Account Management

Managing IA accounts through their lifecycle.

In This Section

Page	Description
Account Statuses	Different account states
Inactivity Consequences	What happens if inactive
Reactivation Process	How to reactivate
Selling Your Business	Rules on selling
Transferring Your Business	Transfer rules
Business Separation	Divorce, dissolution, court orders
Name Change Process	How to change name on account
Voluntary Cancellation	How to cancel
Termination Causes	Why termination happens
Termination Process	How termination works

Account Lifecycle

flowchart TD
    A[Active] --> B{What Happens?}
    B -->|Inactive| C[Lapsed/Suspended]
    B -->|Violation| D[Under Review]
    B -->|Voluntary| E[Cancelled]
    C -->|Reactivate| A
    D -->|Cleared| A
    D -->|Serious| F[Terminated]
    E --> G[12-Month Wait]
    G --> H[Can Re-enroll]

Key Rules

Rule	Detail
Maintain activity	Renew license, stay engaged
Stay compliant	Follow all policies
Positions aren't property	Can't freely sell/transfer
Termination is possible	For policy violations

Important Notes

• IA positions are not "owned" like property
• Transfers require company approval
• Sales are generally not permitted
• Termination affects your downline