PROFORMEX CASE STUDY The TOLI Group The independent life insurance agency The TOLI Group was founded in 2009, almost 10 years after the founder started as a Mass Mutual life insurance agent. After spending years in the industry, he decided to focus primarily on trust owned life insurance and became very familiar with the needs of professional and non-professional trustees as they managed life insurance as an asset. His philosophy of periodic monitoring of the most important parts of a life insurance policy were an important foundation of his agency and he soon began to create a software-based product which could automate parts of the process and provide clients with a documented annual policy review. The TOLI Vault, which has now evolved into Proformex, was born. A 60-ye

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