



Class 5
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The Follow-Up Interview
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The Start-Up Session
Class Content & Materials
Class Content & Other Tools:​
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Click here to download the Class 5 - the Follow-Up Interview Presentation PDF
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Click here to download the Follow-Up Interview "Cheat Sheet/Script"
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Click here to download the Class 5 - the Start-Up Presentation PDF​​
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Click here to download the Start-Up/Fast Start "Cheat Sheet/Script"
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Class Bonus Material:
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Transamerica
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Click here to download the IUL Overview video from Transamerica.
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Click here to download the Financial Glossary from Transamerica.
Pacific Life
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Click here to open the the Agent Central platform from Pacific Life.
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Click here to open the WFG Training Center fomr Pacific Life.
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Click here to download the IUL Overview video from Pacific Life.
Nationwide
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Click here to open the the Agent Central platform from Nationwide
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Click here to download the IUL Overview video from Nationwide.
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Click here to open the WFG On-Demand Training Video platform from Nationwide.
AMS​
Everest
CFT Class 5 Project

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Attend a minimum of 2 Trainings per week.
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)
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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!​​​
CFT Plus Class 5 Project

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Attend a minimum of 2 Trainings per week.
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.​​
​​​
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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!