Insider Insights Into Insurance
Life and health insurance can provide valuable protection. This doesn't always happen.
Financial services is the least trusted sector on the planet. Insurance salespeople rank low in trust. Canada has additional handicaps because of how advisors are regulated and the hidden financial incentives they receive.
Buyer beware. But how?
Ask an actuary who designed products and saw how they were sold.
In this highly interactive session, get answers to questions like these:
- why does insurance (still) have special tax advantages?
- how do you to get your claim paid?
- how do you find an advisor you trust?
Discover simple ways to spot the pitfalls and take precautions. Bring your questions.
Resources
- What your insurance broker doesn't want you to know
(The Globe and Mail, Dec 2010) - Through Canada's insurance loophole (The Globe and Mail, Dec 2010)
- Canada's insurance loophole: what else is wrong?
- The least trusted sector on the planet (2012 Edelman Trust Barometer)
- The new prescription for trust
- Why after-sales service stinks for life insurance
- Keeping promises: corporate governance 2011
- What are you doing about your high investment expenses?
- The lure of "exclusive" financial strategies
The Presenter
Presenter: Promod Sharma
Designations: FSA (Fellow of the Society of Actuaries), FCIA (Fellow of the Canadian Institute of Actuaries)
Title: Marketing Actuary
Company Name: Taxevity
Promod ("pro-MODE") has devoted his life to insurance. After becoming a fully-qualified actuary, he designed life and health products for 10 years. He saw what advisors tell, omit and sell. As your advocate, Promod reveals those insider insights to protect you. He started blogging in February 2007 and has over 500 posts (some 250,000 words). He conducts independent fee-only actuarial insurance reviews.
Promod has been interviewed in The Globe and Mail, Toronto Star and specialty publications. In 2011, he was nominated for a Business Excellence Award from the Toronto Board of Trade. He lost but of the 49 candidates in 8 categories, he was the only one from financial services —- still the least trusted sector on the planet (according to the 2012 Edelman Trust Barometer).
You'll find more details on LinkedIn (ca.linkedin.com/in/promod) and promodsharma.com.
Special Instructions
The presenter will use his own notebook computer and wireless remote. As a precaution, a copy of the presentation will be on a USB flash drive in PowerPoint 2010 format. This allows use of another Windows computer, if necessary.
Please arrange for the following
- projector with VGA input (content is formatted for 1280x800 HD widescreen but works with a conventional 1024x768 projector)
- sound (video is used)
Copyright, Promod Sharma, 2006 - 2012, Privacy Policy
Proud to be a Nominee for a Business Excellence Award
from the Toronto Board of Trade. The category is Start-up/New Business. The reason is the innovative use of social media to build trust. You can use the same techniques too. Start painting your digital tapestry and keep going. Please?
