Transition Packages Sent

Date: June 2018

BD Update: All advisor transition packages have been officially sent. Bill Hamm, Chris Hamm, Ned Van Riper, and Greg Wozniak will be reaching out to advisors in the coming weeks to discuss their specific package.

Benefit to Advisors: Advisors will have the opportunity to see the benefits of staying with IFP during the broker-dealer transition and understand how the process works for their specific firm.

Questions: For more information about this milestone, contact [email protected].