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Case Study: Non-Professional Trustees - Do You Know What You're Getting Yourself Into?

By Admin on Apr 18, 2019 12:21:20 PM

When determining who should serve as a trustee, there's much to take into consideration. The person designated as such must be able to manage trust assets in an honorable, trustworthy manner. This person is also legally considered a fiduciary and will be held accountable to ethical and legal standards accordingly. To further understand those standards and possible ramifications if any duties are breached, download our latest case study. 

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2 min read

Dickenson & Associates Selects Proformex

By Admin on Apr 17, 2019 5:23:00 AM

Comprehensive insurance advisory firm leverages technology to automate policy performance monitoring and reporting

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How Technology is Changing Policy Owner Expectations

By Admin on Apr 12, 2019 6:18:00 AM

Thanks to the advancement of technology, consumers have increased expectations for the products and service providers they use. This is no different for life insurance clients. They expect that when they purchase a policy, that policy will continue to meet their needs throughout the life of the contract and perform as expected, and it's up to you as the service provider to ensure that happens. See how automating policy performance monitoring through Proformex can help. 

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White Paper: Life Insurance Policy Reviews

By Admin on Apr 10, 2019 11:26:40 AM

In a perfect world, your clients would proactively notify you anytime a life circumstance changes for them so that you could make any necessary adjustments to their life insurance policy. But since life insurance isn't likely to be top-of-mind for clients in most cases, an annual policy review is recommended to catch any changes. To learn more about how Proformex supports policy reviews, download our latest white paper.

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White Paper: Life Insurance - What You Need to Know

By Admin on Apr 8, 2019 12:28:34 PM

From assessing your needs to understanding the multitude of product types within the life insurance realm, there's a lot of information that policy owners need to know. In our latest white paper, we offer a high-level overview of everything you should know about life insurance. Download it below.

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0 min read

White Paper: The Policy Review Dilemma

By Admin on Apr 4, 2019 1:09:01 PM

When was the last time you reviewed your clients' existing life insurance policies?

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Industry Expert Interview: David Sterling

By Admin on Apr 2, 2019 8:00:00 AM

During the 53rd Annual Heckerling Institute on Estate Planning, we had the opportunity to chat with David Sterling, Principal of Sterling Capital Resources. In this video, he discusses the importance of helping clients achieve the best outcomes possible. Hear more of his insights by watching the video below.

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1 min read

How Millennials Are Impacting Online Life Insurance Sales

By Admin on Apr 1, 2019 10:41:21 PM

The truth may surprise you.

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0 min read

Case Study: Fiduciaries - ILIT Responsibilities

By Admin on Mar 28, 2019 5:33:32 PM

There is a tremendous amount of responsibility tied to fiduciaries when it comes to irrevocable life insurance trusts. From ongoing trust management to ongoing policy management, a fiduciary is responsible for handling premium gifts, managing Crummey letters, filing tax returns, tracking policy performance, monitoring client circumstances, reviewing product alternatives, evaluating carrier strength and more. This puts the fiduciary at risk for liability exposure if all these responsibilities aren't consistently met. An automated solution for ongoing policy management like Proformex can help reduce that fiduciary risk. To see how, download our latest case study. 

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Industry Expert Interview: Jamie Mendelsohn

By Admin on Mar 26, 2019 8:00:00 AM

Jamie Mendelsohn, EVP of Ashar Group, shares her insights with us regarding the accessibility of important policy information and an established review process. Both are crucial to being thoroughly informed on behalf of the client. To hear more of Jamie’s insights, watch the video below.

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