Transition Proposals Sent

Date: May 2018

BD Update: All IFP advisors should have received their transition proposal by now. There are a number of exclusive opportunities for advisors in the IFP network, including ownership in the firm.

Benefit to Advisors: Advisors can transfer client assets to one of IFP’s in-network custodians to receive a customized transition package for their firm.

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