News & Insights

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White Paper: Trustees Must Adhere to Strict Fiduciary Duties

By Admin on Feb 19, 2019 9:00:23 PM

Trustees are legally considered fiduciaries and are thus held to strict fiduciary duties. Managing trusts can be complicated and time-consuming enough as it is, with various investments and assets of considerable worth. And on top of that, you have to make sure you're following industry best practices and helping trust beneficiaries achieve best possible outcomes.

It sounds overwhelming, but it doesn't have to be. Our team has created a handy guide to help you understand exactly what is required of you and how to best approach managing the trust. 

To learn more about how an automated solution like Proformex can help you as a trustee, you can download our guide here.

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Introduction to the Best Interest Standard

By Admin on Feb 13, 2019 3:02:39 PM

Fiduciaries are obligated to always act in the best interest of their clients. The possibility of a fiduciary failing to do so is referred to as fiduciary risk. Watch this video to learn more about how Proformex helps fiduciaries avoid that risk.

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White Paper: ROI of Policy Reviews with Proformex

By Admin on Feb 12, 2019 7:26:00 AM

Annual policy reviews are time-consuming and costly. Imagine how you could reallocate your time and resources and put them to better use if you had a way to automate the policy review process. 

Lucky for you, that's exactly what Proformex does! Our platform eliminates all the manual work that compiling policy reviews requires and helps you deliver a better, more consistent reporting experience to all your clients. 

Learn more about how Proformex can help with policy reviews by downloading our latest white paper here.

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Introduction to Succession Planning

By Admin on Feb 7, 2019 3:35:02 PM

In order for succession planning to be seamless, life insurance agents must have an established process that addresses the biggest concerns for potential buyers of their practice. They must provide visibility to continued policyowner loyalty and future revenue potential among a multitude of other key components of the practice’s business. Proformex digitizes your entire book of business and helps agents give potential buyers the data they need. Learn more about how Proformex helps with succession planning in the video below.

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Millang Financial Selects Proformex

By Admin on Feb 6, 2019 10:42:46 AM

Financial services group automates policy performance monitoring with Proformex

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Proformex ROI: New Business Opportunities

By Admin on Feb 5, 2019 7:54:00 AM

 Are you missing out on new business opportunities with your current clients? Don’t wait until your annual reviews with your clients to find potential sales. Learn more about how Proformex can help you quickly identify these opportunities for easy sales.

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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. With changes in state insurance regulations and increased product performance concerns, inforce policy management is becoming a major issue for the life insurance industry. GAs who have implemented automated inforce policy monitoring systems are benefiting not only in recruiting new producers, but also in increased production. Watch our latest video to learn more about how you can do the same.

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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. Did you know you that Proformex automates the policy review process and can even generate client-ready reports? By doing so, you'll save yourself time and money, and deliver a more consistent and comprehensive reporting experience to your clients. Watch our latest video to learn more about how Proformex helps with policy reviews.

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Case Study: Kohrman, Jackson & Krantz

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

A local foundation was gifted a $5M life insurance policy. When its premium payments increased 400% unexpectedly, Proformex quickly identified the problem and helped the foundation explore all their options to resolve this problem.

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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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You’ve Purchased a Life Insurance Policy. Now what?

By Admin on Dec 18, 2018 7:52:10 PM

The process of researching, purchasing and maintaining a life insurance policy can be quite tedious and complex, but you don’t have to tackle it alone. Take a look at this handy guide put together by our friends at Forbes that walks you through the next steps.

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Introduction to Life Settlement

By Admin on Dec 14, 2018 9:00:00 AM

Monitoring inforce life insurance performance relative to the original performance expectations can be a difficult task for agents, advisors, trustees and fiduciaries trying to protect their clients’ interests. Proformex was created to make InForce Policy Management easy. Our intuitive platform helps you monitor, analyze and manage the performance of your clients’ life insurance policies in a single, distribution-agnostic platform.

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In Force Technology that Expects the Unexpected, and Alerts You When It Happens

By Admin on Dec 10, 2018 2:20:56 PM

The Crisis

Earlier this year, The Wall Street Journal published an article, “Universal Life Insurance, a 1980s Sensation, Has Backfired”. The author, Leslie Scism, dives deeply into the ongoing crisis faced by many aging policyowners: a long decline in interest rates has caused their premiums to rise exponentially.

