Get Ready! with Tony Steuer

GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology

November 21, 2019 Tony Steuer/Mike Pepe Season 1 Episode 8
Get Ready! with Tony Steuer
GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology
Chapters
Get Ready! with Tony Steuer
GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology
Nov 21, 2019 Season 1 Episode 8
Tony Steuer/Mike Pepe

"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.

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

Thought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn - Ashar group, Barry Flagg - Veralytic,  Tate Groome - LifeTrust3D), Bobby Samuelson - The Life Product Review, Chad Neifer - inForce inSights. Links to their sites can be found here.

Please subscribe to the GET READY! With Tony Steuer podcast. 

Show Notes

"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.

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

Thought leaders mentioned: Stay informed: Proformex Blog, Jon Mendelsohn - Ashar group, Barry Flagg - Veralytic,  Tate Groome - LifeTrust3D), Bobby Samuelson - The Life Product Review, Chad Neifer - inForce inSights. Links to their sites can be found here.

Please subscribe to the GET READY! With Tony Steuer podcast.