PROFORMEX CASE STUDY FIDUCIARY 16% were orphan policies 31% would lapse before the desired coverage duration 44% fit the criteria for a possible life settlement 46% were set to lapse prior to their life expectancy 51% could potentially be enhanced with lower cost products 53% had 25% chance of outliving the coverage 61% had opportunity for modification, adjustment or replacement A well-respected law firm with a significant trust practice had no comprehensive process for policy review. An insurance agent introduced the Proformex solution to the firm as part of a larger value proposition to deliver better client care. • Creation of trust and confidence in the client-fiduciary relationship • Coverage solutions best suited to client’s current needs and situati

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