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Industry Expert Interview: Jon Pinney

By Admin on Dec 7, 2018 9:00:00 AM

In our Influencer Interview session with Jon J. Pinney, Managing Partner of Kohrman, Jackson & Krantz, we discuss the state of the life insurance industry and the growing need for technologies that will help to automate cumbersome tasks and improve efficiencies. The Proformex inforce policy management platform is one of those technologies helping to advance the life insurance industry into a new era, and Mr. Pinney enjoys that the platform provides better transparency to his clients with detailed analytics and reporting. Hear more of his insights in the video below.

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New York State Expands Regulations for Fiduciaries

By Admin on Dec 3, 2018 2:04:10 PM

Change is coming from coast to coast following the precedent set by the New York State Department of Financial Services (DFS) in July. Are you prepared for the inevitable ripple effect throughout the rest of the US?

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Industry Expert Interview: Marc Byrnes

By Admin on Dec 1, 2018 9:00:00 AM

Marc Byrnes, Chairman of Oswald Companies, discussed all the ways in which he believes the life insurance industry can improve in this Influencer Interview session. Adopting better technology is one thing he would like to see the industry do more of in coming years. That’s why his company uses Proformex. Our inforce policy management platform helps Oswald Companies to ensure they’re providing the best service to their policyowners while also reducing their fiduciary risk. Listen to more of his expert advice in the video below.

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Proformex Moves to Downtown Cleveland

By Admin on Nov 29, 2018 10:49:16 AM

Life Insurance Technology Company Relocates to Larger Office Space

CLEVELAND, Ohio – November 27, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that will relocate to Downtown Cleveland.

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Case Study: TDC Life

By Admin on Nov 28, 2018 9:00:00 AM

Tyler Horning and his firm, TDC Life, use Proformex to help mitigate fiduciary risk. In an age where regulations continue to become more stringent, it was important for Mr. Horning and his team to implement a comprehensive, consolidated solution for inforce policy management. Using Proformex to monitor performance on all their clients’ policies gives Horning and his firm peace of mind and helps to create new business opportunities. Learn more about why TDC Life chose Proformex in the video below.

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Case Study: Cavitch, Familio & Durkin Co.

By Admin on Nov 21, 2018 9:00:00 AM

Lindsey Smith of Cavitch, Familio & Durkin Co. was all too familiar with the anxieties that are often associated with life insurance policy management. Because he didn’t have a centralized location with well-organized data for all the policies entrusted to his company, he was not confident that policy performance was being properly supervised. Mr. Smith discovered Proformex and can now rest easy knowing that the Proformex inforce policy management platform is keeping close watch of all his clients’ policies and that he will be immediately notified if something falls off track. See how Proformex improves the firm’s operations through automation in the video below.

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Proformex Attends NAILBA37

By Admin on Nov 20, 2018 3:07:34 PM

Earlier this month, our team had the pleasure of attending this year’s NAILBA conference, held in Orlando, FL. In addition to soaking up some sun, we had the opportunity to engage with industry peers and discuss some current hot topics of the life insurance world.

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Proformex Ensures Compliance with New York State Department of Financial Services’ Enhanced Regulations

By Admin on Nov 14, 2018 7:00:24 PM

New professional platform designed specifically for fiduciaries

WESTLAKE, Ohio – November 15, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and trustees better oversight and visibility into the performance of in force life insurance policies, today announced that its new professional platform will help ensure compliance with the New York State Department of Financial Services’ (DFS) new regulations for “best interest” standards.   

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Case Study: The TOLI Group

By Admin on Nov 14, 2018 9:00:00 AM

When a policyowner’s premium payment was not appropriately applied to his account, his life insurance policy became subject to lapse. Discover how Proformex helped keep the $2.5M policy in force.

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Platform Features Overview Video

By Admin on Nov 12, 2018 8:34:52 PM

Want to know what features you'll enjoy with the Proformex inforce policy management platform? Check out our new video to learn about what we offer from policy reporting and monitoring to a secure database for all your important documents.

 

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Proformex Featured in Plain Dealer and on Cleveland.com

By Admin on Nov 7, 2018 11:57:42 AM

 This past week, Proformex was featured in an article both in the Plain Dealer and on cleveland.com. The article, titled "Proformex of Westlake looking to move offices downtown", reads as follows:

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Case Study: Strickland, Nuske, Friend & Berry

By Admin on Nov 7, 2018 9:00:00 AM

One of the accounting firm’s clients made a material change to his policy, which nearly resulted in a loss of 30 years of coverage. Fortunately, Proformex helped the firm and the client avoid this potential catastrophe. Read more to learn how.

