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Custom Benefit Group is a Los Gatos, CA-based company in the Financial Services sector.
Balderson Insurance Agency is a Frederick, MD-based company in the Financial Services sector.
Barresi Financial Inc is a Presque Isle, ME-based company in the Financial Services sector.
Founded in 1998, EFH Holdings Inc. operates in the property and casualty insurance industry in Canada, providing personal and commercial lines insurance exclusively through the broker channel. The Company distributes insurance products through The Insurance Company of Prince Edward Island. The Company`s name was changed from Echelon Financial Holdings Inc. to EFH Holdings Inc. after receiving approval from shareholders on December 11, 2020. It trades on the TSX Venture Exchange under the symbol EFH and prior to December 23, 2020 it traded on the Toronto Stock Exchange.
Twenty-five years of experience in the rapidly changing life insurance industry led the creators of Proformex to the conclusion that agents, fiduciaries, trustees, insureds and policy owners need a way to analyze, monitor and govern InForce policies to track whether the insurance contracts perform as intended. From the beginning, Proformex software was created to set a new professional standard of proactive InForce Policy Management that: - Responds to the greatest disconnect between client and advisor: clients expect that their insurance will be proactively managed according to defined objectives over time, but advisors and trustees are ill-equipped for these long-term monitoring and management commitments. - Enables agents to analyze and monitor their InForce book of business in a consolidated location regardless of when and where the policy was written. - Automates the request of and archive important policy documents, including statements and illustrations. - Proactively monitors InForce policy performance and receives automated alerts and notifications in the event a policy goes off-track from the intended financial and coverage objectives. - Changes the way life insurance is sold, monitored, and serviced.