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Case Study: Equitable Advisors

By Admin on Apr 3, 2020 10:25:55 AM

Randy Hester - Managing Member of Universal Insurance Group, LLC - received a new client whose policy was previously orphaned. In his initial investigations into the client's policy performance, he noticed a few red flags. Read on in the case study below to see how Randy then leveraged a policy review from Proformex to identify product alternatives and ultimately take the corrective actions needed to get the policyholder back on track per his unique financial goals and objectives. 

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Living Our Values and Aspiring to Help People Help People: Part II, Providing Certainty and Comfort in Uncertain Times

By Admin on Apr 2, 2020 10:19:47 AM

As mentioned in Tuesday’s blog post, we wanted to share more detail around four aspirations we have as an organization to be helpful to our customers and their clients in this unprecedented time. The first way in which we are aspiring to help is by ensuring certainty and comfort.

Read more below:

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Living Our Values and Aspiring to Help People Help People

By Admin on Mar 31, 2020 10:32:59 AM

With all the chaos, uncertainty, and stress of the world around us, we keep returning to one of our missions: To help protect the millions of people who rely on life insurance for financial safety and security.

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White Paper: COVID-19 and the Life Insurance Industry

By Admin on Mar 26, 2020 11:05:48 AM

Proformex Founder Mike Pepe explains how the novel coronavirus is impacting the life insurance industry

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Kevin's Korner: Leveraging Proformex to Stay Informed

By Admin on Mar 25, 2020 11:16:29 AM

Introducing our newest blog series: Kevin's Korner. In addition to our Founder Mike Pepe, Kevin Kelley is one of our resident insurance experts with decades of experience in the life insurance industry. We thought he could offer valuable insights, especially regarding the impact of COVID19 on our industry right now. Read below for the first installment of this series in which Kevin explains how recent economic upheaval might be impacting VULs, IULs, and ULs, and how Proformex might help!

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2 min read

Proformex Pioneer - Ken Leibow

By Admin on Mar 19, 2020 12:06:45 PM

It’s time for another monthly installment of our Proformex Pioneer award! For the month of March, we decided to honor our good friend Ken Leibow. Ken is equally knowledgeable and enthusiastic about our industry, and we appreciate his positive presence (especially amidst these stressful, uncertain times) and his willingness to share a little bit more about himself with us. Read on below!

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Putting with Pepe - Episode 9

By Admin on Mar 6, 2020 1:05:00 PM

Happy Friday and #PuttingWithPepe day!! In episode 9, you'll get to meet the other beloved Pepe, Carmen! Carmen is one of our Associate Product Managers, and our Founder Mike is her husband. Hear more about Carmen's background in the video below. 

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1 min read

Proformex Attends North Coast Ventures Annual Meeting

By Admin on Mar 4, 2020 10:00:50 AM

Last week, our CEO Kristie Beck had the honor of presenting to North Coast Ventures about our successes in 2019 and our vision for 2020. The below excerpt was shared with fellow attendees after the night concluded:

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Proformex Attends the InsMark Annual Symposium

By Admin on Mar 3, 2020 10:50:24 AM

Last week, our team had the pleasure of attending this year's InsMark Symposium at the Red Rock Casino, Resort & Spa in Las Vegas.

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Webcast - InsurTech Express, Ken Leibow

By Admin on Feb 24, 2020 11:49:54 AM

In the video below, our Founder Mike Pepe chats with Ken Leibow, CEO and Founder of InsurTech Express, about his background in the life insurance industry and where he sees it going in the future. Hear his insights in the video below!

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