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Transition to Princor
Let Princor help complete your transition quickly, smoothly and efficiently
so you can concentrate on doing business.
Helping you every step of the way
We'll help ensure a smooth transition by:
- Coordinating FINRA registrations
- Coordinating variable appointments
- Organizing account transfers up front
- Helping you establish lines of communication with Princor
- Providing you with information on placing trades, new products, commissions,
available training and service
Fees and expenses
The Princor transition team will communicate to you the fees and expenses related
to the movement of your registration and your block of business. They will also
make you aware of any fees related to your ongoing registration and transactions.
See a complete list of fees and expenses.
Ongoing support
You'll continue to receive outstanding service throughout your relationship
with Princor. Learn more about the support services
we provide.
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