News & Insights

Webcast - Brian Bieker

Sep 2, 2021 5:00:00 AM

In the webcast video below, our  Customer Success Manager, Max Posner, chats with Brian Bieker, Vice President of Life Sales at Lakeview Financial Services. They talk about how the team at Lakeview uses the Proformex platform to mine their advisors' books of business for opportunity and ultimately help advisors have more meaningful interactions with their policyowners. Listen below!

PROFORMEX Webcast - Brian Bieker 8-31-21

 

Written by Admin

Post a Comment

Featured