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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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