Portfolio Rollovers

Portfolio Rollovers

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  • Will complete rollover of portfolio to new company with full underwriting of each file.
  • Knowledge of company and broker systems – i.e. TAM, SAVERS, RSA point of Sale, Power Broker, AVIVA broker portal


  • Smooth rollover of portfolio without putting additional pressure on employees
  • Consistency in underwriting and transfer.
  • Rollover completed in a timely manner by your brokerage.
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