Transition Proposals Prepared

Date: May 2018

BD Update: Transition proposals for all IFP advisors are now complete. Each advisor should have a time on their calendar to discuss their package and sign the necessary agreements if they plan to move forward with IFP.

Benefit to Advisors: These packages will give each advisor the opportunity to receive compensation for the transition or ownership in the firm if they so choose.

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