Valmark Transition

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Sample Mind Map

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Valmark Transition

Communications

Centers of Influence

CE Event? / Cocktail Hour?

Emails next week with Increased Capabilities

Email at time of transition

TOPS Communications

Transition Paperwork- ????

Capital Gains accomodations

Articles on TOPS

Performance Summary

Differences between 3D and TOPS

Email

Revise Website and submit to Valmark for approval

Valmark to review current Website for revisions

Need to Rollover to Valmark with LiveOffice

Ttitles and Footers Approved

Website

Need to rollover to Valmark

check with AdvisorProducts

Letterhead

Order by 6/10

Compliance Approval

Draft from Printer

Letter to Clients with NAF's

Sign Off from McKechnie and PowerPoint

Positioning Letter to Clients

Valmark gave us 4

INVEST Debt

Payoff before Trip

Waiting on Bank of America

Insurance

Set up and Import with Template

ONFS Listing

CRUMP Listing

Policy Module in SmartOffice

Valmark Resources

Resource Guide

General Transition

Complete Clear Expectations Letter

Sumbit INVEST U-5 to Valamrk post transfer

Enroll in E & O Coverage - Payment?

Dispose of all INVEST Items when transition

INVEST Resignation Letter to Valmark - When?

Securiities and RIA Approvals for Ed

Ed - IAR Registration

Staff

Fingerprints and Paperwork

Paperless Office

Attach Valmark Paperless Document

CNGWeb

Operations

Albridge

Print Out Albridge Map Codes

Map and Initiate History Merge

Access through Valmark

Pershing Software with Valmark on Ed's PC

Transfer of 3D Accounts

Transfers of VA's

Review the process