Tax Bills Show Need for Policy Management

Life insurance advisors and policyowners may have dodged a bullet as the current version of the Build Back Better Act dropped some onerous provisions that could have caused chaos for inforce policies. But tax bills still prove a critical need for ongoing policy management.


Even though the Build Back Better Act dropped some of the provisions that would have created policy management nightmares for advisors and policyowners everywhere, it’s still important to recognize that at any given time, legislation can change and adversely affect policy management.

To protect yourself and your policyowners from being caught off-guard, it’s best to have a solid policy management strategy in place before you need it. What exactly does that mean? And how can technology help?

Download our newest white paper by Proformex Founder & Chief Strategy Officer, Mike Pepe, to learn more.

Download the White Paper

Learn more about how tax bills can impact your ongoing policy management strategy and the best way to protect yourself and your clients from unfavorable outcomes.