News & Insights

1 min read

Case Study: Larkins & Larkins, LLC.

May 15, 2020 9:42:32 AM

Larkins & Larkins, LLC. - a specialty life insurance brokerage - leverages Proformex to provide their high net worth clients with an invaluable asset: peace of mind

In the case study below, we explore how Bob and Anne Larkins used Proformex to enhance their relationship with their existing client and gain entrée into the next generation of the insured's family. Check it out!

Written by Admin

Post a Comment