September 26, 2022

If you were not able to join our Teams calls last week or if you would like to re-watch it click the link below:

https://riksaylorfinancialcom-my.sharepoint.com/:v:/g/personal/rik_riksaylorfinancial_com/Ee7HEf98RtVEiAvorqRxKzQByZYxC7XTyKYPUnm0CQ-R9g?e=CHrH4s

Instructions to move your Variable Annuity from Triad to Mutual Securities:

  • You will receive: New account form (Electronic) / Change of Dealer Form (Electronic or paper)
  • Electronic and paper forms are both ready
  • Companies that require paper forms are: AIG, Sammons, AXA Equitable, and Pacific Life
  • We will hold Open Houses at our Fairfield Office Tuesday, Wednesday, and Thursday this week September 27 - September 29, and next week October 4-October 6 from 10:00am to 3:00pm for signing only. No advisors will be available - you may schedule and appointment with an advisor if you have questions or would like a review. 


Thank you for your trust, your confidence, and your business,

Your Rik Saylor Financial Team