Transition Services
We understand how crucial it is for you to be up and running with no delays. That's why we have an experienced staff ready to make your transition a smooth one. Throughout the transition process, we're here to offer guidance, help you move accounts and ensure you experience a relatively seamless transition, with the least interruption to your business.
We offer:
- assistance in getting licenses, registrations and accounts transferred promptly and efficiently;
- follow-up with all fund sponsors to ensure that transfers have been thoroughly completed;
- help with coordinating your business cards, stationery, letters, forms and marketing materials;
- training and instruction on procedures for processing business with OneAmerica Securities; and
- orientation for new representatives and branch staff via conference calls.
Most importantly, you have the added benefit of a professional, responsive staff delighted to welcome you as a OneAmerica Securities representative. You can be sure that we're here for you every step of the way.
