News & Insights – Proformex

Case Study: Foundation

Written by Admin | Apr 1, 2021 7:41:19 PM

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.