Alliance Benefit Group
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Competition Rules of Engagement
Outside Advisors
An Alliance Benefit Group® Licensee will not directly market its services to a current client brought to it by an outside advisor without such advisor's express permission.
Should a current client brought to an Alliance Benefit Group® Licensee by an outside advisor contact the ABG® Licensee and express a desire to work directly with such Licensee, it is the obligation of that ABG® Licensee to notify the outside advisor that he has a client in jeopardy.
