Proformex

The Compounding Complexities of Succession Planning During Tumultuous Times

At some point in your career as a life insurance advisor, you’ll need to face the decision of how to exit the business. There are many layers of complexity around the idea of succession planning and valuing your practice, and those complexities only worsen when the world around us is in sheer chaos.

Leveraging Technology to Identify Policyowners Who Truly Benefit from Life Settlement

One of the biggest takeaways from this year’s new regulatory measures regarding client service is that your approach needs to be proactive and comprehensive. It is not enough to comply to the lowest common denominator; you must establish compliance in all facets of your client relationships.

Premium Financing: A Win for You and Your Clients

Premium Financing is a powerful tool when leveraged correctly. But before you can utilize premium financing for one of your clients, you have to know how to spot good opportunities for it.