Executive TLDR
- Danielle frames Primerica as a rare business where couples and families can build together instead of living separate working lives.
- “Partner” does not have to mean spouse, it can be a sibling, parent, or anyone aligned with the mission.
- Her contribution was operational support, showing up, creating stability, and raising the kids in the environment.
- Getting pulled in slowly matters, attend meetings, learn what the company does, then consider licensing and supporting with contacts.
- Do not compare your role to other partners, contribute what you can, consistently.
- The reward she emphasizes is time freedom and shared experiences, travel, flexibility, and building a life where family can reunite despite busy schedules.
- The message to the team is straightforward, ignore outside noise, listen to proven leadership, and remember input drives output.
Opening Line For The Video Summary
If you want a family legacy, do not build a life where you and your spouse work hard in separate worlds, build something together.
Table of Contents
- The core message
- Why partnership matters
- What a partner can do if they feel “on the sidelines”
- How Danielle got involved
- Contributions that actually grow the business
- Family exposure and environment
- Lifestyle outcomes and why they matter
- Practical takeaways you can implement this week
- FAQs
- Glossary
1. The Core Message
Danielle’s theme is simple: Primerica can be a true family business if you treat it that way. The goal is not just income, it is alignment, shared purpose, shared time, and building something you can pass down.
2. Why Partnership Matters
She argues that many traditional jobs create two separate lives inside one household, both people grind, then they have little overlap in purpose or daily experience. Primerica, in contrast, can become a shared mission.
Key point: partnership strengthens longevity because both people understand what is happening, why it matters, and how to support it.
3. What A Partner Can Do If They Feel “On The Sidelines”
Danielle emphasizes that every contribution counts if it supports growth.
Examples she highlights implicitly:
- Showing up at the office for opportunity meetings
- Learning the environment and culture
- Taking on operational responsibility
- Supporting the family structure so the producer can build
- Providing encouragement and stability, not friction
She also notes that “partner” is flexible, spouse is ideal, but family members can fill that role too.
4. How Danielle Got Involved
She describes starting with no background in finance, coming from a nail salon and fashion. Keith pulled her in gradually:
- Come to the office
- Come to the bigger meeting
- See what we do for people
- Then consider getting licensed
This gradual exposure removed fear and built belief.
5. Contributions That Actually Grow The Business
Danielle’s story is a strong reminder that the partner often holds the “hidden leverage.”
She contributed by:
- Getting licensed, even without doing solo appointments
- Supplying contacts, including people the spouse does not know exist
- Running the office and operations
- Supporting the household and kids while Keith built
- Keeping the family in the environment consistently
She also makes a clear warning: do not underestimate your spouse’s network. There is always another list.
6. Family Exposure And Environment
Her point is that kids do not become great by accident. They become great because of what you put in front of them.
The business gave their family:
- consistent exposure to positive examples
- a growth environment
- time together, instead of constant separation
- a model where building is normal
7. Lifestyle Outcomes And Why They Matter
She shares travel as proof of concept, not as the purpose. The purpose is freedom, and travel is the visible receipt.
She describes:
- being able to travel frequently
- building experiences with their kids
- being able to reunite the family for meaningful trips despite adult schedules
- making decisions without living in constant financial constraint
The underlying message: the lifestyle is earned by staying in, working hard, and not letting outside negativity talk you out of the process.
8. Practical Takeaways You Can Implement This Week
- Bring your partner to the next meeting
Do not “explain it” at home, let them experience it. - Assign a clear role
Operations, scheduling, guest follow-up, event coordination, social proof, whatever fits. - Build a partner contact list
Do not rely on one person’s network, stack networks. - Stop comparing roles
Measure contribution by progress, not by similarity to someone else. - Increase exposure
More office time, more events, more environment, more belief. - Noise filter
If the source is not winning in the system, the opinion is irrelevant.
FAQs
1) Do you need to be married for this to work?
No. Danielle frames “partner” as any aligned person, spouse, sibling, parent, or trusted teammate.
2) What if a spouse does not understand the business?
Start with exposure, invite them to the office and meetings, let understanding grow naturally.
3) What if the partner is not comfortable selling or presenting?
They can still be extremely valuable through operations, scheduling, guest flow, and support.
4) Why does she encourage partners to get licensed even if they are not presenting?
Licensing builds belief, credibility, and confidence, and increases contribution options.
5) What is one fast way a partner can help immediately?
Show up at the office for the opportunity meeting and start contributing to attendance and culture.
6) What does she mean by “do not compare yourself to other partners”?
Every household and role is different, comparison creates guilt and friction, contribution creates momentum.
7) What should you do when people say the business does not work?
Do not absorb opinions from people who do not understand the model, listen to your upline and proven examples.
8) What is the bigger “why” behind the travel stories?
Time freedom, shared family experiences, and building a life you control.
9) How does involving kids help?
It normalizes growth, confidence, and belief through repeated exposure to positive examples and leadership.
10) What is the main message in one line?
Build together, stay consistent, filter noise, and let your inputs compound.
Glossary
Environment
The culture and energy created by consistent meetings, leadership examples, and positive reinforcement.
