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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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.
The program seamlessly integrates state of the art policy monitoring technology with world class insurance advisory services to provide a turnkey solution for ongoing policy monitoring, product consulting and coverage placement services.
Proformex automates the collection of policy statements and illustrations, tracks policy specific performance parameters, generates policy alerts and notifications, and supports ILIT trustee and fiduciary duties, all while proactively monitoring policy performance and creating annual policy reviews.
Advisors compare annual policy performance to contract modifications, product replacements, and life settlement evaluations every year to ensure the client’s best interests are actively maintained.
The Proformex Advantage Program is only available through accredited advisors that have been Proformex certified and maintain annual software, continual education, and training requirements. To learn more about this exclusive program, visit our website.