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Case Study: The Ohio University Foundation

By Admin on Nov 6, 2018 11:22:57 AM

Two policyowners nearly lost seven years of coverage on their $250,000 life insurance policy after the carrier had been spun off and suffered significant reduction in their company ratings. See how Proformex helped keep the policy from lapsing by identifying this issue in a coverage assessment report of the policy.

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Case Study: The Cleveland Foundation

By Admin on Nov 1, 2018 9:00:00 AM

A local community foundation received a $5M life insurance policy as a donation, but shortly after receiving this gift, the policy became subject to lapse. See how Proformex helped keep the policy inforce.

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Proformex Names Kris Beck Chief Executive Officer

By Admin on Oct 29, 2018 9:08:30 PM

Beck Brings Proven Record Leading Technology Companies

WESTLAKE, Ohio – October 30, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that its board of directors has appointed Kris Beck as chief executive officer.

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Case Study: Wegman, Hessler & Vanderburg

By Admin on Oct 28, 2018 8:00:00 AM

A client at this law firm had a life insurance policy that he was ready to surrender. Find out how Proformex intervened and gave him some more preferable alternatives to explore.

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Proformex Article Featured in Probate Law Journal of Ohio

By Admin on Oct 24, 2018 4:59:38 PM

An article written by Proformex Founder and President Mike Pepe was featured in the September/October 2018 issue of the Probate Law Journal of Ohio. His article, titled “Proactive Life Insurance Policy Management Mitigates Risk for Fiduciaries”, can be found on pages 300-301. The full-length article reads as follows:

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Case Study: Life Asset Partners

By Admin on Oct 21, 2018 8:00:00 AM

When agent Ben Rainey’s client began undergoing treatments for her recent cancer diagnosis, she missed a premium payment amidst all the chaos. Discover how Proformex helped him keep this client’s policy from lapsing.

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Proformex Attends ACORD Connect 2018

By Admin on Oct 18, 2018 9:53:05 AM

Last week, our team had the pleasure of participating in ACORD Connect 2018, held in New Orleans, LA. This annual event is a great opportunity to network, discuss shifts and advancements in the industry and learn more about new marketplace solutions.

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Wegman, Hessler & Vanderburg Utilizes Proformex to Educate Policyowners

By Admin on Oct 15, 2018 9:08:26 PM

Insured gets $130k in settlement for a policy they were planning to surrender

WESTLAKE, Ohio – October 16, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors, fiduciaries and trustees better oversight and visibility into the performance of inforce life insurance policies, today announced one of its customer success stories. Wegman, Hessler & Vanderburg, a Cleveland-based law firm specializing in Business and Commercial Law, Creditors’ Rights and Estate Planning, used Proformex to help educate a policyowner on all his options when he decided he no longer needed to keep his life insurance policy inforce.

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InForce Policy Management

By Admin on Oct 14, 2018 9:00:00 AM

It’s not uncommon for a policyowner to find themselves no longer needing a life insurance policy. But what can you do with it? One option is a life settlement. A life settlement is the sale of a life insurance policy to a third party for a value in excess of the policy’s cash surrender value, but less than its face value, or death benefit. Check out the video below to learn more about life settlements and whether it’s a viable option for you.

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Is Premium Financing Right for You?

By Admin on Oct 11, 2018 9:38:20 AM

When you’re looking to implement a life insurance policy, there are tons of options you’ll need to consider, from choosing which carrier you’ll get the policy from and which type of policy will best suit your needs. But the choices don’t end there. Did you know you have the option to finance your life insurance premiums? It’s a good option if you’re looking for alternatives to pay for those costly premiums. We finance just about everything else in our lives, so why not explore premium financing as another option? Watch this video to learn more about why this could be the right move for you.

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Case Study: Fiduciary

By Admin on Oct 7, 2018 9:00:00 AM

A well respected law firm with a significant trust practice had no comprehensive process for policy review. Learn how Proformex solved their reactive problem and created real differentiation from their competitors.

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Proformex Secures $3.1M in Funding to Expand Its InForce Policy Management Platform

By Admin on Oct 3, 2018 9:22:11 PM

WESTLAKE, Ohio, – October 4, 2018 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors, fiduciaries and trustees better oversight and visibility into the performance of inforce life insurance policies, today announced that it has officially closed on $3.1M in funding from the summer seed round.  Investments were collected from several strategic investors who have connections into the life insurance industry and ancillary verticals.

