Financial planning firm invests in advanced technology for in force policy management.
CLEVELAND, Ohio – December 19, 2018 – Proformex announced today that Boulevard Wealth Management, Inc. (dba BOULEVARD) added its in force policy management platform for 2019, to support its client service system and help manage operational requirements. “We’re always seeking new opportunities to improve the way we serve our clients,” said Derek Villars, Risk Management Director at BOULEVARD. “We are confident that adding policy management through Proformex to our current processes will help us deliver on our Client Promise and reduce some of the risks associated with our line of work. Proformex is a great way for us to maintain a fiduciary standard in this area of the firm.”
“We are very honored that Boulevard Wealth Management has chosen to implement our platform,” said Mike Pepe, President & Founder of Proformex. “Our platform provides advisory firms like BOULEVARD with the peace of mind that client policies are being managed and maintained daily with our advanced technology.”
BOULEVARD is a comprehensive wealth management firm based in Eden Prairie, Minnesota. Started during the 2008 financial crisis, the firm maintains multi-state investment advisory registrations and is a licensed insurance agency. Since 2013, the firm has offered comprehensive risk management based on The Life Cycle of Wealth™ - a life planning framework grounded in holistic financial planning. For more information about BOULEVARD’s service offerings or its risk management capabilities, please visit www.boulevardwealth.com/insurance, email email@example.com or call (877) 664-BLVD.
Headquartered in Cleveland, Ohio and founded in 2016, Proformex is the provider of on-demand, SaaS solutions to life insurance policy owners, beneficiaries, insurance agents and fiduciaries. Designed to proactively alert customers of potential problems with their life insurance policies, Proformex protects policies against lapsing, degradation and asset erosion. By monitoring five key contract parameters - lapse age, death benefit, premium, crediting rate and Comdex – Proformex offers better portfolio oversight and control.
Not an offer to buy or sell any securities and not a financial planning engagement.