News & Insights

White Paper: Fiduciary Duty

Mar 6, 2019 7:48:51 AM

Fiduciary duty is both a duty of loyalty and a duty of care. Since it's one of the highest obligations imposed by law, the potential consequences of failing to uphold this standard of care can be severe. 

By switching to an automated inforce policy management solution like Proformex, you can help reduce some of your liability exposure and feel more confident that you're delivering this standard of care to all your clients.



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