Account Management

Managing IA accounts through their lifecycle.

In This Section

• 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

Key Rules

• 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