A DEDICATED TRANSITION TEAM
With Virtue Financial and Infinex, you have access to a dedicated transition team that will work closely with you to effectively manage the myriad details that come with transitioning your book of business. We take care of all the regulatory requirements so you can continue to focus on your business and not be hindered by transition issues.
You receive comprehensive training that includes one-on-one sessions with our transition teams as well as a series of conference calls between you, your staff, Virtue Financial and the key departments at Infinex.
You will have the opportunity to attend Rep Orientation class at the Infinex corporate headquarters, where you will become familiar with all the resources and capabilities at your disposal.
We assist in transferring your securities registrations and/or insurance appointments to conform as closely as possible to your account transfer to Infinex.