Featured Resources

Reg BI Roundtable

The SEC’s Reg BI implementation date has passed, and your compliance is required. But this new set of rules and standards is nuanced and complex. What exactly does the rollout mean for you? Find out in this on-demand webinar.

An In-Depth Analysis of Best Interest Standards

Learn how best interest standards were first introduced to the life insurance industry, how they are currently being regulated and implemented and where they are headed.

Best Practices for Marketing Your Life Insurance Agency

For better or worse, COVID-19 has forced us all to adapt the way we do business under our 'new normal'. But with change comes the opportunity to scale and improve in new or re-imagined ways.

Best Practices for Marketing Your Life Insurance Agency and Establishing Trust

White Paper
Earning your clients' trust is paramount in the life insurance business. In our latest white paper, our CMO, David Morris, discusses ways you can help establish that trust with a solid marketing strategy for your life insurance agency.

The New Normal in a Disrupted World

White Paper

As the COVID-19 crisis rages on, it's important to keep open lines of communication going with your clients. What questions can you be asking them to help enhance their outcomes? Read our latest white paper for a handful of examples.

6 Ways Carriers Can Navigate the Impact of InsurTech in a Digital, More Regulatory Age

White Paper

Proformex Director of Strategic Partnerships, Kelly Lytle, provides an overview of six different ways carriers can embrace insurtech to enhance their processes and procedures. Discover the impact leveraging technology and automation can have on your business.

COVID-19 and the Life Insurance Industry

White Paper

How is COVID-19 impacting the world of life insurance? Our Founder Mike Pepe shares his insights in his latest white paper.

7 Reasons Policy Management is Good for You and Your Clients

White Paper

Life insurance technology is no longer just a differentiator. See how and why inforce policy management enables you to provide your clients with the best possible outcomes.

It's Not About Getting Another 1%

White Paper

When considering a life insurance distribution partner, you must consider more than just who gives you a higher commission payout. This paper outlines other important decision-making factors.

An In-Depth Analysis of Best Interest Standards

White Paper

This executive white paper examines how best interest standards were first introduced to the life insurance industry, how they are currently being regulated and implemented, where they are headed.

How Technology is Changing the Policy Holder Experience

White Paper

Policy owners have grown accustomed to technology in virtually every aspect of their lives, so why should life insurance policy management be any different?

Prospecting to COIs

White Paper

There are a variety of sources for new clients that life insurance agents can leverage to build their business, and one of those sources is through Centers of Influence (COIs).

The Policy Review Dilemma

White Paper

Due to its complex and time-consuming nature, most agents are not focusing their energy on ongoing policy performance monitoring. But policy monitoring is crucial to meeting policyowner expectations.

Succession Planning - How Technology Increases Business Valuations

White Paper

As the insurance industry ages, it's important for independent insurance agents and brokers to consider their plans for their practices upon their retirement. See how Proformex can help.

Proformex ROI: Policy Reviews

White Paper

Annual policy reviews are time-consuming and costly. Imagine how you could reallocate your time and resources and put them to better use if you had a way to automate the policy review process.

Life Insurance - What You Need to Know

White Paper

From assessing your needs to understanding the multitude of product types within the life insurance realm, there's a lot of information that policy owners need to know.

Life Insurance Policy Reviews

White Paper

Life insurance isn't likely to be top-of-mind for clients in most cases, so an annual policy review is recommended to catch any changes. See how Proformex supports policy reviews in our latest white paper.

The GAs of the Future

White Paper

As technologies begin to surface within the marketplace, it's becoming increasingly important for agencies to identify and explore ways to implement these tools and resources for the benefit of their agents.

Fiduciary ILIT Responsibilities

White Paper

There is a tremendous amount of responsibility tied to fiduciaries when it comes to irrevocable life insurance trusts. Automation of the tasks associated with Proformex can help.

Trustees Must Adhere to Strict Fiduciary Duties

White Paper

Trustees are legally considered fiduciaries and are thus held to strict fiduciary duties. Managing trusts can be complicated and time-consuming enough as it is, but Proformex can help. See how.

Fiduciary Duty

White Paper

Fiduciary duty is both a duty of loyalty and a duty of care. Since it's one of the highest obligations imposed by law, the potential consequences of failing to uphold this standard of care can be severe.

Proformex ROI: New Business Opportunities

White Paper

Don’t wait until your annual reviews with your clients to find potential sales. Learn more about how Proformex can help you quickly identify these opportunities for easy sales.

InForce Policy Management

White Paper

Monitoring inforce life insurance policy performance relative to the original performance expectations can be difficult. But it doesn't have to be. See how Proformex can help. 

