Mar

06.14

Jim Ney (Rhymes with Finance Guy)

In the past three decades, Kansas SNS Jim Ney has built an outstandingly successful business that spans almost half of the United States. We took 5 minutes to ask him 5 questions about his Primerica experience.

How long have you been with Primerica?

We just finished our thirty-first year, starting our thirty-second.

Why did you join?

I always wanted my own business. Iwanted to pay off some student loans, so my wife could work part time and we could have some babies. And we fell in love with what Primerica does. That’s the whole story. Who would have known that it would turn into 60 offices in 20 states with 80 RVPs?

What are your favorite POL tools – and why?

Coming from the olden days when there weren’t as many resources and everything was on paper —going from that 30 years ago to today where everything is at your fingertips is amazing. I don’t think people appreciate what it would take in business to create that support system. If you were in business for yourself, you’d be constantly creating widgets to support what you need. And the Financial services business is so educational- and informational- intensive with always changing laws and regulation. To think we pay so little for so much; such phenomenal support for the company.

There’s so much inside POL, and it is great. I don’t need to know it all. I just need to know it when I need to know it. It’s all on a need to know basis, and when you need to know it’s there.

What have you learned building your Primerica Business?

Don’t ever get to high and don’t ever get too low; just keep working.

What advice do you have for all the future RVPs out there?

If you believe in your cause and adamantly portray your belief in your cause people will follow you. You can’t worry about what other people think; stay after it long term. All good things go to those people who stay after it. While you are watching everyone else quit, you are still standing.


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Jan

15.14

join.me

“The world is a smaller place!” We hear this phrase all the time. But…it is? Because really, there’s no way to shorten the distance from California to Florida – it’s still 3,000 miles. And if you’re covering Canada from one end to the other, get ready to drive five days. The vast land mass known as North America hasn’t shrunk one smidge! Yet if you want to connect with a client or prospect who doesn’t happen to reside anywhere near you, amazing technology lets you do just that in seconds, not minutes. No vehicle needed!

Primerica Reps, consider join.me, a fast, easy online tool* that lets you connect with one person or many, share documents, presentations and training materials with clients, prospects and teammates in any convenient location with an Internet connection. Use it to host a virtual Kitchen Table presentation and step through a Life app, IBA or Quick Quote. The handy presenter swap feature lets you pass screen control, so clients can securely sign and complete the application during the online appointment.

Mobile apps let you present directly from your iPad or attend a meeting from your iPhone or Android smartphone. Desktop screen sharing works on either PC or Mac and requires no software. Number of meetings? Unlimited. And you can pack each one with up to 250 participants. Use the meeting scheduler to plan meetings ahead of time or pull them together on the fly. Join.me’s features are intuitive and require no training.

An early join.me adopter, Regional Leader Jimmy Ward set up an online appointment on his iPad, then stepped through a life insurance presentation, passed screen control so his client could sign the application, and closed the sale. He also conducted several online training meetings with his team. Results? “I have used a few other similar tools, but join.me is by far faster and more user-friendly,” says Jimmy. “Also, no freezing is a big plus. I recommend it to all for these reasons.”

In other words, join.me gave Jimmy the opportunity to make his world a little smaller and the potential to grow his business a lot bigger! Want to do the same? To give join.me a try, click here to go to the exclusive Primerica sign-up page. And remember, join.me is a tax-deductible business expense.

Join.me is offering Primerica Reps a special opportunity to purchase a 1-year Pro subscription for half price ($75/year). Or, start with the free 14-day trial, no credit card necessary. The only requirement is you must sign up with your Primerica email.**

Check out the Join.Me YouTube video for a 30-second quick view.

* Primerica does not make guarantees regarding the usability or functionality of any online video collaboration tool or its ability to provide service to its users. Primerica Representatives who use any online video collaboration tools operated by a third-party provider are subject to the terms of use of the third-party provider.

** Primerica Reps must follow the Compliance Guidelines for Video/Web Conferencing Tools, which can be found on POL by visiting Field Support > Field Technology > Resource Centers > Using Video/Web Conferencing Tools. Note: The Join.Me Recording feature has been disabled for Primerica Representatives due to the prohibition of such activities under current Compliance Guidelines.


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Jan

09.14

gonzalez_connect_couple

New releases, product updates, fixes and enhancements… we use these words often in Field Technology as our project teams continuously work to improve our sales and business management tools and reports. As we move into a new year, our ultimate goal is to give Primerica Representatives the ability to access our content and tools on any device and any browser anytime, anywhere.

What does that mean? It means big things are ahead! Here are 5 exciting ways we’re working to improve technology in 2014.

