Coffee Meeting Presentation

Coffee meetings are your gateway to building relationships that turn into clients, referrals, and new team members. This is where you explain what we do and how we get paid in a casual, no-pressure environment.

Why Coffee Meetings Work

Think about it: nobody likes being sold to, but everyone loves meeting interesting people over coffee. Coffee meetings work because they’re:

• Low pressure - It’s just a conversation, not a sales pitch
• Natural setting - People expect to chat and share stories over coffee
• Time-limited - Everyone knows coffee meetings have a clear end time
• Relaxed atmosphere - More open to listening and learning

Your Presentation Objectives

When you sit down for coffee, your goals are simple:

1. Build rapport first - Get to know them as a person, not a prospect
2. Share your story - Why you joined Primerica and what excites you
3. Explain the business - What we do and how we help families
4. Show how we get paid - Transparency builds trust
5. Plant seeds - For them as a client, referral source, or potential teammate

Watch: Coffee Meeting Presentation Demo

Here’s exactly how we present what we do and how we get paid:

Key Takeaways from the Video

The Opening

• Start with their story, not yours
• Find common ground before you mention business
• Ask about their work, family, and goals

The Transition

• Use natural phrases like “Speaking of finances…”
• Share your personal journey briefly
• Focus on helping people, not making money

What We Do

• Keep it simple: “We help families make smart money decisions”
• Mention the three main areas: debt, protection, and savings
• Use stories, not jargon

How We Get Paid

• Be transparent: “We get paid directly from the companies”
• Compare it to other professionals (real estate agents, recruiters)
• Emphasize we only get paid when we help people

Your Action Items

Before Your Next Coffee Meeting

• Practice explaining what we do in 30 seconds
• Prepare your personal “why” story
• Review the compensation structure basics

During the Meeting

• Ask more questions than you answer
• Take notes (shows you care about their situation)
• Listen for opportunities in their stories
• Don’t force the business - let it flow naturally

After the Meeting

• Send a follow-up text referencing something you discussed
• Add them to your CRM with key details
• Plan your next touch point

Common Questions to Be Ready For

💡 Pro Tip: Always answer questions confidently and honestly. If you don’t know something, say “That’s a great question. Let me get you the exact answer."

"Is this a pyramid scheme?”

“No, this is a distribution model, just like insurance or real estate. I get paid based on my production and helping my team succeed."

"What does it cost to get started?”

“There’s a small background check fee, but it’s refundable in your first month. We want people who are serious."

"How much do people actually make?”

“It varies based on effort, but I can show you what’s possible. The important thing is we get paid what we’re worth."

"I don’t have time”

“Most of us started part-time. You can build this around your current schedule.”

Practice Makes Perfect

Your first few coffee meetings might feel awkward. That’s normal. The key is to:

1. Book them anyway - Experience is the best teacher
2. Learn from each one - What worked? What didn’t?
3. Adjust your approach - Find what feels authentic to you
4. Never stop learning - Every conversation teaches you something

Next Steps

1. Book your first coffee meeting this week
2. Watch this video one more time right before you go
3. Bring your notebook - Write down what works and what doesn’t
4. Follow up - The fortune is in the follow-up

Remember: Coffee meetings are about building relationships. The business will come naturally when people trust you and see you’re genuinely there to help.

Remember: You’re not there to sell anything. You’re there to share how you help families. That’s it. People buy when they’re ready, not when you’re ready to sell.