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Putting with Pepe - Episode 6

By Admin on Dec 5, 2019 10:38:25 AM

It's the most wonderful time of the year month! Time for another installment of our #PuttingWithPepe series. In our 6th episode, Mike interviews Karoline Porter, our Customer Success Manager. We knew she was great with our clients, but who knew she had such strong short game, too?! She sank more puts than anyone else who has been interviewed so far! Check it out below:

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1 min read

Prospecting to Centers of Influence (COIs)

By Admin on Nov 26, 2019 2:04:25 PM

There are many ways to prospect for new business, and one of those tactics is by leveraging centers of influence (COIs). Watch our video below to learn how implementing leading technology like Proformex can help you better prospect to COIs. 

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Proformex Attends NAILBA38

By Admin on Nov 18, 2019 11:55:50 AM

Earlier this month, our team had the opportunity to attend NAILBA38 in Dallas.

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Proformex Attends NAEPC

By Admin on Nov 18, 2019 11:49:30 AM

Earlier this month, our team had the opportunity to attend the 56th Annual NAEPC Advanced Estate Planning Strategies Conference in Las Vegas.

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Putting with Pepe - Episode 5

By Admin on Nov 7, 2019 5:15:00 AM

You already know what time it is...it's time for more #PuttingWithPepe! In Episode 5, Mike interviews Niko Kantouros, the Head of Customer Success here at Proformex. Niko is a Clevelander through and through, and a great leader for our team. Learn more about him in the interview below: 

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Independent Life Brokerage Agencies of the Future

By Admin on Nov 6, 2019 11:49:54 AM

As new technologies begin to surface within the marketplace, it's becoming increasingly important for agencies to identify and explore ways to implement these tools and resources for the benefit of their agents. 

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1 min read

Reinventing Life Insurance Distribution

By Admin on Nov 1, 2019 3:04:23 PM

The life insurance industry has proven to be one of the slowest industries to adopt and implement new technologies to improve the way we do business. But Proformex is changing that and bringing a hybrid human-technology model to the marketplace, transforming the way life insurance distribution is done. Learn more in the short video below!

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Proformex Attends WITcon 2019

By Admin on Oct 29, 2019 10:17:46 AM

Yesterday, the women on our team had the opportunity to attend the 2nd annual WITcon at the Great Lakes Science Center. This event is hosted by getWITit, an Ohio-based not-for-profit organization passionate and dedicated to creating change for women in tech. 

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Putting with Pepe - Episode 4

By Admin on Oct 8, 2019 12:05:42 PM

Your monthly dose of #PuttingWithPepe is here! In Episode 4, we learn more about Patrick Sullivan, our Director of Product Management. He believes in doing work that's meaningful and delivering as much value as we can to our customers. Check his interview out below: 

PwP_Ep4_PatrickSullivan_191008-01
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5 min read

What is a Life Settlement? An Introduction & Overview

By Admin on Oct 2, 2019 9:12:31 AM

A life settlement is the sale of a life insurance policy that the policyowner no longer wants or needs to a third party for an amount that is higher than the policy’s cash surrender value and lower than the death benefit.1 Although the life settlement industry itself is relatively new, the concept was originally introduced in court 108 years ago and has evolved over the past century into what we know it as today.

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