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.
Menu
-
Solutions
-
Agents & Advisors
Protect client best interests while growing your business
-
Distributors
Gain actionable insights to help fuel growth for you and your advisors
-
Broker-Dealers
Easily spot opportunities to generate revenue from inforce assets
-
Financial Institutions
Manage risk and grow revenue from one digital insurance platform
-
-
Resources
-
Data