Exposure
Repeated time around the business and its people, which builds belief and normalizes growth.
Partner
A spouse or aligned family member, or any person who supports the mission and contributes consistently.
Operations
Behind-the-scenes work that keeps the business organized, scheduling, communication, office support.
Opportunity meeting
A meeting where guests see the model, culture, and examples, often the best first exposure for a spouse.
Contact list
The network of people a partner knows, often larger and different than the primary builder’s network.
Noise
Negative outside opinions, usually from people without results or understanding of the system.
Time freedom
The ability to control schedule and travel, created through long-term building and team leverage.
Legacy
A life and business structure that benefits the next generation and can be passed down.
Transcription:
But I just wanted to take a couple minutes just to say, you know, how grateful we are for this unbelievable opportunity that we’ve had over the last. I think Keith’s been now with Primerica for 37 years, 38 years. Wow. So. And we’ll be going on our 28th wedding anniversary in June. So we’ve been together for a really long time, and. But I think it’s. You know, I attribute everything to our great partnership that we have. And I know that a lot of you might be, you know, single and not have a partner yet, but I think this business works really well if you’re married and. Or you have a significant other and you get them involved in the business. Because I always felt that I just didn’t want to be, you know, to the side and not really know what was going on.
And I think a lot of people that just work a 9 to 5 job, that’s what happens. You know, they live separate lives, people, because you’re working really hard, your spouse is working really hard, and then you really have nothing in common with each other. So that’s why I love this business so much, is because I always felt no matter what I contributed, it was something towards growing our business. So, like I said, whether you have a spouse or not or whatever, anyone could be a partner. You could have a sister, a brother, a mother. It doesn’t matter. I think, you know, what the Ortiz family has done is incredible. And I just think that only in Primerica can you build a business with your family like that and then pass it on for generations.
So I know for us, the most important thing was raising, you know, raising our kids. And while they turned out really great, you know, I don’t take credit for the way they turned out, but I take credit for what we put in front of them, what we expose them to, you know, all the positivity that they’ve always been around and have seen over the years. Instead of us fighting over, you know, our business and. And not being able to see each other and not spending time together, were able to be together as a family all the time. Because whatever the interest was, it was my interest, too, because that’s what I did for a living. I ran the business. I ran his office, our office. It was a combination. I ran the kids, he ran around, going to all the meetings and stuff.
So no matter what you contribute, it’s important. This is what grows your business. This is what’s growing your company. So don’t ever think as a partner that you’ve not Done your job, that you can always do more. Yes, you can always do more. But you can only do what you can do. So for right now, if that’s where you are and you leave here today and you think, you know what, as a partner, I really want to do a little bit more, well, then I think the first thing that you could do is just maybe show up at the office. You know, when you have an opportunity meeting, just go to the office and see what’s going on and, you know, contribute. That way. I know for myself, you know, I really didn’t know what Primerica was about. I had no idea.
I mean, I owned a nail salon and I worked in fashion, so it was like I had no idea what Primerica was. I didn’t know anything about mutual funds. I really didn’t know anything about anything. So that’s why I thought Keith was so smart. And then I thought, okay, he’s not so smart. He is just reading off the. You know, but he was smart because he pulled me in, you know, and he kept pulling me in very slowly and would say to me, hey, how about you come to the office tonight? Or, you know, oh, we have a big meeting coming up. How about you come to the meeting? And. And little by little, I got to see what we did for people. And then all of a sudden he’s like, why don’t you get your license?
So I’m like, okay, I’ll get my license. So then I got my license, and although I never went out on an appointment on my own because I was too afraid, I got my license. And then all of a sudden, Keith thought I gave him everyone that I knew. But then I also had another list of people that, hey, I was going to get paid now, so I’m going to give him that list. So. So you don’t know the people that your spouse knows. Believe me, there’s a lot more people that you can go through. So I thought for myself, that’s what I could contribute. And then when we had our kids, I bring them to the office and I bring them around the environment all the time. So that’s what, as a partner, that’s what I did. That’s how I contributed.
And everybody’s partnership is different. You know, I always say, just don’t compare yourself to other partners because everybody’s situation is different. You know, But I really feel that it’s important, you know, that your kids, that your family, that whoever you’re inspiring sees you as a partnership and that you built this Primerica dream together. And now our life is just a dream. You know, it’s a dream that, honestly, people only think about in their. Like, I made a list so far from January to now, how many places that we’ve been. And when I say, oh, I’m going home, and I’ll text one of my friends, they’ll say, wait a minute. Because if their friends here, they’ll go. They’ll think I’m saying, this is my home.
And then my girlfriend the other night said to me, okay, but I don’t know where home is for you anymore, because you’re just never anywhere for, like, more than a week. And that’s what. That’s what makes me happy. You know, that’s what. That’s what we work so hard for our whole lives, is to be able to just come and go and do whatever we want to do and travel the world and, you know, expose our kids to, like, great things. So for Keith’s birthday, we planned a trip to Dubai. Actually, I planned it, and the kids got to come, and it was the most. And then went to the Maldives. Is that how you say Keith? Because he keeps correcting me. Okay. And so we planned. I planned this amazing trip.
