Short Biography

Sept 2008

Lunch & Learn

Do you have clients who are active investors? Are they seeking higher returns? A larger estate? More tax deductions?

Explore the world of IRIS over lunch. Learn

  • How does IRIS remove both drawbacks of life insurance investments?
  • Who buys?
  • Who sells?
  • Why are accountants supportive?
  • What is the biggest objection?
  • What do your clients say at the "Eureka! moment" when they first grasp the benefits of IRIS?
  • and more …

Presenter
A marketing actuary with a passion for simple? Until 2005, Promod Sharma (FSA, FCIA) created products, presentation systems and marketing material for National Life and other companies. Now he helps you increase your revenue by sharing ideas (like IRIS), insights and best practices.

Session

A marketing actuary with a passion for simple? Promod Sharma (FSA, FCIA) helps you increase your revenue by sharing ideas, insights and best practices. Until 2005, Promod created products, presentation systems and marketing material for National Life and other companies.

Head office insider + field expertise. Promod draws from a diverse background and mastermind network to share unique insights with you.
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topic summary
Do you have clients who are active investors? Are they seeking higher returns? A larger estate? More tax deductions?

Explore both types of "10-8" leveraging. How do they remove the two drawbacks of life insurance investments? How do they differ? Who buys? Who sells? Why are accountants supportive? What is the biggest objection?

Oct 2007 (for Pro-Seminars)

Mr. Sharma is an actuary with experience in head office and also the field. He started his career at Met Life in Ottawa in 1984 where he remained until 1989.

He was the marketing actuary for National Life (providing products, illustrations, marketing support) until the harmonization into Industrial Alliance in 2005.

Promod now works in the field providing advanced marketing support to advisors throughout Ontario (both MGAs and National Accounts).

PS Network

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