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RESOURCE HUB

Everything You Need, All in One Place. Access essential documents, presentations, and training resources anytime to stay organized, prepared, and ahead of the game. Your success toolkit is just one click away.

Presentations

Interview

​Kitchen Table

​Onboarding (At the IBA)

​Start Up

​Boomerang

Carry Back

Client Eye Opener

Recruit Eye Opener

I2B

Coaching People

Investing Basics
 

Business Tracking

Money Sheet

New Agent Onboard Tracker

Sprint District Standings

Power Hour Accountability Sheet

Documents

Top 25 List

Securities Exam Test Prep Guide

Level Up Philosophy

Strategic House

Client Survey​​

Data Gathering Sheet
Beneficiary Receipt

Securities Beneficiary Receipt
Beneficiary Application Page

Phone Scripts

3 Touch System

​Life Insurance Objections

Recruit Objections

Life Closing Sequence

Recruit Closing Sequence

Pre Screening Application

Star Test

The Primerica Way

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Links & Company Resources

Videos

​Primerica Academy
Life Insurance 101

Investments 101 

Compensation & Business Model

Orientation

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Standard Training Videos

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RVP Training Video Series

Ennegram Test

Ennegram Descriptions

Who We Are

Primerica Online Information

Primerica Online Brochure

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ZOOM LINKS

Monday Night Team Call
8PM CST

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Power Hour

10AM CST

11:30AM CST Fridays

Friday Leaders Club

9AM CST RVP

10AM CST Below RVP

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The information provided on this website is intended solely for educational and training purposes for independent agents associated with Level Up Financial Group. This site is not affiliated with, endorsed by, or representing any specific insurance or financial services company. All content reflects the values, training philosophy, and guidance of Level Up Financial Group and should not be construed as advice or recommendations from any third-party organization.

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