A dedicated, experienced transition team will assist registered representatives move their business to Ameritas Investment Corp. (AIC). An AIC transition specialist will be assigned to serve as the registered representative’s main point of contact throughout the entire transition process. Team members begin by working with the registered representative to evaluate their business, registration, and appointments, and then establish a transition plan that maps out the required steps to transfer the business to AIC.

We recommend that reps contact us at least 30 days prior to a planned move to AIC. We will review the current scenario and work with each rep to develop a target date for the registration transfer to AIC. Once the rep has been approved, we will begin our process that ensures that new AIC reps receive the necessary support and tools to begin a successful career with us.

Our transition staff is dedicated to being responsive and proactive to our registered representatives’ individualized needs. We offer personalized and ongoing support by providing guidance regarding the transferring of accounts, office procedures, compliance, technology and software setup. AIC transition specialists are dedicated to ensuring a smooth transition process and making sure new registered representatives know how to operate successfully within the AIC system.

Call us today to become a member of a firm that is committed to helping you take your business to the next level.

What will the Transition Team do for you?