EC Homework and Procedure
EC Homework Admin Team
Preparation
For Elite Circle Internal Training Only
Protocol
For Elite Circle Internal Training Only
EC Class Procedure
+6
-10
-7
Graduation�at least +0.25 points
Homework
Recruit: +2/1�Sales: +0.5/1/2
Bonus
Promotion�Cash flow
-9
Class 1 & 2
Class 3
Class 4
Class 5
Date and location of each class will be announced on the website: www.eastcoastec.com
Attend BPM every week: each class +1
Book reading: each class +0.5
Register next convention/event: +2
For Elite Circle Internal Training Only
How to Calculate Your Score
Ranking Homework=(Sales+Recruit )only
Total score= Any homework submitted late or after the ranking period will not count toward ranking points. It will only be added to the total points.
For Elite Circle Internal Training Only
EC-30 Homework Timeline
Class 1&2
March 7&8�2026
Class 3
April 12
2026
Class 4
May 16
2026
Class 5
June 6
2026
Homework 1&2 ranking period:
1/1/2026 - 3/3/2026
Homework 3 ranking period:
3/4/2026 - 4/8/2026
Homework 4 ranking period:
4/9/2026 - 5/12/2026
Homework 5 ranking period:
5/13/2026 - 6/2/2026
Jan 1, 2026
EC-30 homework (sales and recruit): 1/1/2026 - 6/6/2026
6/2/2026 Tuesday last day for call out 2 and ranking score.
ranking cut-off:
The Wednesday night before EC class weekend
buffer
buffer
buffer
ranking cut-off:
The Wednesday night before EC class weekend
ranking cut-off:
The Wednesday night before EC class weekend
For Elite Circle Internal Training Only
Homework Timeline Example Explained:
Class 1&2
Sep 1/2, 2024
Homework 1&2 ranking period:
8/1/2024 - 8/28/2024
Homework 3 ranking period:
8/26/2024 - 10/2/2024
Aug 1, 2024
ranking cut-off:
The Wednesday night before EC class weekend
buffer
For sales/recruits during the period (8/1/2024 - 8/28/2024), if the cadets submitted the homework by the deadline 8/28, the sales/recruits points will be counted for both Ranking Score and Total Score.
For the sales/recruits made very closed to the deadline, we gave about 3~5 days buffer period. The points are still counted for both Ranking Score and Total Score.
Total Score: the cadets need to maintain >0 total score to attend the EC class.
Ranking Score: used for call-out, MVP, graduate with honor and EC ranking
For Elite Circle Internal Training Only
EC Homework
| Life Insurance | Annuity, CareMatters, and Mutual Funds | |
Initial deposit with the application? | With initial deposit and advanced commission | No Initial deposit, no adv commission | N.A. |
When to submit homework? | At application date | When policy approved and issued with paid premium | after funds transfer finished and policy issued. |
Proof of sales:�business pending page | Yes | No | No |
Proof of sales: Business issued and delivery | - | Yes | Yes |
Proof of sales: Commission statement | Yes | Yes | Yes |
Proof of sales:�Policy history report | Yes | Yes | Yes |
For Elite Circle Internal Training Only
Homework - Sales
IRA
TERM�IUL
Annuity
…
Trainer�(writing agent)
Trainee�(splitting agent)
Client
Referral�(no license)
Writing Agent:
�Producer/Trainer, name shown on the last page of application form
Writing agent is responsible to submit case homework to
�Splitting Agent:
Agent shown on ‘producer certificate’
Referral Agent:
Direct referral agent, no license yet, not agent’s or client’s spouse
�Client:
Can be either:�a) non-member client
b) member client without license
c) member client with license but not participate in splitting the case
For Elite Circle Internal Training Only
Sales – Only One Writing Agent
3,000
6,000
As Writing Agent
+1
+1.5
+2
As Referral Agent�(no license or not splitting)
+1
+1.5
+2
+1
+1.5
+2
As Client�(in EC, no license or not splitting)
Referral agent can’t be clients
Referral agent can’t be writing agent or writing agent spouse
For Elite Circle Internal Training Only
Sales – One Writing Agent with One Splitting Agent
3,000
6,000
As Writing/split Agent
+0.5
+1
+1.5
As Referral Agent�(no license or not splitting)
+1
+1.5
+2
+1
+1.5
+2
As Client�(in EC, no license or not splitting)
Referral agent can’t be clients
Referral agent can’t be writing agent or writing agent spouse
For Elite Circle Internal Training Only
Homework - Recruiting
If trainer and trainee are same person (including spouse), only +2 points will be credit.
SMD/�MD
SA
TA
New Member
999AA
Recruiter:�direct upline of new recruits�+2
Trainer:�Who did the BPM and sign up the new recruits �+1
no points, but could �qualified for BBC bonus
For Elite Circle Internal Training Only
Bonus
For Elite Circle Internal Training Only
Graduation Requirement
| Graduation | Graduation with Certificate | Graduation with Honor* |
Min Points | +0.5 | +6 | +12 |
Personal recruit (no MAP or inactive transfer) | | 4 | 4 |
License and Cash Flow (during current EC) | | Life, $1,000 | Life, $1,000 |
Replacement | | | At least one |
Team recruit | | | Non-SMD: 10 team recruits in rolling 30-days�or 5 team recruits for consecutive three months��SMD: at least two BBC during EC period Anyone with GX3 |
* To graduate with honor cadets must attend all EC classes in person. Cadets could miss one class with approval of CEO.
* Total score points
For Elite Circle Internal Training Only
MVP awards
MVP
SMD and EMD
MVP
Non-SMD
Rookie MVP
(Newly joined WFG in past 1 year, first time in Elite circle.)
*Must be graduation with honor
*Ranking score+bonus
For Elite Circle Internal Training Only