- Call old clients



How to Get Started Instructions

1.

Username: __________________________

Password: _________________

* Study by Topic – End of Chapter Quizzes

* Simulate Your Exam – 70%

* Guarantee Exam – 80%

2. (POL)

Username: __________________________

Password: _________________

* Cell Phone Discount Setup

* Personal Website Setup

* Personal Primerica Email Access

* Distribution Builders Bonus Scoreboard

* PFN TV

* TurboApps & FNA

* Business Tracking

* Video Vault

* Compensation Reporting

Primerica Pre-Licensing Steps for Florida

1. Log into Password: pricafe

2. Complete the Life Cram Course by viewing all Cram Course videos using the “Life Insurance Review Workbook” (bottom of page) FINISH ASAP

3. After completing your entire “Life Insurance Review Workbook”, log into

4. Click on the ‘New User’ box on the left. Enter in your email address; reenter your email address to verify; hit the “Continue” button.

5. U-Can-Pass will send an email to your email account to verify that your email is active.

6. Go to your email account, select and open the email sent from the U-Can-Pass website. Click on the link sent in the email to continue the enrollment process.

7. You are now on the Enrollment section of the site, follow the steps listed below:

Step 1: - Confirm Eligibility –

a. Select the State where you will be licensed. (Select – Florida)

b. Select the State where your RVP lives. (Select – Pennsylvania)

c. Select the RVP’s name by scrolling down with the pull down menu.

(Select – Jon Lavin)

d. Enter your RVP’s Solution Number. (Enter – ASM58)

e. Hit the “continue” button to move on.

Step 2: - Select Your Package

a. The “Online Prelicensing Course ($0.00) is already pre-selected on the screen. Hit the “Continue” button to move on.

Step 3: - Course Description Page

a. Gives you a description of three types of Florida Life Licenses and options on the U-Can-Pass

website. Scroll down and hit “Continue” button to move on.

Step 4: - Set Up Your Account

a. Now you will need to set up your password for the U-Can-Pass Course.

b. Enter a password. Verify your password.

c. Hit “Continue” button to move on.

Step 5: - Student Information

a. Enter Your Solution Number

b. Enter Your Full Name

c. Enter Your Phone Number

d. Enter Your Address

e. Hit “Continue” button to move on.

Step 6: - Certification Information

a. Enter Your Social Security Number; confirm your Social Security number again.

b. Hit “Continue” button to move on.

8. Enrollment is now completed. On the Left Hand Side select the “Returning User” box to enter the course.

9. The next page will ask you to enter your email address and your U-Can-Pass password

10. Hit the “log in” button.

11. Click on “Click Here to launch your Course” (highlighted in blue).

12. Review your personal information (very important that this information is accurate for the State of Florida licensing records). Click on ‘next’

13. This will take you to the Main Menu. Click on “Study by Topic”

14. When you get to the next screen a video will automatically appear , immediately click on “End of Chapter Quiz” on the top right corner. Answer questions until you get 7 out of 10 correct. Note: Video introductions appear at the beginning of every chapter. (Ignore videos and click on “End of Chapter Quiz”)

15. Click on ‘Return to Study by Topic’ and do the next chapter quiz. Repeat until all 19 chapter quizzes are completed. (If you do not complete within 3 hours, contact your RVP immediately).

16. When you successfully complete all 19 chapter quizzes, click on “Main Menu” at the top.

17. Next, click on ‘Simulate Your Exam’, and score at least 70% (Timed Test, 2 Hours Allotted to complete. If you do not pass the exam after 2 attempts, contact your RVP immediately).

18. When you successfully complete the “Simulate Your Exam”. Click on “Get Certificate” at the bottom of the Main menu. There will be two pages. Print your certificate. You will also receive a congratulations email within 24 hours confirming your completion of the course.

19. Next, click on “Guarantee Exam”, and score at least an 80% (If you do not complete the “Guarantee Exam” after two attempts, contact your RVP immediately).

20. CONGRATULATIONS on completing your Pre-Licensing Course! You’re almost ready to take your state exam!

21. All applicants applying for a license are required by the Florida Department of Financial Services to create an account in the My Profile system. In addition, applicants will have to grant third party access, before the RLC can complete your Florida Resident Questionnaire online and apply for the license.

To Create an Account on the My Profile system:

1. Log on to

2. Click on Create Account

3. Select Account Type: Individual

4. Simply follow the prompts to finish creating your account.

Grant Third Party Access:

• From the user’s inbox, select “Third Party Privileges” on the right.

• Enter the RLC’s email address: fl_rlc@ in the box under Search Accounts and click “Search”

• The Search results will appear below the search box. Verify that it is Lynn Jones at 2507 Callaway Road.

• Click the Select button under Action.

• Under Permissions, select:

* New Agent License

* Send Emails to Third Parties

• Click Save

• You should receive a message that says, “The permissions were saved successfully”

22. Complete Florida Resident Application Questionnaire and submit to Tracy or Vicki at the office. (Important! They must scan and fax questionnaire to RLC)

23. Call the RLC (Regional Licensing Center) (850) 562-4726. They will give you a payment voucher for your exam.

24. Immediately call Pearson VUE to schedule your exam and your fingerprints.

( To Schedule exam: call (888) 274-2020. To remain qualified for the “Guarantee Exam”, you have 9 days after completing the “Guarantee Exam” on UCanPass to take the state exam.

( To Schedule fingerprints: call (877) 238-8232. For payment type choose BILLING, and then enter this code

(FLB00I009). Take a printed copy of your reservation to your appointment.

.

25. Study your “Life Insurance Review Workbook” on your own using the flash cards for at least 4 hours. Flashcards are located under the first video; print out. (Ex. Study Chapter 6 Flashcards, then study Chapter 6 on the outline. Repeat for all chapters).

26. Study acronyms and test taking tips & techniques.

27. Have audio CD of the Terms and Definitions playing every time you are in your car.

28. Take the state exam. Give a copy of your pass notice to your RVP.

29. To check the status of your License please log onto the Florida state website

a. Log onto “My Profile”

b. Scroll to the bottom of My profile page under “Print Licenses” and click on Letter size to download and print license (be sure to give a copy of your license to your RVP )

Note: This website () has information about your open test window, continuing education credits (CE credits), etc.

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