In the webcast video below, our Customer Success Manager, Max Posner, chats with Dave Donchey, President of Leisure Werden and Terry. Among other topics, these two discuss the kinds of success LWT has found since utilizing Proformex as their inforce tool - like being able to surface opportunities that drive meaningful interaction with their advisors that in turn lead to meaningful interactions from advisor to policyowner. In fewer words, Proformex enables a win-win situation for everyone. Listen to their conversation below!
