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Please Turn off/mute all cell phones. Save all questions for after the meeting. Keep movement to a minimum while the meeting is taking place. Enjoy your time with us!

Dependence or Independence?:

Dependence or Independence? Are you living your Dream ? Or just getting by in your life, letting your future rest in someone else’s hands ? 3

Dependence or Independence?:

Dependence or Independence? What can you do to stop “ getting by ” and start getting ahead ? 4

Dependence or Independence?:

Dependence or Independence? Consider your options and make a change to break the chains of financial dependence! 5

Dependence or Independence?:

Dependence or Independence? Option 1: Are you willing to give up some of your dreams? Which would you be willing to give up? Your dream car OR dream home? Your dream vacation? Your child’s college education? Your retirement? How can you possibly choose? 6

Dependence or Independence?:

Dependence or Independence? Option 2: Work more and spend less time with your family? Would you be able to juggle two or even three full-time jobs? Would you still be able to give your family that most precious gift of all – your time? 7

Dependence or Independence?:

Dependence or Independence? Option 3: Start a Business Many consider starting a business. However, high start-up costs , capital investments and fear of failure prevent many from going forward with the idea. Have you ever thought of starting a Business? 8

Who’s in Control of Your Quality of Life?:

9 Control of TIME. Control of MONEY. Who’s in Control of Your Quality of Life? Self-Employed Owns a job. Dentist, doctor, lawyer, hair stylist, real estate agent, salesperson. Control of TIME. Control of MONEY. Investor Has money working for them. Enjoys complete freedom and lives the dream. The Cash Flow Quadrant, CASH FLOW Technologies, used with permission. The Cash Flow Quadrant and ESBI are trademarks of CASH FLOW Technologies Inc. For information purposes only. Not for any product solicitation. Employee Has a job. Income based on position, not the person. Business Owner Owns a system. Has others working for him/her. Unlimited income potential via manufacturing, marketing, etc. No Control of TIME. No Control of MONEY. Limited control of TIME. Limited control of MONEY.

Dependence or Independence?:

Dependence or Independence? What if there were a way to easily transition into building a business: Without investing a large sum of money Without needing to figure out everything on your own Without giving up your present job (In other words... If there were no Risk!) Would you be interested? 10

Starting a Business:

Starting a Business In Primerica , you are in business FOR yourself, but not BY yourself! 12

The Largest Independent Financial Services Marketing Company in the World:

Primerica Legal Protection Program Life Insurance Annuities Debt Solutions Legal Protection Long Term Care Mutual Funds Auto & Home Insurance Referral Program Quotes from such companies as: Travelers Safeco Progressive Primerica DebtWatchers™ Offered by Primerica Client Services, Inc. through contractual agreement with The Largest Independent Financial Services Marketing Company in the World Managed Accounts

How We Do What We Do::

How We Do What We Do: We teach people How Money Works so they can make informed decisions about how to manage their finances. We provide a Financial Needs Analysis to give clients a snapshot of their financial situation. Primerica offers a variety of products and services designed to help people get properly protected, get out of debt and become financially independent. Training Purposes only. Not to be used with or distributed to the public.

Most People’s Reality!:

15 1 54 41 4 Will be Wealthy (net worth of $5 million or more) Will be Financially Independent (net worth of $1 million to $4.9 million) Will be WORKING Will be DEAD BROKE Which category will you want to be a part of? Source: Smart Money, April 2004 Most People’s Reality! Out of 100 workers at age 65:

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Most People Don’t Plan to Fail, They Fail to Plan The Problem: Traditional financial institutions sell you products. They don’t provide you with a total solution . On a scale of 1-10, 10 being the highest, how would you rate your desire to become properly protected, debt free, and financially independent ? The Solution: A Financial Needs Analysis Customized Confidential Complimentary The FNA provides solutions in these areas: Savings Income Protection Debt Elimination Income Management 10

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Where does the money come from? The Financial Needs Analysis questionnaire is designed to find the money to fund your plan.

