Transcript Document

Protocols of
Elite CIRCLE – TX
Roll Call Rule
• If you are not in your seat when we roll call, you are considered
late/absent
DRESS CODE
• Team Shirts for both qualifiers and wild cards
• Team Shirts can NOT be Tee Shirt. Polo Team shirt with collar are fine.
• Dress Sharp! – No Wrinkles or Un-tucked Shirts
• Elite Circle Name Badge
NO FOOD OR DRINKS ALLOWED
• Bottled Water is Permissible
NO IN AND OUT’s EXCEPT FOR MEDICAL CONDITIONS
• Only during 15 minute break given every 2-3 hours
SEATS ARE ASSIGNED ACCORDING TO YOUR CLASS RANK
AT EACH SESSION: Highest ranking Cadets will sit in the front rows and
the lowest ranking Cadets sit behind them.
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Spouse/Significant Other Role:
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Definition of Spouse/Significant Other: Husband/wife, boyfriend/girlfriend.
(Brother/sister, Son/Daughter etc… do not count)
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If both spouse/significant other qualifies with the guidelines (5 Points),
both must submit separate Registration Form along with their separate
registration fee.
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If spouse/significant other role is only for “Support” and not joining EC, all
activities (sales/recruits/guests) of both codes can be counted for
competing associate.
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• A Cell phone ring => (-1) pt, everyone else (-½) pt
NOTE: MD phone rings => (-2) pts
*cell phone ring penalty starts during the Elite Orientation!!!
• Texting during Class => (-½) pt
• Miss a BPM on MTW or S => (-½) pt
(Sign the Sign-In Sheet. Let us know if you have issues, exceptions must be job related)
• Attending BIG Events are Mandatory => (-2) pts
(Super Sat, Conventions, & Kickoffs, etc. => must submit proof )
• Absent 1 session => (-2) pts
**You must make up homework from the missed session on the next session to complete Elite Circle.
**You must still send in and submit homework even if you are absent in class!
• Incomplete Homework => Points deducted accordingly for each item.
• Do not respond the emails => (-½) pt
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Rules and Guidelines
Bonuses:
Bonuses are given to Elite Cadet who achieves next level of Promotion:
- Personal Promotion: Associate(+5pts), SA(+10pts), MD (+15pts),
SMD (+20pts), EMD (+25pts), CEOMD (+30pts)
- Baseshop Promotions: 50% is counted for direct up-line
Associate (+2.5pts), SA (+5pts), MD (+7.5pts), SMD (+10pts)…
Note that only the first direct upline who is in EC of the promoted
associate will receive the bonus.
Example: A, B & C are Upline’s of D who got promoted. If A & B are in EC,
The ONLY person who will receive this Baseshop Promotion bonus will
be B, not A.
- If you are awarded:
Watch ($50,000 earnings) + 5 pts.
Ring ($100,000 earnings) +10 pts.
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Rules and Guidelines
Bonuses continued:
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Recruiting Bonus (1 time qualification per category ONLY):
50% Rule – Maximum one-half (1/2) of the recruiting requirements can
come from one leg.
3 Personal Recruits in 30 calendar Days = 2 Bonus Points (For all
levels)
10 Base Shop Recruits in 30 calendar Days = 4 Bonus Points (For TAMD only! NOT for SMD)
15 Base Shop Recruits in 30 calendar Days = 6 Bonus Points (For all
Levels)
25 Base Shop Recruits in 30 calendar Days = 8 Bonus Points (For all
Levels)
35 Base Shop Recruits in 30 calendar Days = 10 Bonus Points (For all
Levels)
50 Base Shop Recruits in 30 calendar Days = 15 Bonus Points (For all
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• Less than 15 minutes late = (-½) pt
• More than 15 minutes late = (-1) pt
• Leave During Training = (-1) pt
• No Name Badge = (-½) pt
• Lose Badge = (-½) pt
• No Team Shirt = (-1) pt
• Missing Materials = (-½) pt
• Harassing Advisor, Homework or Accountability Team members in
any way = (-1) pt
• Replacement Elite must be qualified by the 4th Class (+5 pts)
or (-1) pt; 5th Class (-2) pts; 6th Class (-4) pts
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1.
Any Elite Cadet may call out any one in the class.
2.
Challenging Cadet will choose a category to compete in:
a.
Recruits ( 2 pts)
b.
Sale ( 1 pt per Application with the exception of ½ pt for Term Application)
c.
Overall points (Recruits and Sales Combine)
3.
The Cadet who gets challenged may decline the challenge. However, Cadets
may only decline twice. Cadet’s must accept the 3rd Challenge issued.
4.
If the Cadet does not like the category in which they are being challenged, they
can counter challenge with his or her chosen category.
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Winner of the Challenge takes the corresponding points from opponent’s total
current points.
If both competing Cadets are at “0” zero points during the Challenge computation,
there will be a fine of $10 to each Cadet.
All Cadets must compete at Sessions 3, 4, & 5. Cadets cannot decline the
challenges.
** All call outs will be at the discretion by CEOs’ final approval.
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Automatic Disqualification
Elite Circle
Automatic Disqualification:
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Absent Graduation Day
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Cheating on Homework, Quizzes, or Final Exam
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Negativity (Upline, sideline, etc.)
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Absent for 2 sessions
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“0” PT’s
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Discussing the material or detail of Elite Circle, in any
degree, to any person outside the Elite Circle Team.
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Paper AMA will be only accepted if there is a background problem. You will
receive credit once the person has received a code number and you show
proof of code number.
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No credit for personal sales (selling to yourself.) Personal sales count for
upline only.
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Field training sale counts ONLY FOR EITHER trainer or trainee. It can NOT
count for both if both trainer and trainee are in the same Elite class!