And so the whole time, my kids were like, oh, my God, we’ve peaked at 25 and 23. We’re never going to go on a trip like this again. I said, well, this gives you something to, you know, do in your life that you work really hard, and this is what you’re able to do for your family. You know, booked that trip. And I honestly. People were asking me, how much was the trip? How much was it? I said, I have no idea. I don’t. To this day, I still don’t know how much I paid for that trip. And it didn’t matter to me. We had. Everything was first class. It was just the most incredible time that we’ve had as a family in a really long time, because everybody’s hard at work now.
The kids are working, and it’s not easy to get everybody together. So. So it’s so worth it, guys. Whatever your dream. Oh, yeah. That was the most beautiful mosque I’ve ever seen in my life, though, honestly. This was. Oh, thank you. This was. Oh, so we flew Emirates, because that was, like, a thing that I always wanted to do. We flew first class. And when went in the back of the plane, that was our lounge. So we’re. We were literally flying up in the air and sitting in a lounge, drinking and eating. And this was our suite that we had. And the kids had the same exact suite. This is the only seven star hotel in the world. And we got to stay there and we really got to have the best time. Like every day it was something else. We were riding camels.
We were going on sand dunes. We did a hot air balloon at 4 in the morning for Keith’s 60th birthday. We went to the desert for two nights and did a private dinner in a sand dune. In a sand dune for his birthday. And then from there, the kids went home and went on to the most amazing place I’ve ever been, the Waldorf in Maldives. So it was the most incredible trip. And like I said, you’d be able. If you stick it out and you work really hard and you don’t give up. When people tell you this business doesn’t work, you know, that’s because they don’t know anything about Primerica. You know, just don’t listen. Oh, that was us four in the morning, eating breakfast in a hot air balloon. It was so cool. You know, just don’t. Oh, that was the camels.
Yeah, that was fun. Just don’t believe what people say, you know, Listen to your upline. Listen to the people that you surround yourself with. You know, whoever you surround yourself with, that’s who you’re going to become. So that’s it. I just, you know, I just want you to. Oh, this was unbelievable. This was Keith’s 60th birthday dinner, and it was just the four of us, and it was unbelievable. It was like in this, like, pit of sand and they had a red carpet out and we just. Keith didn’t even know what was going on. Oh, that’s it. Oh, all right. That was good. That was a good one. I wanted you to see that. Oh, that was our hut. And so they pick us up on this beautiful boat and they bring us to our private little hut.
And we stayed there for four days and just snorkeled and went to the most amazing restaurants and just had the best time. I mean, it was just incredible. So we had. I mean, that was. I couldn’t believe that place. I mean, this place was just insane. We had our own butler, and he was like whatever we wanted. He picked us up. He did. Oh, that was us. And that was our room. That was in our room. And Keith went underneath so I could see him through the floor. Oh, yeah. Are you doing that? Oh, my God. That was sunset every night. And that’s it. So, guys, I just. Yeah, that was. That’s awesome. That’s my Bubba. So, yeah, that’s it. In May, I rented a house in Provence, France. So we’re going to be gone for the whole month, and just.
We’re going to the Formula one race in Monaco and just, like, just living your life, you know, living the dream life. That’s what you have to. Every day when you wake up and you think, oh, I can’t do this anymore. I have no more energy for this. It’s not going my way. Things aren’t good for me. Just remember that what you put into this is what you’re going to get out of this. So we love you guys. We’re so proud of you. This empire builder team, everyone, especially. I’m the most proud of my baby because I really. I had no idea, like, he was going to be this great. I mean, he’s always been great, but I didn’t know that. He always said he wanted to do Primerica. I just didn’t know if he really wanted to do it.
You know, all our kids say things, but people don’t follow through. And I want to thank you, Carlos and Sarah, for, you know, opening up their office to Blake and just, you know, being great role models for him as a family, as the. You know, we really appreciate that, and we love you guys, but, you know, Blake just called me and he was like, mom, you know, we’re redoing the office, and I haven’t even seen it yet. We’re going up there Wednesday to see. And then he wanted to buy something instead of renting, so he just purchased his first house. You know, so he just bought a house, and.
And just watching him grow into this person that he’s become, I cannot tell you as a parent, as a mom, like, what it’s incredible to see most of my friends, kids do not do what they do. And mostly because the parents don’t want them to do what they do because they can’t stand their job and they hate. You know, even though they’ve built these successful companies, nobody wants their kids to do what they do. So when Blake came to us and Dom, you know, she’s working in our office in New Jersey with the girls twice a week. And, you know, when they came to us and they wanted to do this business, you know, as a parent, that’s your ultimate goal, right? That’s what you want. That’s what you aspire to. That’s what we did. I mean, this is just a dream come true.
And to see you guys build your business with your parents, I mean, it’s just so inspirational, so I’m so thankful, and I’m just so proud of Blake. He’s an independent person. He. He. You know, he’s making it on his own. So I just want you to know, buddy, I’m so happy for you, and I just. I love you more than anything in the whole world. So come up here.
