- Let's Talk!
- Brighter Future
- New Securities Licensed
Congratulations you're fully securities licensed! Now you have the ability to build a balanced business. At our first meeting, I will go over your client and fiduciary responsibilities. I look forward to meeting with you!
- Special Event
My goal is to help reduce your stress by handling all the myriad of details so that your special event is a memorable and enjoyable experience.
- Schedule Your Financial Health Review
Great job! We'll meet to see which financial areas you want to improve.
- Short 15 min Convo (Phone)
- Onboarding Meeting
Welcome to Primerica and to Team Titanium! Your Onboarding session will about 1.5 hrs. Have paper and pen/pencil ready for notes and be prepared to embrace this opportunity that has a proven record of success for you!
- Joining the Business
This could be the best day of your life! Joining our business has the potential of changing your financial future. As your mentor and coach I look forward to working with you to make your dreams come true. Welcome aboard!
Group Meeting
- Corporate Overview
One-on-one
- Client Checkup - (Client checkup to ensure all financial gaps are filled)