Strategic partnership will focus on helping wealth managers safeguard their clients' financial plans

BCH takes robust information surfaced within Proformex back to their advisors to drive meaningful results for policyowners

Leading-edge fintech partnership leverages competitive advantage with financial institution clients

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

September is life insurance awareness month - how are you honoring it this year?

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