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Strategic Partnership: Proformex and BKA Financial Aim to Deliver Exceptional Ownership Experience to Life Insurance Consumers

By Admin on Sep 7, 2021 5:00:00 AM

CLEVELAND, Ohio – September 7, 2021Proformex and BKA Financial have entered into a strategic partnership aimed at improving the life insurance ownership experience for clients. Their objective is to further redefine the industry standard for post-sale policy servicing by providing easier access to relevant data to empower better decisions and analysis to ensure clients receive the outcomes they expect. Given the strength of both companies’ networks, the entire industry stands to benefit from their collaboration.

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Whiteboard Wednesdays with Mike Pepe - Part XI

By Admin on Sep 3, 2021 2:25:02 PM

In the eleventh installment of our Whiteboard Wednesdays series, our Founder & Chief Strategy Officer, Mike Pepe, talks about the challenges many life insurance advisors face when it comes to finding a balance between taking care of your existing clients and attracting new ones. For Mike, technology helped tremendously with client service and the growth of his practice. Listen below!

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Webcast - Brian Bieker

By Admin on Sep 2, 2021 5:00:00 AM

In the webcast video below, our  Customer Success Manager, Max Posner, chats with Brian Bieker, Vice President of Life Sales at Lakeview Financial Services. They talk about how the team at Lakeview uses the Proformex platform to mine their advisors' books of business for opportunity and ultimately help advisors have more meaningful interactions with their policyowners. Listen below!

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Case Study: PolicyMarket + Katz Nassau

By Admin on Aug 26, 2021 5:00:00 AM

PolicyMarket and Katz Nassau leverage Proformex to consolidate and mine their inforce data for opportunities. Those opportunities come in many different forms and are ultimately all tied back to ensuring that they're able to give policyowners a full understanding of the options available to them so that the life insurance coverage they have matches what they need. 

Read the case study below that explains a specific instance where Proformex enabled real-world outcomes where everyone - from Katz Nassau to PolicyMarket to the policyowner - won. 

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0 min read

How to Service Your Clients and Make More Money at the Same Time

By Admin on Aug 11, 2021 9:06:11 AM

Proformex - Protect Inform Exceed 8-10-21
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Webcast - Joe Bosnack

By Admin on Aug 3, 2021 9:38:23 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Joe Bosnack, President of Katz Nassau Agency, Inc. They talk about how Proformex has helped the team at Katz Nassau better mine their data for opportunities and potential risks within their ever-growing book of business. Listen below!

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Whiteboard Wednesdays with Steve Lance - Part X

By Admin on Jul 28, 2021 10:01:34 AM

In the tenth installment of our Whiteboard Wednesdays series, our VP of Sales, Steve Lance, talks about the latest white paper he co-authored with one of our Data Scientists, Dr. Luke Keltner, that shares some fascinating (and quite frankly, staggering) statistics about the policies within your inforce book that need immediate attention. Check it out below!

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Identifying Risks and Opportunities in Your Inforce Book

By Admin on Jul 15, 2021 8:37:23 AM

Proformex - 30s July 7-14-21.mov
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Webcast - Ryan Thompson

By Admin on Jul 9, 2021 5:30:00 AM

In the webcast video below, our Director of Customer Success, Niko Kantouros, chats with Ryan Thompson, Founder of Policy Market. They talk about how Policy Market uses Proformex to identify cases in their inforce book that may benefit from a thorough review and a reassessment of whether the policy is continuing to meet the client's ongoing, changing needs. In a few instances, they've been able to surface client cases that ultimately led to a life settlement that satisfied the client's goals and objectives and benefited Policy Market directly as well. Listen below!

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What Should Advisors Do About the Principal Announcement?

By Admin on Jul 7, 2021 8:46:22 AM

Principal Financial Group announcing their plan to discontinue retail sales of life insurance and annuities to U.S. consumers by the end of Q3 2021 sent shockwaves through the industry over the past week. People have been asking lots of questions as we all respond to and plan for this huge shift in the market dynamics of life insurance.

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