Executive Chairman Brings Financial and Growth Acumen to Proformex Team and Board 

Transferring wealth to future generations is most successful when the values of the generation who built the wealth are transferred as well. Wealthmanagement.com’s Steven Abernathy explains why helping families identify a shared purpose can serve as the foundation for helping wealth flourish for generations to come.

Read full article: Discovering a Family’s Purpose Can Save the Family A Fortune

Creating instant capital via life insurance helps to solve a number of different problems families and business may face. Here’s a well put together list of six such problems that can be solved using life insurance.

Read full article: 6 Problems Solved By Life Insurance

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

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