Lakeview Financial Services uses Proformex to manage and monetize their life insurance business
By - April 12 2023
Originally posted by: Proformex
"Proformex has been instrumental in helping us help our advisors stay ahead of at-ris..
Evolving Life And Annuity Sales Platforms
By - March 2 2023
By Ken Leibow
What’s exciting about 2023 is not just new technology, but the evolution of the platforms we use toda..
Pacific Life Collaborates With Ensight™ and Insurance Technologies on New Dynamic Client Illustration Tool for Annuities
By - January 14 2022
Pacific Life becomes first annuity provider to offer financial professionals an interactive, personalized client illustr..
Pacific Life Collaborates With Ensight™ and Insurance Technologies on New Dynamic Client Illustration Tool for Annuities
By - November 24 2021
Pacific Life becomes first annuity provider to offer financial professionals an interactive, personalized client illustr..