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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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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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