News & Insights

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Introduction to Proformex for General Agents

By Admin on Jan 30, 2019 7:40:00 AM

Wondering how you can better attract and retain sales as a general agent? Our platform can help.

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Proformex Attends Heckerling 2019

By Admin on Jan 24, 2019 7:34:00 AM

 

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David Morris Joins Proformex as Chief Marketing Officer

By Admin on Jan 23, 2019 9:24:00 AM

Experienced entrepreneur and marketing executive brings strategy and vision

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Proformex Supports ILIT Management

By Admin on Jan 21, 2019 10:36:25 AM

Whether you're a professional or non-professional trustee, you are held to strict fiduciary standards. Proformex can help you avoid unintended breach of those fiduciary duties. 

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Annual Policy Reviews, Automated with Proformex

By Admin on Jan 17, 2019 7:30:00 AM

Annual policy reviews are essential to ensuring that policyowners' expectations are met. But they're both time consuming and costly.

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Case Study - Kohrman, Jackson & Krantz

By Admin on Jan 10, 2019 9:01:00 AM

About Kohrman, Jackson & Krantz

Kohrman, Jackson & Krantz is a law firm with offices in Cleveland and Columbus, KJK serves companies of all sizes and sectors, including Fortune 500 corporations, mid-market companies, small businesses and start-ups, as well as high net-worth individuals, and municipalities. Our team of 40 attorneys has experience in such areas as corporate law, civil litigation, labor and employment issues, construction and real estate, wealth and estate planning, and more.

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New Year, New Platform Enhancements

By Admin on Jan 8, 2019 8:37:01 PM

Proformex designed a new platform for increased user-friendliness and navigability

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Nevada has followed New York’s lead, is your state next?

By Admin on Jan 2, 2019 8:57:00 PM

Toward the end of 2018, we shared with you a quick overview of the legislative changes made in New York regarding the “best interest” standard for fiduciaries that included a guide to help you determine what steps to take to prepare for said changes. Since then, Nevada state legislators have passed a law that requires all brokers and advisors to be held accountable to a strict fiduciary standard.

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Proformex Holiday Philanthropy Gives New Meaning to Christmas “Miracle”

By Admin on Dec 20, 2018 3:16:59 PM

‘Tis the season of giving! Corporate philanthropy is engrained in so many company’s cultures, and our culture at Proformex is no different. One of our core values is being “purpose-driven” in every sense of the word. In addition to being ambitious professionally, our team is always seeking out opportunities to make a difference in the lives of others both in our work and our community outreach efforts.

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BOULEVARD Selects Proformex

By Admin on Dec 19, 2018 7:22:32 AM

Financial planning firm invests in advanced technology for in force policy management.

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