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Class 5

  • The Follow-Up Interview

  • The Start-Up Session

CFT Class 5 Project

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

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  • Send us your Professional Headshot and be sure to send it 3 days before Class 6 (Required)

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  • Send us your Professional Bio and be sure to send it 3 days before Class 6 (Required)

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  • Record a mock Follow-Up Interview and send it to your Team Leader and upline MD/SMD (Required)

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  • Record a mock Start-Up Interview and send it to your Team Leader and upline MD/SMD (Required)

 

  • Get 1  Personal Recruit​​​

This will accumulate +1 per new personal recruit.

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  • Submit 2 New Applications (Term / IUL / Everest / FIA)

This will accumulate +1 for every 2 applications submitted.

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  • 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.​​

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  • 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!​​
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CFT Plus Class 5 Project

This will deduct -1 Point per week if not completed.
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  • Grade assigned Teammates IUL recordings (Required)

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  • Give feedback on assigned Teammates recommendations 3 days before Class 6 (Required)

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  • Send us your Professional Headshot and be sure to send it 3 days before Class 6 (Required)

​​

  • Send us your Professional Bio and be sure to send it 3 days before Class 6 (Required)

​

  • Get 1  Personal Recruit​​​

This will accumulate +1 per new personal recruit.

​

  • Submit 3 New Applications (Term / IUL / Everest / FIA)

This will accumulate +1 for every 3 applications submitted.​​

​​​

  • Accumulate a total of 300 Points of Activity in your Tracker during this 2 Week Class period.

This will deduct -1 Point if not completed.

​

  • 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!

THIS IS INTENDED FOR TRAINING PURPOSES & INTERNAL USE ONLY.
DO NOT SHARE WITH THE GENERAL PUBLIC!

Eagle Academy and its programs are a training licensed professionals only platform that is comprised of individuals associated with World Financial Group Insurance Agency, LLC and World Financial Group, Inc., but it is not an affiliated company of World Financial Group, Inc., WFGIA, (In California dba World Financial Insurance Agency, LLC.), World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc. nor WFG Insurance Agency of Puerto Rico, Inc. (collectively referred to as “WFG”).

These agents offer insurance products through World Financial Group Insurance Agency LLC., World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. – collectively WFGIA.

WFGIA Headquarters: 6400 C Street SW, Cedar Rapids IA 52499. Phone: 770.453.9300.

Tax and Legal Disclosure Neither World Financial Group nor its agents may provide tax or legal advice. Anyone to whom this material is promoted, marketed, or recommended should consult with and rely on their own independent tax and legal professional regarding their particular situation and the concepts presented herein.

SUCCESS / RESULTS FOOTNOTE:
Many people have experience various levels of success with World Financial Group. However, each individual’s experiences may vary. This statement is not intended to nor does it represent that any individual results are representative of what all participants achieve when following the World Financial Group system

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