Trustees Must Adhere to Strict Fiduciary Duties

How are you managing the life insurance policies in your care? Do you have a structured process? What are your potential liabilities?

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InForce Policy Management

Monitoring inforce life insurance performance relative to the original performance expectations can be a difficult task for agents, advisors, trustees and fiduciaries trying to protect their clients’ interests. Proformex was created to make InForce Policy Management easy. Our intuitive platform helps you monitor, analyze and manage the performance of your clients’ life insurance policies in a single, distribution-agnostic platform.

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