Leveraging Proformex for an automated annual policy review process with client-ready reporting

Webcast

Featuring Brittany Massaro, Brokerage Manager at Coastal Insurance Consulting, LLC., and Max Posner, Customer Success Manager at Proformex

The power of insurtech for better inforce policy management

Webcast

Featuring Will Cassidy, President of Cassidy & Co., and Mike Pepe, Founder of Proformex

Finding a new normal in the aftermath of COVID-19

Webcast

Featuring Ken Leibow, CEO & Founder of InsurTech Express, and Mike Pepe, Founder of Proformex

Adapting during a pandemic - how life insurance needs to change for the better

Webcast

Featuring Izzy Brettler, Vice President of Arbor Group, and Max Posner, Customer Success Manager at Proformex

Empowering yourself with unbiased inforce data to help clients make critical decisions

Webcast

Featuring Randy Hester, Managing Member of Universal Insurance Group, LLC , and Max Posner, Customer Success Manager at Proformex

Early predictions on how COVID-19 will impact the life insurance industry

Webcast

Featuring Dustin Johnson, EVP of Marketing and Chief of Staff at One Resource Group, and Mike Pepe, Founder of Proformex

Inforce policy management from a general agency's perspective

Webcast

Featuring Cathy Neifeld, Partner and General Counsel at AgencyONE, and Mike Pepe, Founder of Proformex

A unique perspective - combining experience from distributors, carriers, and vendors in the life insurance industry

Webcast

Featuring Ken Leibow, CEO & Founder of InsurTech Express, and Mike Pepe, Founder of Proformex

Embracing insurtech to create efficiencies

Webcast

Featuring Gonzalo M. Garcia, CLU, Partner at AgencyONE, and Mike Pepe, Founder of Proformex

Engaging with the policy owner throughout the life of the policy, not just as point of sale

Webcast

Featuring Dustin Johnson, EVP of Marketing and Chief of Staff at One Resource Group, and Mike Pepe, Founder of Proformex

Minding and mining your book of business - where technology and human capital meet

Webcast

Featuring Tom Gray, CEO of Employee Pooling, and Mike Pepe, Founder of Proformex

Going above and beyond due diligence to truly satisfy client best interests

Webcast

Featuring Barry Flagg, Founder of Veralytic, and Mike Pepe, Founder of Proformex

Ethics, integrity, and consumer protection for the life insurance industry

Webcast

Featuring Tony Steuer, Author & Financial Awareness Advocate, and Mike Pepe, Founder of Proformex

Leveraging technology for easier, more consistent inforce policy management

Webcast

Featuring Chad Neifer, Founder of inForce Insights and Mike Pepe, Founder of Proformex

Trending now in life insurance: a renewed focus on inforce

Webcast

Featuring Scott Weber, VP of Practice Management and Technology, and Mike Pepe, Founder of Proformex

Fiduciary duty: not just for wealth managers anymore Learn how the term has evolved

Webcast

Featuring Marty Jensen of Trust Protector, LLC and Mike Pepe, Founder of Proformex

The future of the life settlement industry - what can we expect?

Webcast

Featuring Jim Purdy, Director of Agent Origination at Magna Life Settlements, and Mike Pepe, Founder of Proformex

Life insurance is an industry of acronyms What exactly is an ILIT?

Webcast

Featuring Tate Groome, President of LifeTrust3D, and Mike Pepe, Founder of Proformex

The importance of monitoring the performance of the policy and the performance of the premium financing loan

Webcast

Featuring Michael Seltzer, Founding Member & Principal of Verite Group, and Mike Pepe, Founder of Proformex

Will the life settlement market grow to $250B over the next ten years as projected?

Webcast

Featuring Jon B. Mendelsohn, CEO & Founder of Ashar Group, and Mike Pepe, Founder of Proformex.

Whiteboard Wednesday with Kevin Kelley Part 2

Educational Video

In part 2 of our Whiteboard Wednesdays with Kevin Kelley, we address a question we received regarding the COVID-19 crisis. Listen for Kevin's explanation in the video above!

Whiteboard Wednesday with Kevin Kelley Part I

Educational Video

Our Sr. Life Insurance Specialist Kevin Kelley shares his insights regarding COVID-19 and the industry in our newest vlog series, Whiteboard Wednesdays.

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

Educational Video

By combining a perfect mix of technology, partnerships, and data, Proformex is transforming life insurance distribution. Learn more in the video below.

Best Interest Regulations for Financial Institutions

Educational Video

Best interest regulations are sweeping across the country. How can financial institutions best prepare for and adapt to the changing rules? See how in the video above.

Consolidated Portfolio View

Educational Video

When you work with multiple carriers, it can quickly become difficult to get a clear line of sight across your entire inforce book. See how our carrier and distribution agnostic platform can help.

Proformex ROI

Educational Video

Proformex has turned ongoing inforce policy management into a revenue maker. See how some current Proformex customers are generating an annual 300%+ ROI on their purchase of our platform.

The Power of Proformex

Educational Video

The life insurance industry is undergoing a digital transformation, thanks to technology like Proformex. Discover how our turnkey solution saves you time, money and resources on inforce policy management.

Policy Reviews Made Easy

Educational Video

Regardless of how many different life insurance carriers you contract with, Proformex can help securely consolidate all of your data and provide you with more consistent client reporting.

