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Building Lasting, Multi-Generational Client Relationships with Proformex

Jul 11, 2023 10:44:26 AM

Larkins & Larkins, LLC. - a specialty life insurance brokerage - uses Proformex for proactive policy monitoring on all their placed business. 

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

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