Products/Concepts
Cash value life insurance designed for a child
What is a million dollar baby
This is what your team copies more than your words.
What is Actions
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 commissions, promotions, bonuses, and contract levels.
What are points?
F.O.R.M
What is Family, Occupation, Recreation, Motivation
This rule estimates how long it takes money to double.
What is "The Rule of 72"
When leaders always shows up to everything they promote, personally recruits and personally produces before expecting it from their team?
What is leading by example/ Do it first leader
The average points per client
What is "3,000-5000
What are the 2 main positions in our company
What is an SMD, SMD in training
When you get your business partner a new business partner
What is Taproot
What are all the benefits inside a term LB
What is critical, chronic, terminal, death
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 new business partner (Personal)
What does SYSTEM stand for
What is SAVE YOURSELF TIME ENERGY MONEY
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 gets repeated.
What is "EPR: Encourage, Praise, Recognize"
The minimum standard for points per licensed agent
What is "15,000pts"
What is a Net License?
When an agent earns their 1st $1000 in WFG
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, GROW and don't quit
The requirements for the SMD promotions
What is "90,000pts, 10 licensed agents, $50,000 cashflow, "
Where is the fortune?
What is The Follow up