1,000 field training bonus.
  2. Step 12 — Complete Your Personal FNA Do your own Financial Needs Analysis / Financial Blueprint. Experience what your clients will experience. Date scheduled: _____________
  3. Step 13 — Register for Non-Licensed Products Get set up to offer mortgages, home/auto insurance, and wills — you can offer these immediately.
  4. Step 14 — Get Life Licensed This is the main event. Complete all requirements to obtain your Life License (LLQP).
  5. Step 15 — Register for CIPR Sign up for the Canadian Insurance Participant Registry as required by regulation.
  6. Step 16 — Review Study Plan with Your Field Trainer Go over your personalized study plan before attending class. Your trainer will help you prioritize.
  7. Step 17 — Complete the 2-Weekend Class Attend both weekends (Saturday and Sunday, back-to-back). Four modules: Life Insurance, Accident & Sickness, Segregated Funds, and Ethics.
  8. Step 18 — Register for SeeWhy Learning & RapidPass Use these tools to study. Complete RapidPass questions repeatedly. Do not read any books. The interactive format is faster and more effective.
  9. Step 19 — Pass the Internal Exam (60%+) Take the internal certification exam. Minimum 60% to pass. Your study tools prepare you for this.
  10. Step 20 — Schedule & Pass Provincial Exam (60%+) Book your provincial LLQP exam. Pass with 60%+. Once you pass, you're fully licensed and ready to write business.

You made it.

Once you're licensed, the real game begins. You now have a Financial Services License with FSRA (Financial Services Regulatory Authority of Ontario) and a business that can grow as big as you want it to.

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