Reinventing Life Insurance Distribution

Educational Video

The life insurance industry has proven to be one of the slowest industries to adopt and implement new technologies to improve the way we do business. Proformex is transforming our industry. See how.

Captive vs. Non-Captive Agents

Educational Video

This video outlines some of the major differences between each agent type and demonstrate some of the ways our platform can support those agents who are transitioning from being captive to independent.

Suitability

Educational Video

With new best interest standards regulations, producers must be able to demonstrate that their client recommendations and sales transactions are suitable. What criteria are used to define "suitable"?

The Proformex Advantage Program

Educational Video

The Proformex Advantage Program is the New Standard for Life Insurance Management for banks, law firms, CPA firms, trust departments, family offices, and foundations.

Supporting Fiduciaries

Educational Video

Fiduciary obligation is one of the highest imposed by law. The possibility of breaching those duties is known as fiduciary risk. Discover how Proformex limits your exposure to that risk.

Prospecting to Centers of Influence (COIs)

Educational Video

There are many ways to prospect for new business, and one of those tactics is by leveraging centers of influence (COIs). Watch our video below to learn how using Proformex can help you better prospect to COIs. 

How Technology is changing policyowner expectations

Educational Video

Thanks to the advancement of technology, consumers have increased expectations for the products and service providers they use. This is no different for life insurance clients.

Introduction to Succession Planning

Educational Video

Fiduciary Risk

Educational Video

Fiduciaries are obligated to always act in the best interest of their clients. The possibility of a fiduciary failing to do so is referred to as fiduciary risk. See how Proformex limits your exposure to fiduciary risk.

Best Interest Standards

Educational Video

Best interest standards are coming, and it's important to ensure your processes are compliant now before it's too late. Watch this video to learn more about how Proformex can help.

Introduction to Irrevocable Life Insurance Trusts (ILITs)

Educational Video

Whether you're a professional or non-professional trustee, you are held to strict fiduciary standards. Proformex can help you avoid unintended breach of those fiduciary duties.

Introduction to Life Insurance Policy Reviews

Educational Video

Annual policy reviews are essential to ensuring that policyowners' expectations are met. But they're time consuming and costly. Watch this video to see how Proformex helps formalize and automate the process.

Introduction to Life Settlements

Educational Video

A life settlement is the sale of an unwanted policy to a third party for an amount that is higher than the policy's cash surrender value and lower than the death benefit. Watch this video to learn more.

Introduction to Non-Professional Trustees

Educational Video

Since most non-professional trustees don't have insurance industry experience, many of them may be unaware of all the responsibilities entrusted to them as well as the potential for liability exposure.

Introduction to Premium Financing

Educational Video

Premium financing is a good option if you’re looking for alternatives to pay for those costly premiums. Watch this video to learn more about how premium financing could work for you.

Introduction to Proformex for General Agencies

Educational Video

With changes in state insurance regulations and increased product performance concerns, inforce policy management is becoming a major issue for the life insurance industry.

Larkins & Larkins, LLC.

Customer Success Story

Larkins & Larkins, LLC - a specialty life insurance brokerage - leverages Proformex to provide their high net worth clients an invaluable asset: peace of mind.

Equitable Advisors

Customer Success Story

Discover how Proformex helped an agent take corrective actions on an orphaned policy that was not meeting the client's performance expectations.

LifeTrust3d

Customer Success Story

Learn more about how LifeTrust3D has leveraged automated inforce policy management and fiduciary risk mitigation with Proformex to further scale their business.

Lion Street

Customer Success Story

Lion Street implemented Proformex for consolidated inforce policy management. Now, they are delivering a better overall experience to their clients. See how.

Zaverl & Associates

Customer Success Story

See how Proformex helped to automate inforce policy management for a 40-year-old firm with a considerably sized book of business and helped identify new business opportunities. 

The TOLI Group

Customer Success Story

When a policyowner’s premium payment was not appropriately applied to his account, his life insurance policy became subject to lapse. Discover how Proformex helped keep the $2.5M policy inforce.

Wegman, Hessler & Vanderburg

Customer Success Story

A client at this law firm had a life insurance policy that he was ready to surrender. Find out how Proformex intervened and gave him some more preferable alternatives to explore.

Strickland, Nuske, Friend & Berry, Inc.

Customer Success Story

See how Proformex helped this firm regain 30 years' of guarantees that were lost on a client's policy when he made a material change to that policy.

Kohrman Jackson & Krantz

Customer Success Story

Discover how Proformex helped this local foundation keep a gifted $5M life insurance policy inforce after an unexpected 400% premium payment increase.

Fiduciary

Customer Success Story

A law firm with a significant trust practice had no comprehensive process for policy review. Learn how Proformex solved their reactive problem and created real differentiation from their competitors.

Life Insurance Advisor

Customer Success Story

Find out how one advisor transformed his practice utilizing the Proformex system to ensure his clients' needs were met while creating new opportunities within his current book of business.