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š Iām Licensed, Now What?
š Iām Licensed, Now What?
A Quick Start Guide for New IBAs
STEP 1: Focus First!Ā
STEP 1: Focus First!Ā
Life Insurance (your core offering)
Brokerage Services: Auto & Home Insurance, In-Home Security, Legal Protection, Identity Theft Protection
Use the Tools ā Primerica App, Online Business Center, scripts, presentations
Stay Plugged In ā Team calls, trainings, mentorship sessions
STEP 2: Build Your Foundation
STEP 2: Build Your Foundation
Write Your List ā Start with 25ā50 people you know
Book Appointments ā Practice with your upline, shadow experienced agents
Shadow & Observe ā Sit in on at least 3ā5 real client appointments
STEP 3: Gain Confidence
STEP 3: Gain Confidence
Practice Your Story ā Why you joined Primerica, why it matters
Roleplay ā Use scripts, rehearse common objections with teammates
Celebrate Small Wins ā First appointment, first policy, first recruit
STEP 4: Your Roadmap
STEP 4: Your Roadmap
Attend weekly training (learn life insurance + brokerage services)
Shadow 3ā5 appointments
Schedule your first client meetings
Debrief with your trainer after each step
Track progress (policies, recruits, income goals)
š Closing Motivation
š Closing Motivation
You already did the hard part ā now build momentum and grow with your team of Wealth Builders!
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