Broker Account Mergers/Acquisitions


To request a merger or acquisition of broker agencies, please click here. As a reminder, the form must be signed by both the releasing and acquiring brokers. The completed form may be e-mailed to cfpbrokers@cfpnet.com or faxed to (213) 487-6699.

Note: if only requiring a partial transfer of business, please include a list of the policies to be transferred to the acquiring broker. Otherwise the entire book of business will be transferred.