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Webcast - Ryan Thompson

Jul 9, 2021 5:30:00 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Ryan Thompson, Founder of Policy Market. They talk about how Policy Market uses Proformex to identify cases in their inforce book that may benefit from a thorough review and a reassessment of whether the policy is continuing to meet the client's ongoing, changing needs. In a few instances, they've been able to surface client cases that ultimately led to a life settlement that satisfied the client's goals and objectives and benefited Policy Market directly as well. Listen below!

PROFORMEX Webcast - Ryan Thompson 6-30-21

 

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