Manage risk and grow revenue from one digital insurance platform
Gain actionable insights to help fuel growth for you and your advisors
Unlock new opportunities from your sales and distribution channels
Protect client best interests while growing your business
This paper, written by Proformex President and Founder Mike Pepe, emphasizes the importance of choosing life insurance distribution partners wisely, and ensuring those partners are properly equipped to support you in all capacities. Rather than simply selecting the distribution partner with the higher commission payouts, Pepe challenges agents to make more informed decisions, especially with best interest standards regulations on the rise.
“Trying to manage your own book of inforce policies can be challenging enough as it is,” Pepe said. “Now given the added complexities brought on by best interest standards, it’s no longer something any one insurance producer can take on alone.”
We'd love for you to see the Power of Proformex in action.