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Proformex Attends the Insurance News Net Super Conference 2018

By Admin on Oct 2, 2018 12:51:02 PM

Last week, our team had the opportunity to attend this year’s Insurance News Net Super Conference. Insurance News Net is the source for breaking news and relevant information on the Life insurance, Health insurance, Property and Casualty industries. Every year, professionals from all these industries and more gather at the Super Conference to exchange insights and hear from top-notch keynote speakers.

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Case Study: Life Insurance Advisor

By Admin on Oct 1, 2018 9:00:00 AM

Find out how one advisor transformed his practice utilizing the Proformex system to ensure his clients' needs were met while creating new opportunities within his current book of business.

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How Proformex Can Help Amidst Crisis

By Admin on Sep 25, 2018 9:33:22 AM

Last week, The Wall Street Journal published an article, “Universal Life Insurance, a 1980s Sensation, Has Backfired”. The author dives deeply into the ongoing crisis faced by many aging policyowners: a long decline in interest rates has caused their premiums to rise exponentially.

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Announcing Our New Logo and Look!

By Admin on Sep 20, 2018 8:36:13 AM

Have you noticed anything different about us lately? By now, you should have! But if you didn’t yet, don’t worry; we promise not to engage in a weeks-long passive aggressive standoff with you over it.

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Life Asset Partners Uses Proformex to Avoid Policy Lapse

By Admin on Sep 18, 2018 9:58:19 AM

WESTLAKE, Ohio – September 18, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance agents, advisors, trustees and fiduciaries better oversight and control of their client’s life insurance policies, today announced one of its customer’s success stories. Life Asset Partners, a leading life insurance and financial services firm located in Denver, leveraged the power of Proformex to prevent a client’s policy from lapsing while she was undergoing treatment for stage four cancer.

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Proformex Attends Plug and Play Summit

By Admin on Sep 13, 2018 8:54:28 AM

Last week, our team had the great pleasure of attending the Plug and Play Tech Center Summit in Sunnyvale, CA. Plug and Play Tech Center is “the ultimate innovation platform connecting the best startups and the largest corporations”. Mike Pepe, CEO and Founder of Proformex, and Chad Neifer, SVP of Key Accounts and Integration, had a great time networking with other entrepreneurial professionals in both related and unrelated industries.

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Miguel Zubizarreta Joins Proformex

By Admin on Sep 5, 2018 5:21:10 PM

Technology Expert Brings Experience to Proformex Team

WESTLAKE, Ohio – September 6, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better portfolio oversight and control, today announced that Miguel Zubizarreta has joined its board of directors. Zubizarreta brings the technology and insurance industry experience needed to provide hands-on product development guidance to the Proformex team of highly skilled professionals.

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Insurance Industry Alert

By Admin on Aug 29, 2018 12:46:08 PM

Life Insurance Internal Changes and Their Impact on Policy Owners

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Chris Sullivan Joins Proformex

By Admin on Aug 20, 2018 5:13:16 PM

Chief Technology Officer Brings Product Development Experience to Proformex Team

WESTLAKE, Ohio – August 21, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better oversight and visibility into the performance of inforce life insurance policies, today announced that Chris Sullivan has been chosen as the company’s chief technology officer. Sullivan brings more than a decade of experience in the software development field, having previously held executive positions at a number of companies.

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5 Common Areas to Uncover Life Settlement Cases Among Your Current Clients

By Admin on Aug 15, 2018 2:39:49 PM

One of the most frequently asked questions we receive when speaking with advisors is, “How do I identify life settlements cases?” Financial professionals and fiduciaries want to know how to best serve their clients but aren’t sure what situations are a good fit for a life settlement.

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The New Age Model of Life Insurance Management for Fiduciaries

By Admin on Aug 8, 2018 6:24:04 PM

As a fiduciary, you’re keenly aware that life insurance can often be the worst-performing asset of your clients’ financial portfolios, simply because they are so costly, complex and time-consuming to properly manage. Now more than ever, this industry is in desperate need of a fiduciary-oriented management process to resolve this pain point we’ve been facing for decades.

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Marc Byrnes Joins Proformex

By Admin on Aug 6, 2018 5:09:45 PM

Insurance Industry Vet Brings Expertise to Proformex Team

WESTLAKE, Ohio – August 7, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better oversight and visibility into the performance of in force life insurance policies, today announced that Marc Byrnes has joined its Board of Directors. As an industry insider with extensive experience and expertise, Byrnes understands and validates the ongoing need for proactive life insurance policy management through powerful software that optimizes the process.

