1. Standard

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1. Standard
Team Standard & Promotion
Guideline
For Jane Fu, Ying Lin, Jojo Zhou & Anna Li’s SMD team
-------2013------
Internal Team Training Only
Build a healthy team culture
1. Standard
Standard 1: New Member

New member gets 3-3-30 before getting
the license

It is recommended that new member gets
10-10-30 before getting the license
Standard 2: Promotion

Every level of promotion requirements listed are the
minimum requirements and must be met or exceed

For SMD promotion, the upline SMD should trust and
support the potential SMD, but let the potential SMD
run for promotion independently.
Standard 3: Inside Baseshop
◦ A/SA/MD level leaders:
 do not complain about insufficient support from your leader
 Stand up and be a leader yourself
◦ SA/MD level leaders:
 do not shield team
 Edify SMD
 Build multi-level leadership
◦ SMD Baseshop:
 Double digit monthly recruits
 50K monthly points
 Double digit BIG event attendees
Standard 4: Leadership

Take early leadership
◦ Never wait for anybody, take initiative to:
 own office
 buy equipment
 provide team training, host team meeting, organize BPM/events,
monitor team activities/achievements/awards/promotions
◦ You do it first ---- before you ask other people to do the
same:
 YOU prospect, YOU recruit, you sell, YOU show up on time,
YOU dress up professionally, YOU respect the rules/standards, etc.


Go extra miles on effort, step back on conflict
Always stay positive and humble:
◦ Never say other teams are not as good
◦ Never say you are better
II. Team Promotion Guideline
General Guideline
WFG rules are necessary
 ½ rule applies to any SA and SA above promotions

◦ Current WFG ½ rule in Field Manual: “No more than half (1/2) Net points
can be personal and one-half (1/2) or less net points can be from any other leg”
Committee’s Note:
 “Half net points” means “Half net points necessary for the
promotion”

◦ Example: Joe ran for MD promotion (40k points in 3 month). Joe
did 100k personal points in 3 month, but only 20k will count.

How to calculate points (pts):
◦ Trainee already has license: Count WFG online points only.
◦ Trainee has no license: SMD control; all split points count 100%:
 Example: Mike has no license but referred a sale, total referral points count
to Mike no matter who split the case.
Building Your Business
Through Promotion
Executive
SMD(65%)
MD(50%)
SA(45%)
A(35%)
TA(25%)
Building Your WFG Business
Associate Promotion
Associate Promotion:


WFG: Rolling 3 months 20K net pts
Or: 30K for accumulation Net points with 3 recruits
since joined

or: Any rolling 30 days with personal efforts: 3-3-30 w/
min 6K pts
◦ Define: 3-3-30, personal pts and recruits
**If Associate doesn’t have license, we count for full points, if
Associate got license, we base on company’s online points**
Senior Associate Promotion
WFG: 4 licensed downlines, plus: Rolling 3 months 30K
net points with 3 direct Associate, 1/2 rule apply
 Or Any rolling 30 days: 10-10-30 with min 20K net pts

◦ Define: 10-10-30, team points and team recruits, ½ rule apply
to both points and recruits
Or 4 licensed downlines, rolling 3 month 30K net
points, with 3 legs, each should have a licensed person
or an associate. In this case, personal points can count
100%, any leg can contribute ½ at most.
 Or 4 licensesd downlines, 40K points since joined, 1/2
rule apply for both points & recruits

**If Senior Associate doesn’t have license, we count for full
points, if Senior Associate got license, we base on company’s
online points**
Marketing Director Promotion
Must personally have at least one license.
Must be able to independently recruit and produce.
At least 5 life licensed people in the team plus:
WFG: Rolling
3 months 40K net pts with 2 SA legs or 3 Associate legs,
or
Any
rolling 30 days based on team efforts: 25-25-30 with min 50K pts
and with ½ rule on both points and recruits
or
Rolling 3 months 50K net points with 3 legs, each should have a
licensed person or an associate. In this case, personal points can count
100%, any leg can contribute ½ at most
Industrial
agents with $50K+ cash flow are treated as special cases by
WFG, and get MD contract without other qualifications.
Senior Marketing Director
Promotion

Follow WFG Guideline plus

Note:
◦ Cash flow: $50,000 minimum in rolling 12 month
◦ Dual licenses are required
◦ Two strong legs are required (Strong leg: 4 level deep
with a leader who can do recruiting and sale
independently)
◦ Independent SMD run, a pride of a lifetime!
◦ Best leg shall be replaced.
◦ Once promoted, the replacement leg becomes a sideline
of the new SMD. The new SMD shall treat the replacement
leg the same way he/she works with other sidelines.
◦ **MD of Industrial Agent can not be counted for a MD leg
until one year of proof performance in WFG.
Special treatment of SMD run by
Husband and Wife

SMD promotion run supported by spouse:
◦ Promoted SMD cash flow min. $35,000 in rolling 12
months
◦ Total cash flow from the couple min. $50,000 in rolling
12 months
◦ No more than ½ promotion points from the total of
couple’s personal
◦ Replacement leg can be all of the legs of supporting
spouse, the spouse will go back to promoted SMD
Executive Marketing Director (Level
65)

Rolling 6 Months
◦ 3 Direct SMD Legs
◦ 500K Superbase

Rolling 12 Months
◦ 3 direct SMD Legs
◦ 750K points Superbase
CEO Marketing Director (Level 70)

Rolling 6 Months
◦ 6 Direct SMD legs
◦ 1 Million Base

Rolling 12 Months
◦ 6 Direct SMD Legs
◦ 1.5 Million base
Executive Vice Chairman (Level 87)

Rolling 6 Months
◦ 9 Direct SMD Legs
◦ 1.5 Million base

Rolling 12 Months
◦ 9 Direct SMD Legs
◦ 2.25 Million base
Supervisory Overrides
Position Variable
 Branch Office Supervisor 1.25
 Branch Office Manager 5.5
 OSJ Manager 1
 Total Supervisory Override 7.75

Generational Overrides
Level Basis Points: Fixed Other Variable
 1st Generation
17
12
10
 2nd Generation
8
6
5
 3rd Generation
5
4
3
 4th Generation
3
3
2
 5th Generation
2
1.5
1
 6th Generation
1
1
.5


Total Generation Override 36
27.5
21.5
Rule & Standard are work for us
to build a strong team
-Following the rule, step to the right way to success in
this business
See you at top!

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