Advisors transitioning to independence often face a challenge: how to retain and manage client annuity assets tied to a former broker-dealer. The Black Diamond Annuity & Insurance Marketplace Breakaway Accelerator Program helps advisors maintain control of these relationships while moving to a fully fee-based model where appropriate.
By providing resources to evaluate legacy annuities and transition suitable assets to modern advisory solutions, the program helps advisors protect client relationships and continue delivering fiduciary guidance.
How Breakaway Accelerator strengthens transitions:
Retain client annuity assets when transitioning from a broker-dealer to independence
Identify opportunities to exchange legacy annuities for modern fee-based solutions
Continue managing client relationships while growing advisory fee-based assets
