The Success System
14
The Success System 90-Day Planner
Transcript of The Success System
The Success System90-Day Planner
“All you can do is all you can do,but all you can do is enough.”
— Art Williams
“Your thoughts control your destiny.” — John Addison
“It’s not whether you get knocked down; it’s whether you get up.”
— Vince Lombardi
“The greater obstacle, the more glory in overcoming it.”
— Confucius
“Never, never, never give up.” — Winston Churchill
“Whether you think you can or you can’t, you’re right.”
— Henry Ford
DAILY AFFIRMATIONS
90-DAY CYCLE
Month: ______________________ Month: _______________________ Month: ______________________
SUN MON TUE WED THU FRI SAT SUN MON TUE WED THU FRI SAT SUN MON TUE WED THU FRI SAT
District Promotions
Division Promotions
Regional Promotions
RVP Promotions
Average Monthly Income
Average Monthly Premium
Average Monthly Recruits
Average Monthly Licenses
90-DAY GAME PLAN
MONTH OF: SUNDAY MONDAY TUESDAY WEDNESDAY THURSDAY FRIDAY SATURDAY
MONTHLY GOALS MONTHLY RESULTS
Personal Premium
Team Premium
Personal IBAs
Team IBAs
Life Licenses
Securities Licenses
Personal Premium
Team Premium
Personal IBAs
Team IBAs
Life Licenses
Securities Licenses
MONTHLY REVIEW
BUILDING A BIG BASE SHOPRVP Factory
Levels of Leadership Training
YOUTEAM BUILDER
UNLICENSED
FIELD TRAIN
LICENSED
TRAIN / COACH
TEAM CAPTAINS
COACH / ACCOUNTABLE
(90 days or less only)
LICENSING PROCESS
NAME PHONE
REG
ISTE
RED
FO
R P
FSU
FIN
GER
PRIN
TS
COM
PLET
ED
ATTE
ND
ED P
FSU
SCH
EDU
LED
ST
ATE/
PRO
V E
XAM
PASS
ED P
FSU
PASS
ED S
TATE
LICE
NSE
ISSU
ED
NOTES
WE
EK
LY A
CT
IVIT
Y /
WE
EK
OF:_
____
____
____
__ /
SU
ND
AY
NIG
HT
CA
LL
SD
o th
e M
ost
Pro
duct
ive
Thi
ngs
Pos
sibl
e at
Eve
ry G
iven
Mom
ent
DIS
CIP
LIN
E:
“Do
the
thin
gs t
hat
othe
rs w
on’t
, so
you
can
live
the
life
othe
rs d
on’t
.”
8-5
-3-1
S
UN
DA
Y
MO
ND
AY
T
UES
DA
Y
WE
DN
ESD
AY
T
HU
RS
DA
Y
FRID
AY
SA
TU
RD
AY
M
ini-D
ay 1
Min
i-Day
1 M
ini-D
ay 1
Min
i-Day
1 M
ini-D
ay 1
Min
i-Day
1 M
ini-D
ay 1
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 2
M
ini-D
ay 3
M
ini-D
ay 3
M
ini-D
ay 3
M
ini-D
ay 3
M
ini-D
ay 3
M
ini-D
ay 3
M
ini-D
ay 3
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
9 AM
10 A
M
11 AM
12 N
oon
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
1 PM
2 PM
3 PM
4 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
6 PM
7 PM
8 PM
9 PM
WEEKLY GOAL SUN MON TUE WED THU FRI SAT TOTALS
PROSPECTS 20
CALLS 100
INTERVIEWS 10
INVITES 10
KTs 8
IBAs 1
PREMIUM $3,000
FUNDS $25,000
PERSONAL ACTIVITY PLAN TO $100,000+ / YR. INCOME
Weekly Activity Manager for the Week of:____________________
MTD #S IBAs PREMIUM FUNDS
PERSONAL
TEAM
INTERVIEWS
1
2
3
4
5
6
7
8
9
10
KITCHEN TABLES
1
2
3
4
5
6
7
8
PROSPECTS
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
INVITES TO MEETING
1
2
3
4
5
6
7
8
9
10
6:00 AM
7:00
8:00
9:00
10:00
11:00
12:00 PM
1:00
2:00
3:00
4:00
5:00
6:00
7:00
8:00
9:00
10:00
WRITE GOALS AND AFFIRMATIONS - MORNING TIME: DATE:
DAILY SCHEDULE 8-5-3-1 THINGS TO DO / PEOPLE TO FOLLOW UP WITH
ACTIVITY GOAL RESULTS
PROSPECTS 3-10
CALLS 10-20
INTERVIEWS 1-5
INVITES 2-5
KTs 1-2
PRODUCTION PRODUCTION RESULTS
IBAs
PREMIUM
INVESTMENTS
OTHER
LICENSES
DAILY SCHEDULE
DAILY PROGRESS REPORT
FOLLOW UP / CROSS SELL*
OPP/
IBA
Life
Inve
stm
ents
Hom
e Au
tom
atio
n
Auto
/Hom
e
PLPP
/PPL
S
Long
Term
Car
e
ID T
heft
NAME PHONE
* You must be appropriately licensed and/or certified to discuss related products and services.Calls and text messages for your Primerica business are subject to the company’s telephone solicitation policy, which can be found in Section 14 (U.S.) or Section 13 (Canada) of the Ad Handbook on POL.
PROSPECTS
NAME PHONE CIRCLE
1 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
2 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
3 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
4 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
5 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
6 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
7 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
8 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
9 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
10 ____________________________ ______________________________ M C H FT 23+
Notes: _______________________________________________________________________________________
M = Married C = Children H = Home Owner FT = Full-Time Job 23+ = 23 years or older
Calls and text messages for your Primerica business are subject to the company’s telephone solicitation policy, which can be found in Section 14 (U.S.) or Section 13 (Canada) of the Ad Handbook on POL.
THE TEAMName ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
Name ___________________ Spouse ___________________
B-Day __________________ Anniv. ____________________
Phone __________________ Solution # _________________
Address _____________________________________________
____________________________________________________
____________________________________________________
NOTES
From January 1 through December 31, 2018, Primerica paid cash flow to its North American sales force at an average of $6,069, which includes commissions paid on all lines of business to licensed representatives. Figures include U.S. and Canadian dollars remaining in the local currency earned by the representative, not adjusted for exchange rates.
Calls and text messages for your Primerica business are subject to the company’s telephone solicitation policy, which can be found in Section 14 (U.S.) or Section 13 (Canada) of the Ad Handbook on POL.
Cross-selling must comply with the company’s privacy policies, as noted in Section 13.5-7 (US) or Section 1.3 and 1.14 (Canada) of the General Compliance Manual on POL.
For internal use only. Not to be used with, or distributed to, the public.
© 2012-2013, 2017, 2019 Primerica
56160 / 1.19 / 703500
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