News & Insights

1 min read

White Paper: An In-Depth Look into Best Interest Standards for Life Insurance

By Admin on Aug 21, 2019 2:18:36 PM

“Best interest standards” are regulations that require carriers and producers that sell life insurance to establish criteria and processes overseeing product recommendations given to retail consumers. Under best interest standard regulations, all investment recommendations given to consumers must be made with the consumer’s needs top of mind.

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0 min read

Putting with Pepe - Episode 1

By Admin on Aug 12, 2019 5:27:00 PM

It's here! The very first episode of our video series #PuttingWithPepe is finished. In this episode, Proformex Founder Mike Pepe interviews Proformex CMO David Morris about his marketing and entrepreneurial experience in the SaaS space. He shares his primary philosophy with Mike, which is "Don't be afraid to fail". Check it out below: 

PUTTING WIT PEPE DRAFT 4-3 FINAL 070519
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2 min read

Patrick Sullivan Joins Proformex

By Admin on Aug 6, 2019 8:00:00 AM

Patrick Sullivan Joins Proformex

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0 min read

Webcast: Lion Street, Scott Weber

By Admin on Aug 1, 2019 10:51:24 AM

Our Founder Mike Pepe had the opportunity to sit down with Scott Weber, VP of Practice Management & Technology at Lion Street, to discuss current events and topics within the life insurance industry. We'll be sharing individual questions clip by clip on all our social media platforms over the next few weeks, but to view the webcast in its entirety, please watch the video below!

Scott Weber Full
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1 min read

The Proformex Advantage Program

By Admin on Jul 30, 2019 11:14:46 AM

The Proformex Advantage Program is the New Standard for Life Insurance Management for banks, law firms, CPA firms, trust departments, family offices, and foundations that are looking to create better client outcomes while reducing their liability exposure. To learn more about this exclusive opportunity, watch the video below!

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2 min read

First Financial Resources (FFR) Selects Proformex

By Admin on Jul 25, 2019 8:32:43 AM

CLEVELAND, Ohio – July 25, 2019 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that First Financial Resources (FFR) has selected Proformex as its premier policy management platform.

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1 min read

Proformex Rides For a Cure in VeloSano

By Admin on Jul 24, 2019 12:55:05 PM

This past weekend, a few members of our team participated in the annual VeloSano bike race in Cleveland. VeloSano is a year-round, community-driven fundraising initiative to support lifesaving cancer research at the Cleveland Clinic. Since the first event in 2014, more than $17M has been raised through VeloSano and 100% of those funds are hard at work in the fight against cancer. 

velosano
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0 min read

Putting with Pepe Production Underway

By Admin on Jul 18, 2019 1:57:04 PM

Due to the overwhelmingly enthusiastic response we received to our first episode of #PuttingWithPepe, we went ahead and ramped up production on the next few episodes a little ahead of schedule. Stay tuned for coming episodes where you'll get to know our CEO Kristie Beck as well as our CTO Chris Sullivan!

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2 min read

One Resource Group (ORG) Selects Proformex

By Admin on Jul 8, 2019 8:20:00 AM

CLEVELAND, Ohio – July 8, 2019 – Proformex, creator of a proactive life insurance policy monitoring platform designed to give insurance agents, advisors and fiduciaries better oversight and visibility into the performance of in force life insurance policies, today announced that One Resource Group (ORG) has selected Proformex as its premier policy management platform.

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1 min read

Reg BI Requires Brokers and Advisors to be “Very Candid with How They Make Their Money”

By Admin on Jul 5, 2019 7:37:00 AM

Shortly after the passing of Reg BI by vote in the SEC on June 5, 2019, SEC Chairman Jay Clayton was interviewed by CNBC’s “Squawk Box”. In this interview, he clarified a few key differences between fiduciary duties and best interest standards.

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