Ur Financial Physicians New Agent Onboarding Guide

Welcome

Orientation & Commitment Guide

"You are not just starting a job. You are diagnosing financial problems and prescribing life-changing solutions. Welcome to the team."

Agent Name

Date

RVP / Trainer

Solution #

Section 1

Your Why — The Fuel Behind Everything

Discover what drives you. A strong Why creates unstoppable motion.

Story Branding: Every hero needs a problem worth solving. Find your problem. That's your Why.

1What first attracted you to Primerica and Ur Financial Physicians? Mark Done

2What drew you in most? (Check all that apply)

Financial Education for my family Part-time income opportunity Leadership & personal growth Helping people in my community Business ownership potential Flexibility / time freedom Mentorship and a winning team Earning potential — no ceiling

3Tell me about a moment when money stress affected your family. Mark Done

4What does financial freedom look like for you — in your own words? Mark Done

5If this business works exactly the way you hope, what changes first for your family? Mark Done

Section 2

Goals & Income Targets

Numbers create commitment. Vague goals produce vague results.

12 Week Year: Tie every goal to a specific number and a specific date. Make it real.

1What income do you want to earn in your first 90 days? ($/month) Mark Done

2What is your current gross monthly income? ($/month) Mark Done

3If you could replace your current income through Primerica within 12 months, would you go full time?

Yes No Follow Up

Mark Done

4What is your 3-month goal? Mark Done

5What is your 12-month goal? Mark Done

6What is your 3-year vision for your Ur Financial Physicians business? Mark Done

7How many hours per week can you commit right now?

5–10 hrs (building part-time) 10–15 hrs (serious part-time) 15–25 hrs (aggressive growth) 25+ hrs (all in)

8Which nights are best for field training appointments? Mark Done

9Do you have any daytime availability during the week?

Yes No Follow Up

Mark Done

Section 3

Obstacles & Commitment

Find the friction before it finds you. Surface resistance early.

Sandler: The real objection is rarely the first one. Dig deeper and address it now, not in week 3.

1Do you foresee anything in the first 30 days that could slow you down?

Yes No Follow Up

Mark Done

2What has stopped you in the past from achieving a big goal? Mark Done

3Who in your life might push back on this opportunity — and how will you handle it? Mark Done

4Who is your biggest supporter in this journey right now? Mark Done

5Are you willing to give your RVP and field trainer full permission to coach and hold you accountable?

Yes No Follow Up

Mark Done

6What kind of coaching helps you stay focused?

Weekly accountability check-ins Recognition and celebrating wins Clear daily and weekly action steps Encouragement and mentoring Friendly competition and leaderboards

7What would cause you to quit — and how do we prevent that from happening? Mark Done

Section 4

Fast Start Plan — First 30 Days

Speed wins. The agents who move fast in week one build the strongest businesses.

12 Week Year: Week 1 sets the tone for the entire quarter. Treat your first 30 days like your first 12 weeks.

IBA Signed & Submitted

Done

Personal FNA Completed (Know your own plan first)

Done

Life License Exam — Target Date

Done

District Leader Promotion Earned

Done

Fast Start Bonus Qualified

Done

First 5 Field Training Appointments Completed

Done

Section 5

Dream & Vision Builder

Tie a dollar value and a date to every dream. Dreams with deadlines become goals.

🛒 What would I like to BUY?

✈️ Where would I like to TRAVEL?

👨‍👩‍👧 For My Family — What I Want Most

🏆 My Primerica / Ur Financial Physicians Business Goal

Section 6

Top 3 Names — Your Launch List

The names you write down today become your first appointments tomorrow. Do this now.

Never leave this meeting without at least 3 names. Your network is your pipeline. Plant the seed immediately.

1Name

Appt Scheduled Pending

2Name

Appt Scheduled Pending

3Name

Appt Scheduled Pending

Section 7

Commitment & Next Steps

"I commit to showing up, doing the work, and trusting the process. I will complete my first 25 field training appointments, earn my license, and build a business that serves my family and my community."

Agent Signature (typed)

Date

RVP / Trainer Signature (typed)

Date

RVP Action Notes / Next Steps

Save Your Work

Your data autosaves to this device. Use Save Progress to back up your work or move it to another device.

💡 Tip: "Save Progress" downloads a backup file you can email to yourself, save to iCloud or Google Drive, or move to another device. Use "Load Progress" to restore it later.

Ur Financial Physicians® | Plan • Protect • Prosper
Regional Vice President | Serving Families 7 Days a Week

Orientation & Commitment Guide

Your Why — The Fuel Behind Everything

Goals & Income Targets

Obstacles & Commitment

Fast Start Plan — First 30 Days

Dream & Vision Builder

Top 3 Names — Your Launch List

Commitment & Next Steps

Save Your Work

Start Over?

Load Saved Progress?