News & Insights

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

    New York State Expands Regulations for Fiduciaries

    Proformex Moves to Downtown Cleveland

    Proformex Attends NAILBA37

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

    Platform Features Overview Video

    Proformex Featured in Plain Dealer and on Cleveland.com

    Case Study - The Ohio University Foundation

    Proformex Names Kris Beck Chief Executive Officer

    Proformex Article Featured in Probate Law Journal of Ohio

    Proformex Attends ACORD Connect 2018

    Wegman, Hessler & Vanderburg Utilizes Proformex to Educate Policyowners

    Is Premium Financing Right for You?

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

    Proformex Attends the Insurance News Net Super Conference 2018

    How Proformex Can Help Amidst Crisis

    Announcing Our New Logo and Look!

    Life Asset Partners Uses Proformex to Avoid Policy Lapse

    Proformex Attends Plug and Play Summit

    Miguel Zubizarreta Joins Proformex

    Insurance Industry Alert

    Trustees Must Adhere to Strict Fiduciary Duties

    Chris Sullivan Joins Proformex

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

    The New Age Model of Life Insurance Management for Fiduciaries

    Marc Byrnes Joins Proformex

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

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

    Kris Beck Joins Proformex

    Lou Schneeberger Joins Proformex

    Proformex Named a 2017 Top 10 Policy Administration Solutions

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

    6 Problems Solved By Life Insurance

    Trustees Must Adhere to Strict Fiduciary Duties

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

    Wealthmanagement.com’s Donald Kelly Reviews The Proformex System