Recruit to Investments: Build the Skill, Build the Team
Saturday, July 18, 2026 | 10:00 AM – 12:00 PM
Eliot Pong
Guest Speaker, Canada Life
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Why Attend
This session is for Primerica representatives and leaders who want to turn investment conversations into recruiting opportunities. You'll gain the confidence to connect client needs with the business opportunity — and build your team while helping families.
Learn how investment knowledge directly supports recruiting, income, and team growth.
Get hands-on practice moving from a client conversation to a clear business invitation.
Leave with a concrete action you can use this week to start recruiting to investments.
What This Event Helps With
Here's what Recruit to Investments: Build the Skill, Build the Team covers:
Why Recruit to Investments?
Discover how investment expertise opens doors to recruiting, increases your income, and accelerates team growth.
Canada Life Segregated Funds
Understand the product, who it fits, and the key factors to discuss with clients.
Recruiting to Investments
Learn how investment conversations naturally lead to business invitations — without a hard sell.
Make the Transition
Practice turning a client's investment need into a clear, confident recruiting invitation.
Common Questions
Do I need to be experienced to attend?
No. This session is built for Primerica representatives and leaders at any level. It focuses on practical action you can apply immediately.
Will this be worth my time?
Yes, if you want a clearer way to use investment conversations to recruit — instead of leaving them as just another good idea.
What should I do next?
Talk with the person who invited you or contact the office so they know to expect you.
Ask About Attending
Contact your office leader to register for this event.