The Seven fundamentals

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Hector LeMarque

The Seven fundamentals ~ ~ Hector LeMarque

The Seven Fundamentals

The Seven Fundamentals (by Hector LeMarque) are the need to master skills that you need to build your successful Primerica operational.

These are non-negotiables. Below are all the resources necessary for you to develop your skills in the Seven Fundamentals.

The Hector LeMarque Collection

Prospecting & Setting Appointments

what is prospecting
what is setting appts
Cold Market Scripts
Natural Market Scripts
Warm Market Scripts
Hell Week
Referral Scripts
Social Media Scripts
Existing Client SCripts

Useful Scripts

Seven Magic Questions
building concept
laws of activity
Five to Stay Alive
Other Scripts

Jerry & Rhonda Byer

The Art of Making Friends Collection

A comprehensive training on Prospecting. Jerry is a master communicator of simplicity. This collection covers: philosophy, techniques, types of prospecting: cold, warm, referrals.

CLICK ON THE PHOTO

Presenting

What is Presenting
How Money Works Book
Types of Appointments

The Theory of Decreasing Responsibility with FNA Transition

Rule of 72
preparation checklist

The Rule of 72

Bypass the Middleman

Bypass the middleman
theory of decreasing responsibility
First Appointment Flow
second Appointment Flow

Intro to Eye-Opener Presentations

the three d's of investing
Ian prukner and Hector Lamarque audios
How Most People Save

The Three Risks

The Three D’s

How Most People Save

Dollar Cost Averaging

TIM - the three risks
dollar cost averaging

Overcoming Objections & Closing

overcoming objections and closing
common objections

Hector LaMarque

The Legendary Hector, is arguably Primerica’s most respected recruit of all time.

The LaMarque System gives you a comprehensive training on Overcoming Objections & Closing, a critical skill on which the making of money is based on!

In this series Hector offers 30 plus audios on objections handling and four audios on closing.

CLICK HERE TO GO TO AUDIOS

AUDIOS

Paul J. Meyer

One of the greatest sales trainers of all time, Paul J. Meyer teaches about “How to Close & When.”

Total Overcoming Objections Library
Objection Worksheet

Product Mastery - Life Insurance

Intro to Product mastery
Primerica Life vs. Other Companies
quick reference guide
Total ian prukner library
cash value vs term
Keyman Insurance Basics
group insurance vs term
UL Sponsor Supplement
mortgage insurance vs term
Triplicate of Choice
no insurance vs term
CPP Content
not all term is equal
Edge Benefits Content
link to sample policies

Ian Prukner Insurance Audios

All the training you’ll ever need on Life Insurance.

If you’ve ever gone on an appointment with me and watched me close a life insurance policy, you’ll see that I see EXACTLY what Ian says in these audios… just do the same thing.

Product Mastery - Investments

Client Tiers
fee schedule
mackenzie product suite and portfolios
mackenzie website
Investment Philosophy and Basic Concept
How to build a portfolio

Giancarlo & Joy Gigone - Investment Bootcamp Videos

From Ontario, Giancarlo Gigone visits Vancouver and conducts a very thorough and comprehensive investment training.

Giancarlo has consistently been the number investment producer in Canada for years.

Click the button below to access the four part investment bootcamp by Giancarlo Gigone

Approx. Duration - 4hrs.

MACKENZIE PFSL ELIGIBLE FUNDS SHORTLIST
mackenzie RDSPs
Common Sense Funds
the Value Gap
Canada Life Product Suite
Financial Wellness Workshops
Building a Securities Culture
Publications

Chris Royce - based out of Nashville is the one who championed the “Financial Wellness Workshop” or “Lunch & Learn” in the company.

About Nick Murray

Since the early 90s Nick Murray has been sought out by other investment advisors as a mentor and guide. He has been ahead of the industry in terms of delivering value to the customer. What I got out of studying Nick Murray was the ability to develop and investment philosophy, and it changed the way that I communicate clients ever since. Nick Murray content is incredibly exclusively, his books are near impossible to find, not even his newsletter is free. Soak up Nick Murray whenever you get a chance!

reasons to move money
AGF product suite and portfolios
AGF Website
Canada Life Website
RESP Selling Resources

Nick Murray Audios

All the training you’ll ever need on Investments

Giancarlo Gigone - Investment Bootcamp

Recruiting

Recruiting Philosophy
Recruiting Tips - PPT
REcruiting Realtors - PPT

Getting Referrals

The Great Bob Safford

The coach of coaches Bob Safford, ex-US Marine, previous owner of an insurance company before being recruited by founder Art Williams (who was his ex-employee) Bob Safford built a $4 million per year empire that spanned the majority of the East Coast and even into the United Kingdom (no longer operating under the Primerica brand in the England).

Bob’s contributions to Primerica include the creation of the Opportunity Meeting, the Third Party Referral System and much more.

Bob promoted over 500 RVPs in his first five years. He died about 15 years ago and today his kids Bob Jr. and Tom have taken over his legacy. Bob Jr. running UK operations, and Tom running the United States.

Bob’s audios were the ones I listened to the most.

third party referral system

The Beneficiary & Emergency Contact Referral System

A unique customer service and prospecting system that allows you to offer an additional service to your clients while prospecting in their warm market for referrals.

phone script
referral question sheets
referral cards
the bob safford collection
Beneficiary update Process
beneficiary/trustee contact forms
emergency contact forms
How to file a death claim
certificate delivery sign off

Tracking You Business

what is tracking
100 Point system
your fundamentals profile
monthly KT tracker
sales problem identifier
the jar
8,5,3,1

Other Skill Training Collections

Byron and Jessica Chatfield - Skill training bootcamp
Art Williams - The Power of Believing in you
Franco Greco's Power Point Collection
Mike Sharpe Collection