Client Survey
Pre-Presentation Questionnaire
3 Reasons Why We Are Here Tonight
- Referral Base
- Earn Your Business as Clients
- Expanding & Need Help
Current Financial Advisor
Do you have someone right now who handles your current financial needs other than yourselves?
(If yes, are they open to making a change if we can improve their situation?)
Personal Information
Career Information
Client
Current CareerWhat do you like about your current career?What would you change about it?Desired Annual IncomeSpouse
Current CareerWhat do you like about your current career?What would you change about it?Desired Annual IncomeGoals & Lifestyle
If time and money were no issue, what would you and your family do differently?
(Examples: Homes, Cars, Travel, Charities, Hobbies, Toys, Education)
When will your current career allow you to accomplish these things?Opportunity Assessment
If we can show you a way to reach your goals with more money, security, and freedom than your current career, would you explore that option?
Retirement Planning
If we create a plan to hit your goal, would you follow it?
Why I Joined Primerica
(2 minutes or less)
During the Presentation
As I present, ask yourself these three questions:
- Is Primerica a credible company?
- Is what Primerica does for families life-changing?
- Who do you know that would benefit from meeting with us?
Quick Exercise - Referral Mindset
Who comes to mind (first names only) who is:
- Married with kids
- Homeowner
- Career-focused professional
Also think of people who are:
- Best Salesperson (not pushy)
- Best Teacher
- Most Enthusiastic
- Most Ambitious
- Most Motivated
Presenter: Write down names as they mention them. Get as many as possible before starting the presentation.