When it comes to officially resigning from your current Broker Dealer/RIA affiliation ,we suggest that every rep be tactful and diplomatic in their Approach to aid a smoother Transition to KSI. So with that being said “ less is more” . Here are Two samples of what Reps have used in the past when moving on from their last BD. Please use these as a guide-by and personalize to fit your Resignation Date, Place & Time.

  • Sample Resignation Letter 1
  • Sample Resignation Letter 2