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Financial Security and Claim Readiness

Arrive: The bond protects claimants, not your cash flow

Anchor: The $75,000 is a security limit

Stimulate: Which option usually ties up the full trust amount?

Substance: Compare BMC-84 and BMC-85

Story: The claim notice that sat unopened

Unpack: Respond to a provider claim notice

Understand: Which assets qualify for a BMC-85?

Real-World Reps: You receive a claim notice

Debrief: Know the deadlines and resolve conflicts

Evaluate: What protects the brokerage best?

Deploy: Complete your financial-security decision sheet

Understand the $75,000 financial-security requirement, compare BMC-84 and BMC-85 options, and build a prompt response plan for claim and drawdown notices.

Compare the BMC-84 surety bond and BMC-85 trust, understand the real cash commitment, and prepare for a claim or security drawdown.

Phase 3.2: Protect Your Authority with $75,000 Financial Security

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