Annuity contracts and life insurance policies are typically sold through multiple carriers and distribution partners, making it difficult to build a centralized picture of a book of business and nearly impossible to proactively service the clients who own them.
Proformex provides RIAs a centralized way to manage annuities and life insurance by bringing together information from across carriers, IMOs, and broker-dealers into a single, unified view.
In the guide below, you can learn how to unify that information with all other client assets to create a consistent advisor experience, detect risks early, and free your team to focus on client-facing strategies.
Learn how you can take control of your annuity and life insurance data in the guide below: