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Mike Pepe

Mike Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, a life insurance service platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion. Prior to founding Proformex and serving as its Chief Strategy Officer, Mike started in the life insurance business with Mass Mutual and quickly became a leading agent. Soon after, he cofounded River Financial Group, a full service financial advisory firm. His focus was on building a highly successful financial planning practice which took into account the various parts of a holistic financial plan. As he focused on estate planning, he started The TOLI Group, a life insurance firm which was designed to fill the gap in the market for insurance consulting and the need for ongoing policy monitoring and management support, especially as it relates to trust owned life insurance.

Recent Posts

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From the Founder's Desk: A Response to Carriers Offloading Life Portfolios

By Mike Pepe on Oct 3, 2021 1:45:00 PM

I was reading Leslie Scism’s most recent article in the Wall Street Journal recently, and it spurred some interesting conversations. Leslie does a great job explaining different people’s perspectives on the same topic – that of insurers selling off portions of or all of their books to private equity firms. Recent examples include Allstate, Voya, Allianz, Hartford Financial Services Group, and Principal Financial Group.

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