Broker Check

Changing Brokers/Advisors

      Did you know that you can change your current broker/advisor without affecting your current group health benefits and/or company retirement plan that is currently in place? If you are unhappy with the performance of your current group health broker or financial professional, simply request a meeting to help us understand your needs and we’ll be happy to walk you through the process. All that is typically needed is a signed letter that reassigns the service component to us.