“The bottom line is the Golden Rule, try to do the best thing for the client, treat them just like you want to be treated. And, really be passionate about what you do” – Mike Pepe
In this episode of GET READY!, I spoke with Mike Pepe, founder of Proformex (here) about Proformex’s life insurance policy management system. We discussed how Proformex utilizes technology to enable insurance agents, financial advisors and trustees to more efficiently manage their customers life insurance policies. Mike and I also covered how Proformex is designed to expedite the policy review process and proactively clear customers of potential problems with their client’s life insurance policies. Mike also shared his thoughts on the future of best practices in the life insurance industry.
LISTEN HERE:
Audio Player
OR WATCH HERE:
Connect with Mike Pepe:
LinkedIn – Mike Pepe (here)
Website – https://www.www.proformex.com
Thought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn – Ashar group, Barry Flagg – Veralytic, Tate Groome – LifeTrust3D), Bobby Samuelson – The Life Product Review, Chad Neifer – inForce inSights. Links to their sites can be found here.
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About Tony Steuer
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
I make the complex world of financial services easy to understand so that people feel empowered to take control of their financial lives. A recognized authority on financial preparedness - in case of that disaster you did not expect - I advocate for ethics, integrity and consumer protection within the financial industry.
