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Build Your Skills. Build Your Team. Build Your Business.
A clear path from getting started to building a large organization.
Click on each level to see requirements for advancement
Click any level to view detailed requirements
Level 1
Representative
25%Level 2
Senior Representative
35%Level 3
District Leader
50%Level 4
Division Leader
60%Level 5
Regional Leader
70%Level 6
Senior Regional Leader
80%Level 7
RVP
110% + Potential BonusLevel 8
SVP
110% + Potential BonusLevel 9
NSD
110% + Potential BonusLevel 10
SNSD
110% + Potential BonusEach level represents growth, income, and leadership opportunity. Know where you are. Know your next step.
Build your credentials. Expand your opportunities.
Life License
Start
SIE
Securities
Series 6
Investments
Series 63
Uniform
Next, Choose Your Specialization Path
Leadership Path
Series 26
Build and lead teams
Advising Path
Series 65
Advise on investments
Mortgage Path
Mortgage License
Offer mortgage products
Licenses expand your capability, income, and leadership opportunities.
Income-based achievements show your growth and consistency
RVP
Regional Vice President milestone
50K Watch
$50k income in rolling 12 months
$100k Ring
$100k income in rolling 12 months
Diamond Levels
Add another diamond to your ring every time your income crosses another $100k in a rolling 12 months
Ownership
Own your business at 300k in income
Ruby Ring
$1,000,000 income in rolling 12 months
Income milestones reflect consistency and growth over time.
These attributes multiply your results at every level
Develop these attributes at every level to accelerate your path to the top.