Our Transition Assistance Programs are customized to each individual or office transition to ensure minimal impact to your practice.
You will have a dedicated team of experienced professionals working directly with you to manage and oversee all the details of your transition, including:
Reviewing your current business lines and services to ensure a prompt and complete transition
Monitoring account transfers by working with your current broker/dealer, clearing firm and product companies
Coordinating the transition of your licenses and state registrations
Re-appointing you with the correct product carriers
Reviewing your paperwork for accuracy
Providing compliance-approved letters you can use with clients to explain your new partnership with B.B. Graham & Co.
Obtaining timely approval of any marketing materials you might need such as new business cards
Providing internal training on systems and procedures
Transition dollars or credits are also considered in our transition assistance programs
At B.B. Graham & Co., the transition support continues until your business has completely transitioned. Our process allows you to focus on your clients while we focus on the transition details.
