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.
Time Financial Group runs two different setups — Broker and Agent Success Program — and each one uses a different entity name and NPN. Select which one applies to you below and the exact name/NPN will show up everywhere you need it.
Not sure which one applies to you? Confirm with administration before submitting anything — do not guess or reuse a colleague's info.
This decides the exact name and NPN you'll use everywhere below.
This decides the whole path below.