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Clearly explaining the opportunity and our services
Presenting is walking someone through what we do in a simple, conversational way. The goal is not to impress—it's to help them understand how we help families financially and how they could earn income with us.
A good presentation creates clarity and curiosity, not pressure.
After you've prospected and set an appointment, the presentation is where the real magic happens. It's your opportunity to share what you do and help someone envision their future with you.
Whether you're presenting the financial products or the business opportunity, your job is to:
We give two distinct presentations based on the prospect's primary interest.
Client Facing
This presentation is designed for people interested in the financial services and products we offer. It focuses on how your services help families protect their financial future, build wealth, and achieve financial security. The goal is to help prospects understand the value you bring and move them toward becoming clients.
Opportunity Facing
This presentation is designed for people interested in building a business with you. It explains how someone can earn income by helping families and recruiting others to do the same. The goal is to show the business opportunity, the earning potential, and help them envision what success looks like in your organization.
Whether you're presenting the Kitchen Table or Recruiting opportunity, these principles apply to all great presentations.
A good presentation is simple and easy to follow. You're not trying to impress—you're trying to educate and inform. Speak as if you're talking to a friend at the dinner table, not giving a formal lecture.
The best presentations focus on what's in it for the prospect, not what you've accomplished. Answer their unspoken question: "How does this help me and my family?"
People remember stories better than facts. Use examples and real-world scenarios to illustrate how the product or opportunity benefits someone like them.
A good presentation removes confusion and objections before they arise. It helps the prospect understand exactly what you do and how it impacts them.
By the end, the prospect should want to move forward. Whether it's becoming a client or joining your team, a great presentation creates desire and momentum.
People do business with people they know, like, and trust. Your presentation should reflect your genuine care for helping them succeed.
The most important thing to remember: Keep it simple, keep it real, keep it focused on them. When your prospect feels heard, understood, and excited about what's possible, you've given a great presentation.
A detailed breakdown of the steps and outcomes of a successful Kitchen Table presentation.
During the "Present Job 1: Help People Make and Save Money" portion of your KT, you'll use the Crusade Brochure to walk through our compelling value proposition and financial strategies.
We teach people how to:
No one else is doing what we do. We are the only hope that Main Street has, and we take an educational approach to offer sophisticated financial tools to the Middle Market for free.
Start with the Financial Needs Analysis (FNA)—a complimentary questionnaire that takes about 20 minutes to complete and provides a roadmap for financial success.
Buy Term & Invest the Difference
Show how switching to term insurance can save $175/month while doubling coverage—then invest that difference for wealth building.
Invest the Difference
Demonstrate the power of compound interest: $200 monthly savings at 9% interest grows to $714,475 over 37 years.
Get Out of Debt
Show debt stacking strategies that accelerate payoff. Smart planning saves $130,643 in interest and frees up $2,720/month by age 67.
Family. Occupation. Recreation. Motivation - Build rapport. People do business with people they know, like, and trust.
Remind them why you booked: "When we talked on the phone…" If alone: "Can I show you what I do?" If with a recruit: "What did [name] tell you about today?"
Share who we are, our legitimacy, and key statistics about the company.
Follow Crusade Brochure bullet points. Explain the Financial Needs Analysis (FNA) as a roadmap. Share that FNA typically costs $1.1K average. Ask: "Do you have a written plan or are you just doing the best you can? Would you like one? We do it complimentary."
If you can deliver on your promise: 5-10 Referrals and Implement Strategy. If you can't deliver: No referrals and Don't implement strategy.
Collect investment statements, insurance documents, and debt information. Grab tonight: prior statements, IRA/investments, and life insurance documents (follow "Why Primerica at the KT" Closing Process).
Introduce the opportunity to bring people on part-time to work from home or run their own business.
The FNA is at the heart of the Kitchen Table presentation. It's the roadmap to financial success that shows prospects exactly what they need to achieve their goals.
Average Cost
$1.1K
What It Is
A roadmap for financial success
How You Deliver It
Complimentary
"Having a plan is better than NOT having a plan, agree?" - Use this question to create agreement and move toward the FNA appointment.
Master the mindset, messaging, and practical rules that make recruiting presentations powerful and effective.
When recruiting, your mindset and demeanor are everything. ART represents the core values that attract people to the opportunity:
Everyone wants what we have—the ability to earn income passively while building a team.
Demonstrate how this business gives people the freedom to work when and where they want, balancing family and finances.
Everyone wants what we have! Your enthusiasm for unlimited residual income and control of time must be genuine and infectious.
Understanding these barriers helps you address objections and build the trust and confidence needed for someone to say yes to the opportunity.
Build credibility by sharing your story, results, and the company's legitimacy. Show proof of the opportunity.
Your job is to help them see their potential. Show how ordinary people are succeeding in this business and can too.
You have to talk to LOTS and LOTS of people. Success comes from volume and consistency in your recruiting conversations.
Help prospects understand the pain of their current situation, then show them the freedom and financial independence our opportunity provides.
Don't become attached to whether they join or not. Your calm confidence is more attractive than desperation. Stay focused on serving, not selling.
You are offering them a life-changing opportunity. Believe in the value of what you're presenting and approach with genuine care for their future.
"You are in the people attraction business. Believe in the value of what you're presenting, stay excited about the opportunity, and let that enthusiasm be contagious."
A detailed breakdown of the steps to guide your recruiting presentation and move prospects toward joining your team.
Family. Occupation. Recreation. Motivation - Build genuine connection. Ask questions and listen to understand what matters to them.
"I'm going to have some questions for you, I'm sure you have some questions for me. Is it okay if I ask you some questions?"
On a scale of 1-10, how interested are you in making money and helping people? This helps you understand their level of motivation and commitment.
Share the earning potential based on their available time: Silent partner (no time, other than license) $500-$800, Spare time (5-10 hrs) $1k-$1.5k, Part time (10-15 hrs) $2k-$3k.
Explain the licensing process and timeline. The online course takes roughly 10 hours on average. State requirements for the course and test vary by location—research your state's specific requirements.
Ask: "Is there anyone else you need to consult with before making this decision?" Respect their process and encourage them to talk with family members or trusted advisors.
Ask: "When do you want to start?" or "When would you like to close?" Help them commit to a specific timeline for getting licensed and beginning their journey.
The online course takes roughly 10 hours on average to complete.
Each state has different requirements for the licensing course and test. Be prepared to discuss your specific state's timeline, cost, and process with prospects.
Research your state's licensing requirements in advance so you can confidently answer questions and set accurate expectations.
Listen to real examples of both presentations and learn from experienced trainers.
Watch video breakdowns and visual guides to enhance your presentation skills.
The visual life close that you should use to explain the life insurance application process to prospects. This diagram provides a clear, simple visual framework that makes the application process easy for clients to understand and builds confidence in moving forward.
Learn how a new agent should make a proper introduction between the trainer and the prospect. This video guides you through the key steps to establish credibility, build trust, and set the stage for a successful presentation.
Master both the Kitchen Table (client-focused) and Recruiting (opportunity-focused) presentations. Know when and how to use each one.
Don't overcomplicate your presentation. Simple, clear, and conversational wins every time. Focus on educating, not impressing.
The best presentations are centered on the prospect and their goals, not on you and your accomplishments. Answer: "How does this help me?"
The more you present, the more confident and natural you'll sound. Practice your script until it becomes a conversation, not a recitation.
Listen to the audio training resources, practice your scripts, and deliver your first presentation this week. Remember: clarity and confidence create clients and recruits.