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Case Study: Life Asset Partners

When agent Ben Rainey’s client began undergoing treatments for her recent cancer diagnosis, she missed a premium payment amidst all the chaos. Discover how Proformex helped him keep this client’s policy from lapsing.

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Case Study: The Cleveland Foundation

A local community foundation received a $5M life insurance policy as a donation, but shortly after receiving this gift, the policy became subject to lapse. See how Proformex helped keep the policy inforce.

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Case Study: Strickland, Nuske, Friend & Berry

One of the accounting firm’s clients made a material change to his policy, which nearly resulted in a loss of 30 years of coverage. Fortunately, Proformex helped the firm and the client avoid this potential catastrophe. Read more to learn how.

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Case Study: Wegman, Hessler & Vanderburg

A client at this law firm had a life insurance policy that he was ready to surrender. Find out how Proformex intervened and gave him some more preferable alternatives to explore.

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Case Study: The Ohio University Foundation

Two policyowners nearly lost seven years of coverage on their $250,000 life insurance policy after the carrier had been spun off and suffered significant reduction in their company ratings. See how Proformex helped keep the policy from lapsing by identifying this issue in a coverage assessment report of the policy.

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Case Study: The TOLI Group

When a policyowner’s premium payment was not appropriately applied to his account, his life insurance policy became subject to lapse. Discover how Proformex helped keep the $2.5M policy in force.

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Proformex Case Study: Life Insurance Advisor

Find out how one advisor transformed his practice utilizing the Proformex system to ensure his clients' needs were met while creating new opportunities within his current book of business.

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Proformex Case Study: Fiduciary

A well respected law firm with a significant trust practice had no comprehensive process for policy review. Learn how Proformex solved their reactive problem and created real differentiation from their competitors.

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