Resource Library

Product Overview

Proformex simplifies complexities typically associated with ongoing policy management by combining powerful technology with an easy to use interface, putting portfolio oversight and control at your fingertips.

Controls can be individually set according to the unique goals and objectives of each policy or across the entire portfolio. This allows all policies to be properly managed within the desired parameters and minimizes the need for manual policy administration.

Categories:    EDUCATIONAL VIDEOS     |     INTERVIEWS & WEBCASTS     |     WHITE PAPERS     |     PUTTING WITH PEPE

Educational Videos

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ILIT
Introduction to Life Insurance Policy Reviews Thumbnail
Introduction to Proformex for General Agents
Introduction to Succession Planning Thumbnail-1
Best Interest Standard Thumbnail
Fiduciary Risk Thumbnail
Non Professional Trustee Thumbnail-2
How Technology is Changing PolicyOwner Expectations THUMBNAIL

Policy Reviews Made Easy

Supporting Fiduciaries Using Proformex _ Thumbnail-1

The Proformex Advantage Program_Thumbnail-1

Intro to Sustainability Thumbnail

captive vs. non-captive correct thumbnail

How Proformex Helps You Thumbnail v2 (1)

 

Industry Expert Interviews

Marc S. Byrnes Thumbnail
Jon J Pinney Thumbnail-2

Nick Bowman LION STREET Thumbnail

Bill Boersma OC Consulting Group Thumbnail

Thomas Bishop THE BISHOP COMPANY Thumbnail

Richard Harris RICHARD HARRIS LLC Thumbnail

Michael Seltzer VERITE GROUP Thumbnail

Marty Jensen PMI ADVISORS Thumbnail

Jon Mendelsohn ASHAR GROUP Thumbnail-1

Jamie Mendelsohn ASHAR GROUP Thumbnail

David Sterling STERLING CAPITAL RESOURCES Thumbnail

Scott Weber Thumbnail Webcast

White Papers

Trustees Must Adhere to Strict Fiduciary Duties _ Thumbnail
InForce Policy Management _ Thumbnail
Proformex ROI_New Business Opportunities
Proformex ROI_Policy Reviews
Fiduciary Duty Thumbnail
Non Professional Trustees - ILIT Responsibilities Thumbnail
Succession Planning - How technology increases business valuations THUMBNAIL
The General Agencies of the Future Thumbnail
Fiduciaries - ILIT Responsibilities THUMBNAIL
WP Policy Review Dilemma Thumbnail
Life Insurance What You Need to Know Thumbnail
Life Insurance Policy Reviews Thumbnail
Thumbnail_Non Professional Trustee
Prospecting to COIs Thumbnail
How Technology is changing the policy holder experience Thumbnail

Best Interest Standard Thumbnail

Putting with Pepe

PuttingwithPepe_Thumbnail_DavidMorris

 

PuttingwithPepe_Thumbnail_KrisBeck

PuttingwithPepe_Thumbnail_ChrisSullivan

 

PuttingwithPepe_Thumbnail_PatrickSullivan