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Protecting Your Loved Ones from Costly Estate Taxes through an Irrevocable Life Insurance Trust (ILIT)

By Admin on Aug 1, 2018 4:21:36 PM

Buying a life insurance policy undoubtedly provides your beneficiaries with financial security when your life ends, but did you know you could also unknowingly leave them with exorbitant estate taxes?

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I’m an Insurance Advisor. Why Should I Learn About Life Settlements?

By Admin on Jul 25, 2018 9:29:14 AM

For many insurance advisors, learning about life settlements can seem overwhelming. It’s a relatively new industry with comprehensive regulations. There are countless other concerns taking up their time and energy. And, because many seniors aren’t aware of the life settlement option, insurance advisors may not see much demand for the information.

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2 min read

Kris Beck Joins Proformex

By Admin on Jul 23, 2018 4:23:15 PM

New Chief Operating Officer Brings Rapid Growth Strategy Experience to Proformex Team

WESTLAKE, Ohio – July 24, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better oversight and visibility into the performance of in force life insurance policies, today announced that Kris Beck has been elected as the company’s new Chief Operating Officer. Beck brings extensive product management, business process, and operational scaling experience from executive positions in both privately and publicly held companies.

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2 min read

Lou Schneeberger Joins Proformex

By Admin on Jul 11, 2018 7:34:37 AM

Executive Chairman Brings Financial and Growth Acumen to Proformex Team and Board 

WESTLAKE, Ohio – July 11, 2018 – Proformex, creator of an all-encompassing life insurance policy monitoring platform designed to give insurance brokerages and agents, fiduciaries and financial planners better portfolio oversight and control, today announced that the board has elected R. Louis Schneeberger as its Chairman of the Board. Schneeberger brings extensive software-as-a-service (SaaS) product development and commercialization experience in both private and public company senior executive positions.

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1 min read

Proformex Named a 2017 Top 10 Policy Administration Solutions

By Admin on Apr 14, 2017 12:01:00 AM

Proformex was recently named a Top 10 Policy Administration Solution provider by Insurance CIO Outlook, recognizing 10 companies at the forefront of providing administration solutions for the insurance sector and impacting the market place.

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Discovering a Family’s Purpose Can Save the Family a Fortune

By Admin on Jan 5, 2017 12:11:00 AM

Transferring wealth to future generations is most successful when the values of the generation who built the wealth are transferred as well. Wealthmanagement.com’s Steven Abernathy explains why helping families identify a shared purpose can serve as the foundation for helping wealth flourish for generations to come.

Read full article: Discovering a Family’s Purpose Can Save the Family A Fortune

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6 Problems Solved By Life Insurance

By Admin on Jan 5, 2017 12:08:00 AM

Creating instant capital via life insurance helps to solve a number of different problems families and business may face. Here’s a well put together list of six such problems that can be solved using life insurance.

Read full article: 6 Problems Solved By Life Insurance

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Trustees Must Adhere to Strict Fiduciary Duties

By Admin on Jan 5, 2017 12:06:00 AM

How are you managing the life insurance policies in your care? Do you have a structured process? What are your potential liabilities?

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Proformex donates system to Campbell University’s New Wealth Management Center

By Admin on Jan 5, 2017 12:04:00 AM

To help further our mission of helping advisors and fiduciaries proactively manage life insurance policies for the benefits of their clients and their families, Proformex was honored to donate its TOLI accounting system Campbell University’s new First Citizen’s Wealth Management Center at the Lundy-Fetterman School of Business. The 7,250 square foot center center will serve as a learning lab, simulating an investment firm environment, a trading room, and a trust center.

Read more/Read the full article: Financial Lab Prepares Students with AV Upgrades

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Wealthmanagement.com’s Donald Kelly Reviews The Proformex System

By Admin on Jan 5, 2017 12:02:00 AM

From the very beginning, our policy management system was conceived and built to change the way policies are managed. Before we solidified our name Proformex, and our mission to protect, inform, and exceed, our system went by the name of the TOLI Vault. Wealthmanagement.com’s Donald Kelly, evaluates and scores our system andits ability to proactively manage life insurance policies.

Read more/ Read the full article: TOLI Vault – Storing and analyzing information on life insurance policies and their backgrounds

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