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TEXAS Elite Circle VII Orientation Class Feb , 2013

TEXAS Elite Circle VII Orientation Class Feb , 2013. History of Elite Circle. Originated in 1995 as . . . “THE FIREBALL TEAM” In the Anaheim Office: Started APRIL 1997 EXPLOSION in 1996 and 1997 Elite ACADEMY in 2005 - 2007 Elite CIRCLE FEB. 2008 - APR. 2009

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TEXAS Elite Circle VII Orientation Class Feb , 2013

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  1. TEXASElite Circle VII Orientation Class Feb , 2013

  2. History ofElite Circle • Originated in 1995 as . . . “THE FIREBALL TEAM” • In the Anaheim Office: • Started APRIL 1997 • EXPLOSION in 1996 and 1997 • Elite ACADEMY in 2005 - 2007 • Elite CIRCLE FEB. 2008 - APR. 2009 • Elite CIRCLE PHASE 1 MAY 2009 – SEPT. 2009 • Elite CIRCLE PHASE II SEPT. 2009 To Current • EC Spread to East Coast SEPT. 2009 • EC Spread to Texas JAN. 2010

  3. Successes of TX EC • $1,000,000 Ring Earner • $100,000 Ring Earners • $50,000 Watch Earners • Expansion in many New Offices • Promotions: • SMD • MD • SA • Tahiti Winners • Hawaii Winners • Cancun Winners • Saint Martin

  4. Purpose of Elite Circle Create a Solid foundation for building SUCCESS ! Build New Leaders so that TEAMS will come. Build inter-dependent business Leaders. Move to the next level - • Elite Trainer • SMD, EMD, CEO • Qualify for CEO Club This is CEO-To-Be In Training ! You will be trained by CEO’s and above to become a CEO When this class is done, you will have all the Foundation you need to become a Base shop Builder. The only thing standing in your way from becoming a CEO-MD: ACTIONS

  5. Elite Circle Code of Conduct HIGH STANDARDS, HIGH EXPECTATIONS • No excuses, not even if you are sick!!! • Life is tough !!! • Only results count !!! MINDSET Do not depend on your Upline! Do not disrespect your leader! Do not depend on your Downline! You are IT! Always compete to be #1 Note: There will be call out opportunities to challenge any Elite member after each session. Winner will win points from competitor. TEAM SPIRIT Standing ovation for Elite circle teammates. Elite Material and/or Details will not be disclosed under any circumstances outside the Elite Team/Class

  6. Expectationsof Elite Circle A Total Classes of 6 sessions scheduled approximately every three to four weeks on Saturdays from 12:00pm until… the training is complete We will travel to other locations for some sessions. At least 2 sessions will be out of town, HOUSTON, DALLAS or AUSTIN, SAN ANTONIO and possibly require a Saturday night stay over. Roll call will be done before and after all classes, including orientation.

  7. Expectationsof Elite Circle • Learn / Perform • Abide by EC Rules/Guidelines • Have 1 new Elite Replacement Qualifier from your team by 4th class. • Elite Replacements must be activein the Business! • License by Graduation. You Must be Life Licensed/attempt to take exam by Class # 4 or (–1) PT. Rule of 72 appliesfor point deductions on each sessionthereafter.

  8. TX Elite Circle viIAgenda Schedule for Elite Circle Sessions: Class 1: Sat., 3/09/13 Rob Day @ 12:00 pm Houston Class 2: Sat., 3/30/13 Secret Santa @ 12:00 pm Dallas Class 3: Sat., 4/20/13 ZuliZhong @ 12:00pm S. Antonio Class 4: Sat., 5/11/13 Terresa Wang @ 12:00pm Houston Class 5: Sat., 6/01/13 Paiyen Chung @ 12:00pmAustin Class 6: Sat., 6/22/13 Secret Santa @ 12:00pm Dallas *Agenda are subject to change.

  9. GRADUATION REQUIREMENTS • All Cadets start Elite CIRCLE with 6 Points. • You earn or lose points along the way and are ranked accordingly… • Note 1: There will be a quiz at the beginning of every class and a Final in Session 6. • Note 2: You must Pass the Final Exam in order to graduate! • 3) Must beLife Licensed on or before graduation day!

  10. GRADUATION REQUIREMENTS Graduation Categories: MVP – Wall Street Bull Award - The #1 Cadet - End class 6 with min 5+ PT’s - Have an Elite Replacement (paid and qualified) - Double Digit Baseshop Recruit (DDR) - Build a New 3 deep leg since class 1 * Will receiveElite Circle Graduate Shirt & MVP Diploma. Cadet 1 2 3

  11. Graduation Requirements Diploma with Honors - End class 6 with min 5+ PT’s - Have an Elite Replacement (paid and qualified) - Double Digit Baseshop Recruit * Will receive Elite Circle Graduate Shirt & Diploma with Honor. Certificate of Completion: -The remaining Cadets with any point left will graduate with Certificate of Completion *Rules, Guidelines, & Requirements may change at any time during the course.

