The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
GET READY! With Mike Pepe: Improving Life Insurance Review Best Practices with Technology
"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.
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The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.
