Broker Tools · Hierarchy Change Center
Walk through your carrier's hierarchy change in the right order — whether your prior FMO release is already signed, or you're starting cold with an intent to transfer.
Ask administration for the exact new-upline name and NPN before you touch any carrier portal, form, or email. Every step below asks you to enter this, and a wrong or approximate entry can delay or misroute your request.
Time Financial Group runs two different setups — Broker and Agent Success Program — and each one uses its own name/NPN. Do not assume which one applies to you or reuse what a colleague used; confirm your specific setup with administration first.
This decides the whole path below.