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Servicing advisor change - VANCE Financial Group

Servicing advisor change - VANCE Financial Group 2025

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The document outlines the process for changing the servicing advisor for individual life insurance or Living Benefits insurance policies with Manulife Financial. It provides instructions on how to complete and submit the necessary form, including details about the roles of servicing advisors and producers of record, as well as requirements for corporate-owned policies.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

What to do if you are unhappy with your financial advisor?

File a Complaint: If the adviser is licensed or part of a professional organization, you can file a complaint with the appropriate regulatory body. Reflect on Your Needs: Assess what you want from a financial adviser. This can help you identify a better fit in the future.

Is it difficult to switch financial advisors?

Some advisors or firms may impose exit fees, particularly if your assets are held in proprietary products or accounts that carry early termination penalties. If you have a fee-based agreement, you might face prorated charges for ending services mid-contract.

How do I transfer from one financial advisor to another?

Start by reviewing your current contract to understand any termination clauses or fees. Once youve chosen a new advisor, they will work with you to create a transition plan. Your transition plan usually includes transferring your accounts, which can take a few days to a few weeks.

How do I move from one financial advisor to another?

A new account application and new advisor agreement has to be signed. If you are changing advisors and the new advisor doesnt have the same custodian and work for the same firm as the previous one, you must fill out transfer forms(acat) as well as applications and things like ach withdrawal forms and or wires.

Can I switch my financial advisor?

Before you make the switch, find out what it will cost you in fees. In addition, some of your investment accounts may be exclusive to your former advisors firm. In that case, you cant automatically transfer those assets. You may be forced to sell those assets and pay related fees and penalties.

How do I change my financial advisor?

How to switch financial advisers Research. You can start by researching potential new advisers. Meet with potential advisers. Once youve identified potential new advisers, schedule a free initial meeting to discuss your needs and goals. Notify your current adviser. Complete paperwork. Follow up.

How to tell a financial advisor you are leaving?

Emotionally, breaking up with a financial advisor or financial consultant may be hard to do. But logistically, switching financial advisors can be pretty straightforward if you know what to look out for.

Servicing advisor change - VANCE Financial Group 2025

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