Something I hear every day across the industry is, “Life insurance accounts for about only 10% of my business...”
That’s probably true. For many agents, advisors, or wealth managers, they will sell life insurance if it comes to them, but they aren’t actively seeking it out.
But, just because these assets aren’t a major focus on the sales side, they should still be given 100% attention on the servicing side.
With Proformex, our clients are armed with a platform to make sure those policies are being protected, each and every day. We provide agents, advisors, and wealth managers with peace of mind, knowing our system will alert them of policies that may be at risk.
Infomercial icon Ron Popeil was famous for his catchphrase, “set it and forget it!” Too often, life insurance is viewed the same way. If 10% of your attention is all you can give to your clients' assets, why not let Proformex keep an eye on the other 90%?
After all, your clients are expecting it.
