Get Ready Podcast: Improving Life Insurance Review Best Practices with Technology

"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:

Watch Here:

Connect with Mike Pepe:

Connect with Mike Pepe:
LinkedIn -  Mike Pepe (here)
Website - www.proformex.com

Thought leaders mentioned: Stay informed: Proformex Blog (here), Jon Mendelsohn - Ashar group (here), Barry Flagg - Veralytic (here),  Tate Groome - LifeTrust3D (here), Bobby Samuelson - The Life Product Review (here), Chad Neifer - inForce inSights (here)

 

 

 

 

 


 

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About The GET READY! with Tony Steuer Podcast: On the GET READY! Podcast, I’ll be catching up with inspiring professionals from a variety of backgrounds and experiences to help bring you innovative strategies to organize your financial life. GET READY! With Tony Steuer will help you be informed and financially prepared today and in the future. We’ll also talk about best practices from both the consumer and industry perspectives. 

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