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Case Study: Wiseman & Associates Wealth Management

Aug 14, 2023 11:41:47 AM

The team at Wiseman & Associates Wealth Management uses Proformex to proactively identify potential policy risks and new sales opportunities in their life insurance business. While life insurance isn't a primary focus of their business, they do believe it's an important asset to properly manage over a client's lifetime to ensure the coverage continues to meet its intended objectives relative to the client's overall wealth management plan. 

Read more about the success they've had using our platform in the case study below!

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