Products/Concepts
The primary living benefits in a term lb
What are terminal, chronic, critical illness riders
This WFG parter is a global speaker, coach, entrepreneur, 2x bestselling author, tv host, top ranked podcast host
Who is "Ed Mylett"
The client profile that we make the biggest impact on
What is Married, Age 30+, Children, Homeowner, Occupation 50k+
This metric measures total production volume and is used to determine promotions, bonuses, and contract levels.
What are points?
F.O.R.M
What is Family, Occupation, Recreation, Motivation
The eighth wonder of the world - Albert Einstein
What is "The Rule of 72"
The WFG focused podcast hosted by our company founder
What is "Straight Line Thinkers"
The average points per client
What is "3,000pts"
The 4 types of income paid to the field
What is Personal, team, expansion, bonus income
The main thing to avoid when setting a meeting
What is "The scenario of disaster"
The most efficient way to build an IUL
What is "Minimum Non-MEC"
The parent company of WFGIA that just announced they are relocating to the US Jan 1.
What is "Aegon"
This must be passed before new agents are eligible for match up appointments
What is "The CFT interview"
The first bonus new agents can receive
What is the Personal Producers Bonus
10,000pts of personal production
1 personal new partnership, strategic partner or CFT
The 6 C's of the presentation
What is "connection, company, concepts, concerns, compensation, close"
the maximum you can pay into an IUL each year without MEC-ing the policy
What is the "guideline annual premium"
This leadership principle helps create culture and duplication by reinforcing what you want repeated.
What is "EPR: Encourage, Praise, Recognize"
The minimum standard for points per licensed agent
What is "10,000pts"
The average income of agents that have been full time for 8-10yrs
What is $750,000
The first academy licensed agents join
What is "CFT Academy"
This FIA rule allows penalty-free access to a portion of your account value each year, even during the surrender period.
What is a "free withdrawal?"
The 4 academies designed for developing field leaders
What are "CFT, EFT, Next Generation Academy, & Leadership Syndicate
The secret to the business
What is join and don't quit
The requirements for the SMD promotions (WFG rules)
What is "75,000pts, 10 licensed agents, $50,000 cashflow, 1 MD"
The 6 steps of our business
What is "Prospect, Approach & Contact, Presentation, Follow up, Start up, Duplication"