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Transitioning to Princor

We understand that one of the hardest parts of changing broker dealers can be the concerns you have about moving your book of business.

When you transition to Princor, you're not alone.

We have a team of people who are experts at paperwork, variable appointments, and selling agreements to help make the process as smooth as possible so you can focus on what you do best.

Our team has helped countless reps - just like you - successfully make the change to Princor.

Personal transition consultant

You'll be assigned a personal transition consultant who will help guide you through the process step by step for a smoother transition.

Here's what you can expect:

  • One-on-one transition support
  • Technology training
  • Free, limited-time use of Albridge Wealth Reporting, Laser App, and Morningstar Advisor Workstation
  • Coordination of FINRA registrations
  • Help establishing key contacts within The Principal and Princor
  • Clear explanation of the fees and expenses associated with the move

Contact us to learn more about a transition to Princor.

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Have a question? Call us at 1.800.986.3343

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