A local community foundation received a $5M life insurance policy as a donation, but shortly after receiving this gift, the policy became subject to lapse. See how Proformex helped keep the policy inforce.
Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
A local community foundation received a $5M life insurance policy as a donation, but shortly after receiving this gift, the policy became subject to lapse. See how Proformex helped keep the policy inforce.
We'd love for you to see the Power of Proformex in action.