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InForce Policy Management

Oct 14, 2018, 9:00:00 AM

It’s not uncommon for a policyowner to find themselves no longer needing a life insurance policy. But what can you do with it? One option is a life settlement. A life settlement is the sale of a life insurance policy to a third party for a value in excess of the policy’s cash surrender value, but less than its face value, or death benefit. Check out the video below to learn more about life settlements and whether it’s a viable option for you.


InForce Policy Management

We help agents, advisors, trustees, and fiduciaries proactively monitor their clients’ life insurance policies.

Monitoring inforce life insurance performance relative to the original performance expectations can be a difficult task for agents, advisors, trustees and fiduciaries trying to protect their clients’ interests. Proformex was created to make InForce Policy Management easy. Our intuitive platform helps you monitor, analyze and manage the performance of your clients’ life insurance policies in a single, distribution-agnostic platform.



Portfolio Consolidation


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