CFT STUDY GUIDE QUESTIONS AND ANSWERS ALL CORRECT
What is the most important step to focus on in the first 30 days after joining PFA? - Answer-Learning about the company, products and industry through proper field trainings; and get licensed and appointed.
What is 5/5/30? - Answer-5 recruits a...
What is the most important step to focus on in the first 30 days after joining PFA? -
Answer-Learning about the company, products and industry through proper field
trainings; and get licensed and appointed.
What is 5/5/30? - Answer-5 recruits and 5 submitted sales mim 15,000 points in first 30
days, each recruit and sale must be from a different household and the sales must be
eventually issued, paid, and delivered to count.
Which is the best market to focus on setting up sales appointments with during the first
30 days? - Answer-Warm Market
Who should be your very first client? - Answer-Yourself
What is the best way to leverage third party marketing materials such as the Cause or
the Tax Free Retirement book? - Answer-Give it to your prospect as a gift
Of the following choices, which would be the best place to set up a 1-1 appointment to
talk about the PFA opportunity? - Answer-Your office
, Where is the best place to set up the appointment for the product? - Answer-Client's
house
Which is the most important step in setting up appointments for the opportunity or
product? - Answer-Edify your CFT to your client or prosect
If the potential clients is married, conduct the presentation? - Answer-For both the
husband and wife because they should listen together
What is the most important thing to do after you deliver a policy to the client? - Answer-
Recap the product sold throughly, ask fro referrals, invite them to the FOS, and setup
ongoing client relationship building and support.
What are the requirements to become a Licensed Field Trained Recruit (LFTR)? -
Answer-Complete 3 training sales of minimum 9,000 points
After becoming a LFTR, what are the 3 additional requirements to become a certified
Field Trainer (CFT)? - Answer-Complete 6 supervised sales (each must be from
different households) of minimum 18,000 points, complete the CFT certification course,
pass this CFT exam, know how to conduct FOS and sales presentations, and get
signed off on by your up-line QFD
What is a Scenario of Disaster when prospecting? - Answer-Give every little detail and
talk more instead of listening more
Who are your best prospects for the PFA business? - Answer-People who are open-
minded, have a stable career, ambitious, coachable, and a balanced-ego with a good
attitude
Which of the following is NOT a major difference of PFA from other brokers? - Answer-
We sell life insurance and fixed annuities
One of the greatest benefits of working in PFA is the CFT program. Who should assign
the CFT to the trainee? - Answer-The upline QFD or the upline CFT of the trainee who
should assign a CFT with the best interest of the trainee in mind
Is life insurance an investment? - Answer-Yes
How does PFA treat outside business activities and cross recruiting? - Answer-PFA
allows outside business activities as long as these activities DO NOT adversely affect or
compete with PFA or its preferred product providers. All outside activities must be
disclosed and approved by PFA.
PFA does not allow cross-recruiting under any circumstances
The benefits of buying summaries with Stuvia:
Guaranteed quality through customer reviews
Stuvia customers have reviewed more than 700,000 summaries. This how you know that you are buying the best documents.
Quick and easy check-out
You can quickly pay through credit card or Stuvia-credit for the summaries. There is no membership needed.
Focus on what matters
Your fellow students write the study notes themselves, which is why the documents are always reliable and up-to-date. This ensures you quickly get to the core!
Frequently asked questions
What do I get when I buy this document?
You get a PDF, available immediately after your purchase. The purchased document is accessible anytime, anywhere and indefinitely through your profile.
Satisfaction guarantee: how does it work?
Our satisfaction guarantee ensures that you always find a study document that suits you well. You fill out a form, and our customer service team takes care of the rest.
Who am I buying these notes from?
Stuvia is a marketplace, so you are not buying this document from us, but from seller victoryguide. Stuvia facilitates payment to the seller.
Will I be stuck with a subscription?
No, you only buy these notes for $13.49. You're not tied to anything after your purchase.
