1. Internal Training Only
Promotion Guidelines
Internal Training Only

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

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

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

5. 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

6. 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

7. 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

8. 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

9. 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

10. 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

11. The Champion’s Path

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

13. SA Promotion: 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%

14. MD Promotion: 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%