Class 4

Core Products
Illustrations & Recommendations

Class Bulletin Board

We are so proud of all of you. This has been an incredible class and we look forward to our next wave of CFT’s promoting out of this graduating class.

We know that CLASS 4 goes over a ton of information in a very short period of time! If you do not have access to illustration softwares yet, please get with your Team Leader or Upline SMD to have them let you use their illustration software to build the required illustrations to complete your project with the information provided in last Tuesday night training.

Some important notes for this class:

Make sure to finish reading "The Retirement Miracle" by Patrick Kelly, as you must complete the quiz over some of the material in the book.
Click here to download and complete “The Retirement Miracle” book quiz.
Just in case you forgot, please click here to download a copy of “The Retirement Miracle” book.

Class Content & Materials

Class Content & Other Tools:

Class Bonus Material:

Transamerica

Pacific Life

Nationwide

AMS

Click here to open the WFG-AMS dedicated website.

Everest

CFT Class 4 Project

Attend a minimum of 2 Trainings per week.
Click here to view our Trainings Calendar

This will deduct -1 Point per week if not completed.

Build Illustrations & Recommendations based off last Tuesday's Training (Required)

Record yourself closing the IUL illustration you build (Required)

Record yourself making the IUL 3 Circles presentation (Required)

Accumulate a total of 150 Points of Activity in your Tracker during this 2 Week Class period.

This will deduct -1 Point if not completed.

Run (sit in on) two(2) PFR Appointments.

This will deduct -1 Point if not completed.

Remember to post your CFT Daily Activity Report before midnight in our CFT Program WhatsApp channel.

Typical daily activities such as Calls, Prospects, Appointments ran, Appointments set, New Clients and New Business Partners.
This accumulates +1 Point per week!

SUBMIT YOUR CLASS PROJECT HERE OR EMAIL IT TO EACFTPROGRAMS@GMAIL.COM

CFT Plus Class 4 Project

Attend a minimum of 2 Trainings per week.
Click here to view our Trainings Calendar

This will deduct -1 Point per week if not completed.

Assist Accountability Team with Illustration and case design (Required)

Regrade 1 on 1 Presentations from assigned Participants that did not pass (Required)

Accumulate a total of 200 Points of Activity in your Tracker during this 2 Week Class period.

This will deduct -1 Point if not completed.

Run two(2) PFR Appointments.

This will deduct -1 Point if not completed.

BONUS: Accumulate +2 Points for completing 5-5-30 from CLASS THREE - CLASS FIVE.

Remember to post your CFT Daily Activity Report before midnight in our CFT Plus Program WhatsApp channel.
Typical daily activities such as Calls, Prospects, Appointments ran, Appointments set, New Clients and New Business Partners.

This will accumulate +1 Point per week!

SUBMIT YOUR CLASS PROJECT HERE OR EMAIL IT TO EACFTPROGRAMS@GMAIL.COM