Promotion GuidelinesPromotion Guidelines

Internal Training OnlyInternal Training Only

Building Your Business Building Your Business Through PromotionThrough Promotion

TA(25%)

A(35%)

SA(45%)

MD(55%)

QMD(65%)

Building Your WFG Business

Executive

Associate Associate PromotionPromotion

• 3 Direct TA3 Direct TA

YOU

TA TATA

20,000 points

• 20,000 Cumulative Team 20,000 Cumulative Team PointsPoints

Senior Associate (SA) Senior Associate (SA) PromotionPromotion• 3 Associate Legs3 Associate Legs

60,000 points

• 60,000 Team Points60,000 Team Points

YOU

TATA TA

A

TATA TA

A

TATA TA

A

TA

Marketing Director (MD)Marketing Director (MD)

• Team Structure:Team Structure:3 associate legs3 associate legs

• Licenses in Team:Licenses in Team:6 life or securities licensed members6 life or securities licensed members

• Points (1/2 – 1/3 Rule):Points (1/2 – 1/3 Rule):60,000 team points in rolling 3 months60,000 team points in rolling 3 months

Qualified Marketing Director Qualified Marketing Director (QMD)(QMD)

• Team Structure:Team Structure: 2 direct MDs2 direct MDs oror 2 direct SAs2 direct SAs oror 1 direct MD & 2 direct associates1 direct MD & 2 direct associates oror 1 direct SA & 2 direct associates 1 direct SA & 2 direct associates

• Licenses in Team:Licenses in Team: 10 life licensed Associate or10 life licensed Associate or Securities Registered RepresentativeSecurities Registered Representative

• Points (1/2 – 1/3 Rule):Points (1/2 – 1/3 Rule): 90,000 Team Points in Rolling 3 Months or90,000 Team Points in Rolling 3 Months or

• Exchange LegExchange Leg 270,000 Team Points in Rolling 12 Months270,000 Team Points in Rolling 12 Months

YOU

SA AAMD MD

YOU

SA SA

YOUYOU

MD AA

Senior Associate (SA) Senior Associate (SA) PromotionPromotion• 3 Associate Legs3 Associate Legs

• 60,000 Team Points in Rolling 3 60,000 Team Points in Rolling 3 MonthsMonths

• 3 Associate, or 3 licenses, or 3 Associate, or 3 licenses, or combinationcombination• 40,000 Team Points in Rolling 3 40,000 Team Points in Rolling 3 MonthsMonths

Marketing Director (MD)Marketing Director (MD)• Team Structure:Team Structure:

3 associate legs3 associate legs

• Licenses in Team:Licenses in Team:6 life or securities licensed members6 life or securities licensed members

• Points (1/2 – 1/3 Rule):Points (1/2 – 1/3 Rule):60,000 team points in rolling 3 months60,000 team points in rolling 3 months

50,00050,000

Marketing Director (MD)Marketing Director (MD)• Team Structure:Team Structure:

3 associate legs, or3 associate legs, or

• Points (Points (1/2 Rule1/2 Rule):):60,000 team points in rolling 3 months60,000 team points in rolling 3 months

2 As & 1 license, or2 As & 1 license, or1 A & 2 licenses1 A & 2 licenses

Qualified Marketing Director Qualified Marketing Director (QMD)(QMD)

• Team Structure:Team Structure: 2 direct MDs2 direct MDs oror 2 direct SAs2 direct SAs oror 1 direct MD & 2 direct associates1 direct MD & 2 direct associates oror 1 direct SA & 2 direct associates 1 direct SA & 2 direct associates

• Licenses in Team:Licenses in Team: 10 life licensed Associate or10 life licensed Associate or Securities Registered RepresentativeSecurities Registered Representative

• Points (1/2 – 1/3 Rule):Points (1/2 – 1/3 Rule): 90,000 Team Points in Rolling 3 Months or90,000 Team Points in Rolling 3 Months or

75,00075,000

The Champion’s The Champion’s PathPath

Associate Promotion: 3-3-30Associate Promotion: 3-3-30

3 direct recruitsObserved 3 completed WFG Financial Strategies(3 cases, 6K+points total

30 days

3 30 3

Personal

SA Promotion: 10-10-SA Promotion: 10-10-3030

10 recruits Observed 10 completed WFG Financial Strategies(10 cases total 20K+ points)

30 days

10 30 10

Minimum 20k total, one leg counts at most 70%

MD Promotion: 25-25-MD Promotion: 25-25-3030

25 recruits Observed 25 completed WFG Financial Strategies(25 cases total 50K+ points

30 days

25 30 25

Minimum 50k total, one leg counts at most 70%