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Forms, booklets, manuals, and so much more to help you build your business!
The following information is intended for training purposes. It is not intended to be shared with the general public.
X-Mas Objections.pdfCC - 30 Day Business Plan2.pdf2025 GAMEPLAN.pdf100 point system.pdf7_Primerica_Fundamentals.pdfLaMarque System Workbook with The 7 Fundamentals.pdfGet Ready for your appointment.pdfDOWNLOAD this TOP 25 LIST SPREADSHEET & The Memory Jogger
TOP 25 LIST.xlsx
DOWNLOAD this income tax spreadsheet to help you figure out an APPROXIMATE refund a client can POTENTIALLY receive from an RRSP contribution. REMEBER... we are not accountants and cannot give tax advice. We can only suggest what is possible. Clients should be advised to consult an accountant when dealing with taxes.
INCOME TAX CALCULATOR.xlsxDigital Seg Fund Application Guide (1).pdfPrimerica Client Disclosure Form Guide (1).pdfJeff's Investment Bootcamp Training .pdfPage updated
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