Internal Training Only Promotion Guidelines Internal Training Only

Building Your Business Through Promotion Executive QMD(65%) MD(55%) SA(45%) A(35%) TA(25%) Building Your WFG Business

Associate Promotion 3 Direct TA 20,000 Cumulative Team Points YOU TA

Senior Associate (SA) Promotion 3 Associate Legs 60,000 Team Points 60,000 points YOU TA A TA

Marketing Director (MD) Team Structure: 3 associate legs Licenses in Team: 6 life or securities licensed members Points (1/2 – 1/3 Rule): 60,000 team points in rolling 3 months

Qualified Marketing Director (QMD) Team Structure: or 2 direct SAs 2 direct MDs or 1 direct MD & 2 direct associates or 1 direct SA & 2 direct associates Licenses in Team: 10 life licensed Associate or Securities Registered Representative YOU MD A MD YOU YOU SA A SA YOU Points (1/2 – 1/3 Rule): 90,000 Team Points in Rolling 3 Months or 270,000 Team Points in Rolling 12 Months Exchange Leg

Senior Associate (SA) Promotion 3 Associate Legs 60,000 Team Points in Rolling 3 Months 3 Associate, or 3 licenses, or combination 40,000 Team Points in Rolling 3 Months

Marketing Director (MD) Team Structure: 3 associate legs Licenses in Team: 6 life or securities licensed members Points (1/2 – 1/3 Rule): 60,000 team points in rolling 3 months 50,000

Marketing Director (MD) Team Structure: 3 associate legs, or 2 As & 1 license, or 1 A & 2 licenses Points (1/2 Rule): 60,000 team points in rolling 3 months

Qualified Marketing Director (QMD) Team Structure: or 2 direct SAs 2 direct MDs or 1 direct MD & 2 direct associates or 1 direct SA & 2 direct associates Licenses in Team: 10 life licensed Associate or Securities Registered Representative Points (1/2 – 1/3 Rule): 90,000 Team Points in Rolling 3 Months or 75,000

The Champion’s Path

Associate Promotion: 3-3-30 3 direct recruits 30 days Observed 3 completed WFG Financial Strategies (3 cases, 6K+points total Personal

SA Promotion: 10-10-30 10 30 10 recruits 30 days Observed 10 completed WFG Financial Strategies (10 cases total 20K+ points) Minimum 20k total, one leg counts at most 70%

MD Promotion: 25-25-30 25 30 25 recruits 30 days Observed 25 completed WFG Financial Strategies (25 cases total 50K+ points Minimum 50k total, one leg counts at most 70%