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Phil Tesar

Recent Posts

1 min read

Why Insurance Agents and Wealth Advisors Should Use Proformex

By Phil Tesar on Aug 22, 2023 9:30:00 AM

Why should an insurance agent or wealth advisor use Proformex?

It is a very simple question, with a very simple answer.

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1 min read

Life Insurance Is Not a Set It and Forget It Asset

By Phil Tesar on Jul 25, 2023 8:51:22 AM

Something I hear every day across the industry is, “Life insurance accounts for about only 10% of my business...”

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