Do you have a client needing a redemption from one account but Banking is on file on a different account? 🤔

New Protocol from Head Office:🏢

If banking is on file on a different account simply attach a direct deposit form (bank stamp not required) to a redemption PFSL-104 docusign.

*Note Do NOT write anything like banking info in special instructions or it will be rejected.

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Builders Summit In Spring 2026 has been cancelled for the company to focus all efforts on the Convention in 2027.