Partner Journey

Helping Independent Associates (IAs) build their business compliantly.

In This Section

Section	Description
Becoming an IA	Sign-up, agreement, licensing
Building Business	Marketing, team building, compliance
Earning	Commissions, bonuses, payouts
Account Management	Transfers, status changes

IA vs Customer

Capability	Customer	IA
Purchase PNPs	✅	✅
Receive CSR	✅	✅
Transfer CSR	✅	✅
Sponsor others	❌	✅
Build downline	❌	✅
Earn commissions	❌	✅

IA Journey Overview

flowchart LR
    A[Sign Up] --> B[Pay License Fee]
    B --> C[Complete KYC/KYB]
    C --> D[Active IA]
    D --> E[Build Business]
    E --> F[Earn Commissions]

Key Requirements

To become an IA:

• 18 years or older
• Valid tax ID (US: SSN or FEIN)
• Approved jurisdiction
• Complete IA Application
• Pay Business License fee

Core Principles

All IAs must operate with:

• Honesty — Accurate representations
• Compliance — Follow all policies
• Ethics — Treat others fairly
• Legality — Obey all laws