Marketing Actuary at Taxevity
Toronto, Canada Area
- Current
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- Marketing Actuary at Taxevity
- Past
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- Director of Advanced Marketing at Industrial Alliance Insurance and Financial Services
- Estate Planning Specialist at KingsGate Insurance Group Limited
- Actuary, Individual Insurance at National Life of Canada
- Manager, Client Services at Actel Resources Inc
- Senior Actuarial Assistant at Metropolitan Life Insurance Company
- Actuarial Student at Crown Life Insurance Company
- Education
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- The University of Western Ontario
- Recommended
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9 people have recommended Promod - Connections
-
222
connections
- Industry
- Insurance
- Websites
Promod Sharma’s Summary
Promod ("pro-MODE"), risk manager to the wealthy.
Helps entrepreneurs market better by sharing ideas, insights and best practices. Reveals how the wealthy tame their financial risks, especially taxevity --- overpaying taxes through ignorance or inertia.
Quickly judge the value for yourself by examining the free resources below.
Blogs (270+ articles)
- Riscario Insider for everyone | http://blog.riscario.com
- Marketing Actuary for entrepreneurs | http://marketingactuary.com
Twitter (830+ messages)
- @riscario for everyone | http://twitter.com/riscario
- @mActuary for advisors | htp://twitter.com/mActuary
Podcasts (45+ episodes)
- accompanying Riscario Insider | http://bit.ly/RiscarioPod
eNewsletter (5+ issues)
- Marketing Reflections for LinkedIn connections, advisors and entrepreneurs | http://marketingreflections.com
Promod Sharma’s Specialties:
market, consult, analyze, think, write, present, simplify, explain, coach, share
Promod Sharma’s Experience
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Marketing Actuary
Taxevity
(Insurance industry)
December 2009 — Present (1 month)
Risk manager to the wealthy.
Specializing in taming the financial risks of
- living too long (longevity)
- dying too soon (mortality)
- paying too much tax (taxevity)
Often using the overlooked and widely-misunderstood tax advantages of life insurance.
"free prize": helping entrepreneurs boost revenue by marketing better -
Director of Advanced Marketing
Industrial Alliance Insurance and Financial Services
(Public Company; IAG (TSX Canada); Financial Services industry)
July 2005 — November 2009 (4 years 5 months)
Provide advanced marketing support in the field to advisors and strategic partners, mainly in Ontario. Includes training, presentations and help on specific cases.
Clients include
- bank-owned National Accounts: BMO Nesbitt Burns, National Bank, RBC Dominion Securities, TD Waterhouse, ScotiaMcLeod
- other National Accounts: Assante, Dundee, IA Securities, Manulife Securities, Raymond James
- MD Life
- independent Managing General Agencies (MGAs) -
Estate Planning Specialist
KingsGate Insurance Group Limited
(Insurance industry)
May 2006 — August 2007 (1 year 4 months)
Increase revenue of independent investment advisors at Industrial Alliance Securities via
- proven strategies
- practical ideas
- actuarial insights
- best practices
These services were provided at no charge through KingsGate Insurance Group on a voluntary, part-time basis.
This laboratory provided an unprecedented opportunity to learn and experiment. This resulted in a unique understanding of
- unvoiced feelings of investment advisors
- genuine concerns of clients
- challenges faced by risk specialists
During 2007, insurance sales set records and exceeded levels at most firms supported in Ontario. -
Actuary, Individual Insurance
National Life of Canada
(Insurance industry)
June 1991 — June 2005 (14 years 1 month)
Launch life, health and annuity products in Canada and Curacao for sale through advisors, National Accounts, private label partners or the Internet.
• Report to Executive Vice President and Chief Operating Officer
• Run a department of ten with hands-on responsibilities
• Assisted with manufacturing private label UL for MD Life, TD Life, BMO Life and CUMIS Life (starting mid-1998) -
Manager, Client Services
Actel Resources Inc
(Financial Services industry)
1989 — 1991 (2 years )
• Trained and assisted clients in using the actuarial modeling system
• Performed life consulting for Tillinghast
• Tested, programmed, and developed the software
• Documented user utilities, input items and output items -
Senior Actuarial Assistant
Metropolitan Life Insurance Company
(Public Company; 10,001 or more employees; MET; Insurance industry)
1984 — 1989 (5 years )
• Group Actuarial — Pricing & Analysis (8 months)
• Personal Insurance Financial — R&D (2 years)
• Corporate Actuarial (2 years, as Actuarial Assistant) -
Actuarial Student
Crown Life Insurance Company
(Insurance industry)
May 1982 — August 1982 (4 months)
Summer position in the Group Actuarial Department working for Stuart Wason and Henry Essert in Toronto. The only second year student to get an actuarial position that year.
A much-appreciated opportunity to see if I liked actuarial work before committing my life to the profession. The first time living away from home.
Promod Sharma’s Education
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The University of Western Ontario
BSc (Honours) , Actuarial Science , 1980 — 1984
- Activities and Societies:
- announcer on CHRW-FM during 4th year
Additional Information
Promod Sharma’s Websites:
Promod Sharma’s Interests:
learning, sharing that learning, technology, marketing, communication, presentations, productivity, leveraging, blogging, writing
Promod Sharma’s Groups:
CALU (Conference for Advanced Life Underwriting),
EPCM (Estate Planning Council of Mississauga),
CIA (Canadian Institute of Actuaries),
SOA (Society of Actuaries),
Wikidot.com (publishing network),
TED.com (Ideas worth sharing)
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Toronto -
! Sales Best Practices -
Blog -
Toronto Entrepreneur Alliance -
Actuarial Networking Group -
Advertising Copywriting -
Blogger Users -
marketing - financial services -
Ontario Bloggers Networking Group -
The Blogging Network -
Confluence (Insurance professionals & Insurance recruiters) -
Insurance Marketing Professionals -
TED: Ideas Worth Spreading -
Society of Actuaries -
Insurance Professionals of Canada
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Association of Independent Consultants (AIC) -
EX-MetLife Canada Employees
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Toronto Tax, Accounting, Financial & Estate Planning Professionals -
Twittering -
Wikidot -
LIFE Foundation -
Internet Marketing for the Financial Advisor by AdvisorWorld.com -
Twitter Twittegy -
People Living In Toronto -
Tax, retirement & estate planning support - Canada -
LinkedIn Mobile -
LinkedIn for BlackBerry -
Digital Marketing Professionals Network
Promod Sharma’s Honors:
The London Life Actuarial Scholarship (years 2-4)
UWO Continuing Scholarship (years 2-4)
UWO Entrance Scholarship (year 1)
NSERC Summer Scholarship (year 3)
UWO = University of Western Ontario
NSERC = National Sciences and Engineering Research Council
Promod Sharma’s Contact Settings
Interested In:
- expertise requests
- reference requests
- getting back in touch