  1. Firming up the Functionality – We’re working to create uniform functionality across our systems so that, regardless of whether you connect with a laptop, desktop or smartphone or tablet, all applications will operate the same.
  2. More with Mobile – We’ll continue our strategy of investing development resources into the Android and Apple iOS operating systems (after all they DO hold 90% of the market share), BUT we’re keeping a sharp eye on ways to support other devices too.
  3. Bigger & Better with Browsers – We run our web-based business applications on today’s most commonly used browsers: Google Chrome, Internet Explorer 8 (non-compatibility mode for Windows XP), Internet Explorer 9 (non-compatibility mode for Windows Vista & Windows 7), Internet Explorer 10, as well as Safari for Mac and iPad. But from here on out, ALL new development projects will be certified for Internet Explorer, Chrome and Safari!
  4. Onward with Offline – An offline data gathering tool that syncs with POL via an Internet connection…a mobile proposal tool… Look for us to add more offline features on the Primerica App in addition to the highly popular Quick Quote, Insurance Needs Analysis, Saving for Retirement calculators and Savings and Loan calculators.
  5. Meshing Mobile with Web – We announced them at Convention, we’ve been working them in beta for months and now we’re about to bust them out company-wide. That’s right, the Engage for 90 Challenge and Client Relationship Manager are heading your way early 2014 – two tools that integrate mobile with web and will change the way you do business.

So stay tuned! Exciting innovations await you and your team as we look to the future and continue to build tech tools that empower your ability to help Main Street America become properly protected, debt free, and financially independent. Happy New Year to you from the Field Technology Team!


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Posted in: POL, Primerica App, Technology

Dec

11.13

tablet working 2

When a licensed Primerica Representative offers a client a life insurance quote, makes a life sale or even brings a new recruit on board with Primerica, that Rep is putting some of our most cutting-edge technology to work – the TurboApps* suite of web-based tools.

With a high-speed internet connection and a laptop or tablet, TurboApps gives Primerica Reps the ability to do business in real time with ease and simplicity, right at the Kitchen Table. The following modules, accessible from Primerica Online, put remarkable business-building power at their fingertips.

TurboApps Quick Quote: Talking to a friend about life insurance? Many people don't know how much life insurance they might need or what it might cost. Quick Quote lets you create a personalized insurance analysis for your client – a simple snapshot of potential coverage options and costs. With this tool you can even tailor the options based on how much money your client can afford to spend a month.

TurboApps Life: Ready to make the sale? Maximize your time and your clients' by using TurboApps to enter and submit the Life insurance application electronically, in real time, right at the Kitchen Table! Some life apps even qualify for Instant Issue — you can know within minutes whether your client is approved for coverage.

TurboApps IBA: Ready to build your team? With TurboApps IBA, you can quickly and efficiently step new Recruits though the business onboarding process. In fact, many recruits can even qualify for instant-issue solution numbers, which means they can plug into Primerica Online and sign up for pre-licensing class right away! Immediate engagement means new Reps get started faster, doing the right things right away to get licensed, make sales and recruit others.

Proposals: Want to show clients how to become properly protected, debt free and financially independent? Use this TurboApps tool to help them create a customized, complimentary roadmap for achieving financial success. A benefit to anyone with children, debt and dreams for retirement.

Quality business-building tools like TurboApps enable Reps to engage clients, prospects or new recruits quickly and efficiently – wherever they may be! We love doing our part to make getting started and moving forward with Primerica a positive, exciting experience. And it just keeps getting better. Look for more mobile solutions and offline tools that can be used without an Internet connection – coming soon in 2014!

*TurboApps and proposals are available to Full Service POL subscribers only.


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Posted in: Uncategorized, Web TurboApps

Oct

30.13

New Reps, building your Primerica business takes time and effort. That means striving to look and be your best as you meet with clients and build your team. Presenting a positive, professional image to the public is important – both in person and on the web.

But building a website takes time and effort, right? You’ve got to buy your own website address, figure out how to set it up, come up with a cool design, add phone numbers and email addresses. Who has time to do that?

At Primerica, you don’t have to spend one minute doing that – because we’ve already done it for you! As a full-service POL subscriber, every new Primerica Rep automatically receives a personalized Primerica website designed to inspire credibility and confidence in future clients. It’s ready to go as soon as the new Rep is assigned a Solution Number and can be personalized at any time from inside Primerica Online. To update the website, New Reps, all you need to do is log onto Primerica Online and click the Professional Rep Website link located inside the Primerica Online Features box on the New Rep Home page.

Your new website features your name, photo (which you must choose and upload), a customizable About You article and a Products & Services section that lists all the services you are qualified to offer. Current and future clients can click the office address for instant MapQuest directions to your RVP’s office and even click the Email link to directly request more information.

New Reps, it’s easy to share your professional Primerica Rep website address. U.S. Reps, to pull up your Primerica Rep website, just type www.primerica.com/<your solution#> into the URL field on any web browser. Canadian Reps, type in www.primericacanada.ca/<your solution#> to see your website.

Having a professional website from the very start tells people you’re serious about building your business with Primerica!


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Posted in: Company, POL, Uncategorized