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$65 in Savings per month $175 in Savings per month $500 in Savings per month Client Example: Bob & Susan Smith 35 & 34 Years Old with 2 Children After Primerica FNA Before Primerica That’s $340 back in their pocket, every single month! Life Insurance Debt Starting Balance: IRA in Mutual Funds: Monthly contribution: Age 65: Retirement Consumer Debt: Mortgage Balance: Mortgage Term: Monthly Payment: Debt Freedom Age: Balance: IRA in Bank: Monthly Contribution: Age 65: Coverage: Coverage Type: Children: Monthly Premium: $41,000 $194,000 26 years $2,480 61 $0 $241,000 13 years $1,980 48 $450,000 each Term $25,000 $ 123 $150,000 each Cash Value No Coverage $298 $20,000 3% $100 $107,556 $20,000 10% $500 $1 ,536,410 Consumer Debt: Mortgage Balance: Mortgage Term: Monthly Payment: Debt Freedom Age: Auto & Home Monthly Premiums: Monthly Premiums: $243 $178 Coverage: Coverage Type: Children: Monthly Premium: District RVP $2,094 $3,938 $964 $1,868 $127 $84 $620 $350 $1,323 $696 Totals $1,844 RVP Override Our Mission: Help Families Become Properly Protected, Debt Free, And Financially Independent.

Override Income:

19 Broker $30,000 $90,000 Override Income Agent $90,000 Agent $60,000 Passive Income: Agent $30,000 $180,000

Override Income:

20 Override Income District Regional RVP Total $1,874 $2,299 $3,570 $425 How many reps do you want to override? Build a team = Override You help 1 family = $2,299 x 2= $850 $3,149

Override Income:

21 Override Income District Regional RVP Total $1,874 $2,299 $3,570 $850 How many reps do you want to override? Build a team = Override You help 2 family = $4,598 x 2= $1,700 $6,298

PFS Brokerage Business:

22 PFS Brokerage Business You are an RVP doing $3,000 in life premium per month. You override 4 Regional Leaders each doing $2,700 in life premium per month. Your personal life insurance business $1,500 Your overrides on your 4 Regional Leader $1,750 Your 20% base shop bonus $2,000 Total estimated business from securities, loans, etc. $3,500 Total Annual Cash Flow: $105,000 You are an RVP doing $3,000 in life premium per month. You override 10 Regional Leaders each doing $2,700 in life premium per month. Your personal life insurance business $1,500 Your overrides on your 10 Regional Leaders $4,000 Your 30% base shop bonus $6,300 Total estimated business from securities, loans, etc. $8,000 Total Annual Cash Flow: $237,600 Your personal life insurance business $1,500 Your overrides on your base shop directs $6,200 Your override on your first generation RVPs $4,000 Your 30% base shop bonus $6,300 Your 30% RVP builder’s bonus $9,450 Total estimated business from securities, loans, etc. $14,200 Total Annual Cash Flow: $502,000 You are a Senior Vice President doing $3,000 in life premium per month. You override a base shop doing another $27,000 in life premium. You also override three first generation RVPs, each doing $15,000 of life premium per month in their base shops. You are a National Sales Director doing $3,000 in life premium per month. You override a base shop doing another $27,000 in life premium. You also override six first generation RVPs, each doing $15,000 of life premium per month in their base shops. Your personal life insurance business $1,487 Your overrides on your team $14,041 Total in bonuses 7 $30,122 Other income from securities, loans, auto & homeowner’s insurance referrals, etc. $19,564 Total monthly cash flow $65,214 Total annual cash flow $782,568

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Freedom is about YOU being in control of your life and not having someone else dictate what you can and cannot do , what you can and cannot have , what you can and cannot become! Tonight is about Freedom

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5 Reasons People Get Involved! They Don’t Like their current job and are looking for a career change & better income potential. 2. They Love what they do… but earning extra Part-time income each month would make a positive difference. 3. They want to get a Financial Education so they can learn how to win the Money Game . They love Helping People and making a difference. 5. They dream of having their own business. Can you see where most people would be interested in at least one of these areas?

