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Using Proformex for Better Client Management and More Accurate Succession Planning for Your Insurance Business

Aug 16, 2023 1:21:29 PM

In the webcast video below, Scott Cahill, Senior Vice President of Fulcrum Partners, talks about how having a single system of record for your life insurance policies helps to institutionalize your book of business, leading to much more efficient and effective succession planning when the time comes to transition out of your practice. Give it a listen!


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