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However you can split the points (50/50)
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(Non-licensed Cadet (trainee) must have their sale proof signed by their
MD)
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All homework and qualifying documents must be accompanied by required
proofs at the time of submission to the homework team at your local office.
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Sales proofs require a copies of the front page of the application, client’s
check and agent report page. MUST white out client’s private information
excluding first name and agent of sales.
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Incomplete or late delivery of proof will not be counted!
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All homework turned in on or before 7:00pm on Thursday the of week of
class.
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Cadet must submit proof in person/Fax/email to the local Homework Team!
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Homework Team must report the number of points to Accountability team by
7:00 pm Friday before the next class.
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Proof of previous class homework MUST be in binder at ALL TIMES for spot
check, if proof is missing points WILL be deducted.
*Note- NO MD signatures are required on proof
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Registration Guidelines
Registration & Fees:
•All
Registration are due on Sept 3rd to SMD who must turn in their number to Grace Hu
or must pay late fee - $50
•Qualifiers
must submit $125 registration Form/Fee to their SMD by Sept. 3rd.
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Wild Cards must submit $150.00 registration Form/Fee by Sept 3rd).
Note: Wild Card must have minimum 3 out of 5 qualifications: (M.A.C.H.O)
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Supporting spouse attending class - $25 additional fee.
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Elite Circle will only accept SMD’s check with Qualification and Wild Card registration form.
Both must be completely filled with proof attached. SMD must verify accuracy.
•Deadline
for SMD to submit the Cadets’ Registration Forms by end of Sept 4th to
Grace Hu by Fax/email
•SMD
must submit Registration Fee to the EC Accountant, Grace Hu, by 12:00pm Saturday
Class 1. NO exceptions!
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Registration Guidelines
*All collected registration fees will be used towards the class expenses:
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Food - Dinners
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Recognition Awards (Diplomas, MVP award, etc.)
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Elite Circle Graduate Shirts
Note: All Qualifiers and Wildcards must attend and finish the
orientation class. Out of state qualifiers and wildcards must
participate in an approved office in that area.
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Materials Required
Elite CIRCLE VIII – TX
MATERIALS MUST BE WITH YOU AT ALL CLASSES
1. Name Tag ( provided at Class 1)
2. WFG/Team Logo shirt (Minimum of Collars/Polo shirt)
3. Current Top 25 Prospect List. (new list for each class session)
4.Your Current Organizational Chart
5. 5-Subject Spiral Notebook (5 Star Mead)
6. (2) Red Felt Tip Pens (Papermate with White X on Cap)
7. (2) Black Ink WFG/Transamerica Pens
8. 1.5 Inch View Binder (3-ring)
9. (1) set of 8 Multicolor-Tab Dividers
10. Current Business Plan
11. Copy of the Protocols and Rules and Guidelines
12. Business Format System Manual (Old or new version will be accepted)
Books/Kindle: The Power of Your Subconscious Mind – Joseph Murphy
(No Audio or phone Kindle version)
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Materials Required
Elite CIRCLE VIII – TX
12. Your Current Organizational Chart
(highlight in yellow any new recruit since Class 1.)
13. Books/Kindle: From Good to Great – Jim Collins
(No Audio or phone Kindle version)
Materials will be check at entrance at beginning and during all classes
*** (-½) PT for any missing materials
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EC VIII – TX Class Flow
Class Ends
Dinner
Quiz / Break
30 Mins
Class
Homework
6:45 pm
Roll Call
Class Start
1pm
Check In
12-12:45
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Elite ADVISOR TEAMS
Elite CIRCLE VIII – TX
Accountability ADVISOR TEAM
Homework ADVISOR TEAM
Set-up/Clean up ADVISOR TEAM
This is a LEADERSHIP Building Opportunity
“Leadership By Example”
(ADVISOR TEAM CAPTAIN IS ULTIMATELY RESPONSIBLE.)
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Elite ADVISOR TEAMS
Elite CIRCLE VIII – TX
1. Accountability AVISOR TEAM
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Takes Roll Call before every session
Checks Attendance and Roster at BPM’s & Big Events
Code of Honor
Check dress code and all required materials.
Collects fines same day or latest, by next session.
Checks and updates current point balances of the class.
Communicates with Homework Advisors.
Collects Homework points from Homework Advisor Team.
2. Accountant
Balance’s Elite Circle Account (Financial Report).
***Reports current status to CEO after EVERY SESSION.
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Elite ADVISOR TEAMS
Elite CIRCLE VIII – TX
3. Homework ADVISOR TEAM
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Collect’s Homework and Check’s materials
Check’s Homework and calculates points
Submits Point Balance Reports to Accountability Team
Informs and updates class of each session’s homework through email.
4. Setup/Cleanup ADVISOR TEAM
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Responsible for Computers, Projectors, and Overhead
Supplies
Food/Logistics
Update team with next Elite class location.
Arrange for CEO travel arrangements (transportation, room and food
accommodations).
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Elite CIRCLE VIII – TX
The Fastest
Shortcut
Is…
to do it Right
the
First Time !!
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Elite ADVSOR TEAMS
Elite CIRCLE VIII – TX
As Advisor Teams We Expect only the BEST.
Teams will be Evaluated Periodically.
Evaluation @ 3rd & 6th Class.
You perform, you get bonus +1 to 3 pts!
If you don’t, you get (-1) point per occurrence.
REWARD FOR ADVISOR TEAMS
*Special Recognition at Elite Circle Graduation
*Possible Extra Credit Points based on Service Performance
*All Advisory Team Volunteers who finish up to Session 6 will be joining
the Elite Graduates with Replacements for the Graduation Dinner.
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