Protect client best interests while growing your business
Gain actionable insights to help fuel growth for you and your advisors
Easily spot opportunities to generate revenue from inforce assets
Manage risk and grow revenue from one digital insurance platform
Jan 10, 2019 9:01:00 AM
A local foundation was gifted a $5M life insurance policy. When its premium payments increased 400% unexpectedly, Proformex quickly identified the problem and helped the foundation explore all their options to resolve this problem.
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