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WHAT’S NEXT? The Question All WINNERS Ask!

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WHAT’S NEXT? The Question All WINNERS Ask! Sit down with your Field Trainer to complete your Fast Start Planner and begin a Game Plan to Build Your Business

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The System Get them IN the System and THROUGH the System!

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The System Get them IN the System and THROUGH the System!

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The System Get them IN the System and THROUGH the System!

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The System Get them IN the System and THROUGH the System!

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Reasons People Fall Through the System They lose sight of their goals. They listen to the wrong people. (not coachable) They fail to apply the proven PFS success system. They quit too soon. They don’t work hard enough.

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Reasons People Fall Through the System We fail to keep their goals in front of them. We fail to be the loudest voice in their head. We fail to provide proper direction and instruction. i.e. teach the PFS proven success system. We quit on them too soon. We don’t work hard enough for them.

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SVP Abram & Amy Booty:

SVP Abram & Amy Booty 36

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WHAT’S NEXT? The Question All WINNERS Ask! Submit your Independent Business Agreement ( IBA + $99 initial licensing fee , $25/mo. Business Building Support System). Set up a time in the next 24-48 hours to: A. Complete your FNA and begin your own personal program for debt freedom & financial independence (if you haven’t already) B. Sit down with your Field Trainer to complete your Fast Start Planner and begin a Game Plan to Build Your Business Learn how to earn your FAST START BONUSES of $1,100

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WHAT’S NEXT? The Question All WINNERS Ask!

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WHAT’S NEXT? The Question All WINNERS Ask!

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FREEDOM, INDEPENDENCE : refers to an absence of undue restrictions and an opportunity to exercise one's rights and powers. Freedom emphasizes the opportunity given for the exercise of one's rights, powers, & desires. Independence implies not only lack of restrictions but also the ability to stand alone, unsustained by anything or anyone else. Tonight is about Freedom

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Freedom is about YOU being in control of your life and not having someone else dictate what you can and cannot do , what you can and cannot have , what you can and cannot become! Tonight is about Freedom

The ABC’s of Making Money:

The ABC’s of Making Money “After reviewing and analyzing thousands of business opportunities around the world, one company that meets all 15 of our criteria is Primerica . Primerica has a 33 year proven track record in the financial services industry. Currently this debt free company is ranked #1 in Term life premiums, with over 4.3 million lives insured , and they have over 2 million investment clients, with $31 billion in assets under management . In 2010 they listed on the NYSE and was named one of the most successful IPOs of the year, with its share price increasing 65% in 12 months .” 43

The ABC’s of Making Money:

The ABC’s of Making Money “Top private equity firm Warburg Pincus invested $10 million researching their business model and said “We believe Primerica is uniquely positioned to be the top financial services distributor in North America.” They then invested $230 million in their stock. Primerica has over 100,000 representatives across America and Canada and is currently expanding. From the beginning, the company’s philosophy has been to educate their clients to buy more affordable Term life insurance – as recommended earlier in this book – and then to invest the money saved. Their mission, much like ours, is to help families become debt free and financially independent.” 44

The ABC’s of Making Money:

The ABC’s of Making Money “We first noticed Primerica because their mission and core business values closely mirrored ours in terms of “Economizing, and then investing the savings.” They also score points when it comes to setting up an ideal business. For 33 years they’ve been a leader in providing business opportunities to motivated people, with low start-up costs ($99), low overhead expenses, and stable, long-term high growth potential . Apparently it’s not uncommon for part timers to earn an extra $1,000 or more per month and over 14% of all full timers make over $100k per year .” 45

Primerica:

46 Listed on the NYSE under symbol ( PRI ) More than 100,000 Representatives Over Six Million Clients In Business Since 1977 Primerica

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