Trust-Owned Life Insurance Made Easy
Trust-owned life insurance comes with its set of unique challenges. Proformex simplifies complexities so you can best support your clients and uphold your fiduciary duties.
One Source of Truth for Your ILITs
Gain powerful insights by consolidating trust-owned life insurance data across sources. See everything you need at once – trust information, beneficiary information, other advisors, grantor and trustee information, as well as documents, and notes – without hopping between disconnected systems.
Clear Insights From Complex Sources
Whether you want to look at your trusts by trustee or upcoming premium gifts, our platform clearly organizes complex policy information. Proformex provides a system to quickly digest and act on insights to protect your client’s best interest.
Simplified Crummey Notifications
With all your trust beneficiary information in one place, it’s easy to quickly generate Crummey letters by individual trust beneficiaries and print or email those directly from the platform. You can also easily track trust bank account debits and credits.
Standardize Your Client Service Strategy
Keep your client’s best interest at the forefront of your practice. Meaningfully engage clients to assess their needs and offer solutions that optimize their coverage and surface commissionable opportunities. Create a repeatable process for managing trust-owned life insurance.
One Source of Truth for Your ILITs
Gain powerful insights by consolidating trust-owned life insurance data across sources. See everything you need at once – trust information, beneficiary information, other advisors, grantor and trustee information, as well as documents, and notes – without hopping between disconnected systems.
Clear Insights From Complex Sources
Whether you want to look at your trusts by trustee or upcoming premium gifts, our platform clearly organizes complex policy information. Proformex provides a system to quickly digest and act on insights to protect your client’s best interest.
Simplified Crummey Notifications
With all your trust beneficiary information in one place, it’s easy to quickly generate Crummey letters by individual trust beneficiaries and print or email those directly from the platform. You can also easily track trust bank account debits and credits.
Standardize Your Client Service Strategy
Keep your client’s best interest at the forefront of your practice. Meaningfully engage clients to assess their needs and offer solutions that optimize their coverage and surface commissionable opportunities. Create a repeatable process for managing trust-owned life insurance.
Enabling Third-Party Connectivity with Flexibility
Proformex facilitates seamless collaboration with third-party partners, allowing you to securely share data, reports, and insights with key partners. By integrating with your trusted partners, you can ensure everyone stays informed, aligned, and prepared to deliver the highest level of service when it matters.
No Matter What Role You Play in the Industry, Proformex is For You
Banks &
Broker-Dealers
Wealth Managers
Fiduciaries
Carriers
General Agencies
Agents & Advisors