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Webcast - Scott Cahill

Mar 5, 2021 9:05:46 AM

In the webcast video below, our Customer Success Manager, Mitchell Poch, chats with Scott Cahill, Senior Vice President of Fulcrum Partners. They talk about how having a single system of record for all your inforce policy data 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!

PROFORMEX Webcast - Scott Cahill 2-23-2021

 

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