News & Insights

1 min read

5 Ways Proformex Leverages Technology, Industry Partners, and Data to Enhance Distribution

By Admin on Apr 6, 2020 12:30:24 PM

Proformex uses a combination of powerful technology, expansive industry partnerships, and robust data and analytics to transform life insurance distribution as we know it. Learn more in the video below!

Continue Reading
0 min read

Webcast - Dustin Johnson, ORG

By Admin on Apr 6, 2020 12:21:58 PM

Proformex Founder Mike Pepe interviews Dustin Johnson, EVP of Marketing &Chief of Staff at One Resource Group, chat about the COVID-19 crisis and its impact on the life insurance industry as a whole. They both had some great insights to share, so give it a listen below!

Continue Reading
0 min read

Putting with Pepe - Episode 10

By Admin on Apr 6, 2020 12:00:27 PM

We're back with another episode of our beloved series #PuttingWithPepe! In episode 10, Founder Mike Pepe interviews Anthony Moeglin, one of our Account Executives. Learn more about Anthony in the video below!

Continue Reading
0 min read

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. 

Continue Reading
1 min read

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:

Continue Reading
1 min read

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.

Continue Reading
1 min read

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

Continue Reading
2 min read

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!

Continue Reading
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!

Continue Reading
0 min read

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. 

Continue Reading

Featured