To learn how Proformex helps avoid fiduciary risk visit our website WWW.PROFORMEX.COM “ The Ohio University Foundation CASE STUDY Premiums to increase 4x due to carrier financial decline THE CHALLENGE The policyowners, ages 96 and 90, were told by their agent that their $250,000 life insurance policy would remain inforce to age 100, paying their current premium. The carrier had been spun off recently, and as a result the insured had been mistakenly advised by their agent. The premium payment necessary to keep the coverage inforce to age 100 was nearly four times higher than what the owner was currently paying. Established in 1945 by President John C. Baker, The Ohio University Foundation serves as the fundraising arm of Ohio University. Gifts from generous donors have provided f

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