Insider Insights Into Insurance

Insider Insights Into Insurance

advisors_ethics500x300.png

Life and health insurance can provide valuable protection. This doesn't always happen.

Financial services is the least trusted sector on the planet (Edelman Trust Barometer 2013outlinks.gif, 2012outlinks.gif, 2011outlinks.gif). 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 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.

advisors_conflictP500x220.png

Resources

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 planetoutlinks.gif (according to the 2012 Edelman Trust Barometer).

You'll find more details on LinkedIn (ca.linkedin.com/in/promodoutlinks.gif) and promodsharma.comoutlinks.gif.

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)

PS Network

Market Better
twitter.png Twitter
blogger.png Blog
marketingreflections.png Newsletter
Spark Insight
website.png Website
Grasp Risk
twitter.png Twitter
blogger.png Blog
website.png Podcast
website.png Website
Tame Risk
website.png Taxevity
Unless otherwise stated, the content of this page is licensed under Creative Commons Attribution-NonCommercial-ShareAlike 3.0 License