News & Insights

Case Study: Equitable Advisors

Apr 3, 2020 10:25:55 AM

Randy Hester - Managing Member of Universal Insurance Group, LLC - received a new client whose policy was previously orphaned. In his initial investigations into the client's policy performance, he noticed a few red flags. Read on in the case study below to see how Randy then leveraged a policy review from Proformex to identify product alternatives and ultimately take the corrective actions needed to get the policyholder back on track per his unique financial goals and objectives. 

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