Proformex Named a 2017 Top 10 Policy Administration Solutions

Proformex Named a 2017 Top 10 Policy Administration Solutions

Proformex was recently named a Top 10 Policy Administration Solution provider by Insurance CIO Outlook, recognizing 10 companies at the forefront of providing administration solutions for the insurance sector and impacting the market place.

Trustees Must Adhere to Strict Fiduciary Duties

Trustees Must Adhere to Strict Fiduciary Duties

The Uniform Prudent Investor Act (UPIA) instructs trustees on the duties they must perform to meet the fiduciary duties they assume once they become a trustee for a trust. When trusts contain a variety of investments or when they contain assets worth a large amount of money, these duties can seem time-consuming and complicated. Each state has laws that establish the standards trustees must follow.

Proformex donates system to Campbell University’s New Wealth Management Center

Proformex donates system to Campbell University’s New Wealth Management Center

To help further our mission of helping advisors and fiduciaries proactively manage life insurance policies for the benefits of their clients and their families, Proformex was honored to donate its TOLI accounting system Campbell University’s new First Citizen’s Wealth Management Center at the Lundy-Fetterman School of Business. The 7,250 square foot center center will serve as a learning lab, simulating an investment firm environment, a trading room, and a trust center.

Read more/Read the full article: Financial Lab Prepares Students with AV Upgrades

Wealthmanagement.com’s Donald Kelly Reviews The Proformex System

Wealthmanagement.com’s Donald Kelly Reviews The Proformex System

From the very beginning, our policy management system was conceived and built to change the way policies are managed. Before we solidified our name Proformex, and our mission to protect, inform, and exceed, our system went by the name of the TOLI Vault. Wealthmanagement.com’s Donald Kelly, evaluates and scores our system andits ability to proactively manage life insurance policies. 

Read more/ Read the full article: TOLI Vault – Storing and analyzing information on life insurance policies and their backgrounds