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Building Business

How IAs grow their business compliantly.

Marketing Channels​

  • Personal conversations — Allowed
  • Social media — Allowed with guidelines
  • Email — Allowed with opt-in
  • Websites — Must be approved
  • Print materials — Must be approved
  • Video/Audio — Must be approved

Marketing Approval​

Company-Provided Materials​

  • Pre-approved for use
  • Available in Back Office
  • Use as-is without modification

Custom Materials​

Must be submitted for approval before use.

  1. Submit via Marketing Material Submission Log
  2. Wait for approval
  3. Only use after approved
  4. Keep approval records

In This Section​

Marketing Principles​

Truthful and Not Misleading​

Do:

  • State accurate facts
  • Use verified testimonials
  • Describe product accurately

Don't:

  • Exaggerate benefits
  • Fabricate success stories
  • Make medical/health claims

Complete Information​

Do:

  • Include required disclosures
  • Explain how things work
  • Be clear about costs

Don't:

  • Omit material facts
  • Oversimplify misleadingly
  • Hide fees or requirements

Fair and Honest​

Do:

  • Respect competitors
  • Present realistic expectations
  • Honor claims you make

Don't:

  • Disparage other companies
  • Promise unrealistic outcomes
  • Bait and switch

Regulatory Framework​

IAs must comply with:

  • FTC guidelines on advertising
  • DSA Code of Ethics
  • State/country-specific regulations
  • Company Policies & Procedures

Compliance Warning​

Violations of marketing and business building rules can result in:

  • Warning
  • Suspension
  • Termination
  • Legal action

The company takes compliance seriously to protect all IAs and the business.

Quick Reference: What You Must NOT Do​

  • Income guarantees
  • Investment claims about CSR
  • Unauthorized marketing materials
  • Cross-recruiting
  • Operating in restricted territories
  • Lifestyle promises based on income