To learn how Proformex helps avoid fiduciary risk visit our website WWW.PROFORMEX.COM “ Life Insurance Advisor CASE STUDY of policies were set to lapse prior to life expectancy THE FINDINGS THE RESULT Proactive policy management solution put into place Creation of further trust and confidence between agent and client Insight into agent book of business gained Market place differentiator Increased sales opportunities 77% of policies have an opportunity for modification, adjustment or replacement 66% of policies could potentially be enhanced with lower cost products 60% have greater than 25% change of outliving the coverage 45% of policies are set to lapse prior to their life expectancy 41% of policies will lapse before the desired coverage duration 45% An advisor with more t

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