Transition


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Veritas — (ver-i-tahs) Noun, Latin — Truth, particularly of a transcendent character

TRANSITION

The right move at the right time
We’ve heard advisors say that transitioning to a new company is “like getting a divorce and then remarrying someone you don’t know.”  We realize that the transition process can be scary. We work hard to make the process as painless as possible.

Before we begin your transition, we will evaluate your book and provide a step-by-step proposal for your transition.  We have systematized the process and will train you and your staff on all of our paperwork and compliance processes so you will be ready to hit the ground running once you decide to make the change.