  12. 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.

  13. Rules and Guidelines Spouse/Significant Other Role: • Definition of Spouse/Significant Other: Husband/wife, boyfriend/girlfriend. (Brother/sister, Son/Daughter etc… do not count) • If both spouse/significant other qualifies with the guidelines (5 Points), both must submit separate Registration Form along with their separate registration fee. • 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.

  14. Rules and Guidelines • 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

  15. Rules and Guidelines • Bonuses: • - Personal Promotion: Associate(+5pts), SA(+10pts), • MD (+15pts), SMD (+25pts). • - Baseshop Promotions: • Associate (+2pts), SA (+4pts), MD (+7pts), SMD (+12pts) • Note that only the first direct uplinewho is in EC of the promoted associate will receive the bonus. • Example: D is promoted. C and B and A are Upline’s. But only B and A 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.

  16. Rules and Guidelines • • 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

  17. Rules of Engagement for callouts (challenges) • Any Elite Cadet may call out any one in the class. • Challenging Cadet will choose a category to compete in: • Recruits ( 2 pts) • Sale ( 1 ptper Application with the exception of ½ ptfor Term Application) • Overall points (Recruits and Sales Combine) • The Cadet who gets challenged may decline the challenge. However, Cadets may only decline twice. Cadet’s must accept the 3rd Challenge issued. • If the Cadet does not like the category in which they are being challenged, they can counter challenge with his or her chosen category. • 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. .

  18. Automatic Disqualification Elite Circle • Automatic Disqualification: • Absent Graduation Day • Cheating on Homework, Quizzes, or Final Exam • Negativity (Upline, sideline, etc.) • Absent for 2 sessions • “0” PT’s • Discussing the material or detail of Elite Circle, in any degree, to any person outside the Elite Circle Team.

  19. Homework Rules • 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. • No credit for personal sales (selling to yourself.) Personal sales count for upline only. • 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! • However you can split the points (50/50) • (Non-licensed Cadet (trainee) must have their sale proof signed by their MD) • All homework and qualifying documents must be accompanied by required proofs at the time of submission to the homework team at your local office.

  20. Homework Rules • 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. • Incomplete or late delivery of proof will not be counted! • All homework turned in on or before 7:00pm on Thursday the of week of class. • Cadet must submit proof in person/Fax/email to the local Homework Team! • Homework Team must report the number of points to Accountability team by 7:00 pm Friday before the next class. • 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

  21. Registration Guidelines Registration Fees: • Qualifiers must submit $125 registration feeto their SMD one week before Class 1. • Wild Cards must submit $150.00 registration fee. • Note: Wild Card must have minimum 3 out of 5 qualifications: (M.A.C.H.O) • Supporting spouse attending class - $25 additional fee. • Elite Circle will only accept SMD’s check with Qualification and Wild Card registration form. Both must be completely filled with proof attached. • Deadline for SMD to submit the Registration forms is Wed. before Class 1to Grace Hu by Fax/email • SMD must submit Registration Fee to the EC Accountant, Grace Hu, by 12:00pm Saturday Class 1. NO exceptions! • If registration is late or incomplete, a $25 fine will be imposed to the Cadet

  22. Registration Guidelines *All collected registration fees will be used towards the class expenses: • Food - Dinners • Recognition Awards (Diplomas, MVP award, etc.) • 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.

  23. Materials Required Elite CIRCLE VII– TX • MATERIALS MUST BE WITH YOU AT ALLCLASSES • Name Tag ( provided at Class 1) • WFG/Team Logo shirt (Minimum of Collars/Polo shirt) • Current Top 25 Prospect List. (new list for each class session) • 5-Subject Spiral Notebook (5 Star Mead) • (2) Red Felt Tip Pens (Papermate with White X on Cap) • (2) Black Ink WFG/Transamerica Pens • 1.5 Inch View Binder (3-ring) • (1) set of 8 Multicolor-Tab Dividers • Current Business Plan • Business Format System Manual (Old or new version will be accepted) • Copy of the Protocols and Rules and Guidelines

  24. EC VII – TX Class Flow

  25. Materials Required Elite CIRCLE VII– TX • 12. Your Current Organizational Chart • (highlight in yellow any new recruit since Orientation Class Feb 9.) • 13. Books/Kindle:Everyone Communicates, Few Connect – John Maxwell • (No Audio or phone Kindle version) • Materials will be check at entrance at beginning and during all classes • *** (-½) PT for any missing materials

  26. Elite ADVISOR TEAMS Elite CIRCLE VII – 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.)

  27. Elite ADVISOR TEAMS Elite CIRCLE VII – TX • Accountability AVISOR TEAM • 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.

  28. Elite ADVISOR TEAMS Elite CIRCLE VII – TX • 3. Homework ADVISOR TEAM • 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 • 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).

  29. Elite CIRCLE VII– TX The Fastest Shortcut Is… to doitRight the First Time !!

  30. Elite ADVSOR TEAMS Elite CIRCLE VII– 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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