By standardizing and simplifying post-sale policy servicing, Proformex and One Resource Group will deliver seamless transition of timely insights from broker to advisor to client

By standardizing and simplifying post-sale policy servicing, Proformex and BKA Financial will redefine the standard for client service in the insurance and financial services industry

InsurTech startup compiled its own resources and other reliable industry source material to help educate customers and peers about what SEC Reg BI entails

CEO Kris Beck authors white paper regarding recent developments in best interest standard regulations in the life insurance industry