Primerica Protocol

This site is not affiliated with Primerica Financial Services. The information provided here is designed for personal use and reminder of protocol..."lest we forget." This is not a Primerica site. Please use www.primericacanada.com for official Primerica information. NOT PRIMERICA SITE.

Monday, February 28, 2011

CI Investments Online Address Change

https://www.ci.com/web-sec/address_form/client_form_e.jsp
Posted by Primerica File Cabinet at 1:30 PM 1 comment:
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Labels: Client Service

Tuesday, February 8, 2011

Concert Breakdown

https://www.agf.com/t2scr/static/en/doc/Concert_Snapshot24878.pdf
Posted by Primerica File Cabinet at 12:13 PM No comments:
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Labels: PFSL

Wednesday, February 2, 2011

AGF SMART Loan Fast Facts

AGF smart Loan Fast Facts

http://www.agfsmartloan.ca/static/en/doc/TRU363_-_AGF_SMART_Loan_Fast_Facts_EN42445.pdf

Process
http://www.agfsmartloan.ca/static/en/doc/TRU354_-_AGF_SMART_Loan_Process_Guide_EN41390.pdf
Posted by Primerica File Cabinet at 3:40 PM No comments:
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Labels: Loan

Sample FNA

SAMPLE FNA

https://pol1.primerica.com/home/helpcenter/pages/fna_can_eng.pdf
Posted by Primerica File Cabinet at 3:19 PM No comments:
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Labels: FNA

FNA input reference guide

FNA input reference guide

https://pol1.primerica.com/home/helpcenter/pages/fna_reference_guide.pdf
Posted by Primerica File Cabinet at 3:14 PM No comments:
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Labels: FNA

FNA Input Sheet

FNA Questionnaire
https://pol1.primerica.com/home/downloadcenter/pages/dc_fna_quest_can.pdf
Posted by Primerica File Cabinet at 3:11 PM No comments:
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Labels: FNA

Term life TurboApp Leave behind booklet

Primerica Term Life Leave behind booklet
https://pol1.primerica.com/product_support/protection/pages/zpla_108_r.pdf
Posted by Primerica File Cabinet at 3:09 PM 1 comment:
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Labels: Life Insurance Protocol
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