"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.
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