NAIFA Cleveland June Monthly Education Program (1 CE Approved)

June 11, 2020   |   8:30 am

“New Reg BI”

This program has been APPROVED for 1 CE

Program Overview: Best interest standards regulations are on the horizon for 2020, and life insurance and financial service professionals alike need to be prepared. Folks in the industry must establish processes and procedures that are compliant with these new rules. While the task at hand may initially seem daunting and cumbersome, it doesn’t have to be. In this session, we will discuss ways to leverage technology to make best interest standards compliance easier and more effective.”

Presenter:  Mike Pepe, Founder & President | Proformex

Michael Pepe capitalized on his nearly 20 years of life insurance policy expertise by launching Proformex, an inforce policy management platform that helps fiduciaries, financial planners, insurance brokerages and agents monitor, manage and govern their life insurance policies. Its SaaS (Software as a Service) solutions are designed to proactively alert customers of potential problems with their life insurance policies and protect against degradation and asset erosion.


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