Promod Sharma

Current

• Director of Advanced Marketing at Industrial Alliance Insurance and Financial Services

Past

• 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

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2 more...

Education

• The University of Western Ontario

Recommended

8 people have recommended Promod

Connections

113 connections

Industry

Insurance

Websites

• promodsharma.com
• Riscario Insider blog
• Marketing Actuary blog

Promod Sharma’s Summary

An actuary with a passion for simple.

Help advisors help wealthy Canadians tame their financial risks, especially taxevity --- overpaying taxes through ignorance or inertia. The overlooked tax advantages of life insurance often provide effective solutions.

Sharing ideas, insights and best practices by blogging.

Tweeting
- @riscario for consumers (http://twitter.com/riscario)
- @mActuary for advisors (htp://twitter.com/mActuary)

Promod Sharma’s Specialties:

consult, analyze, think, write, present, simplify, coach

Promod Sharma’s Experience

• Director of Advanced Marketing

  Industrial Alliance Insurance and Financial Services

  (Public Company; 1001-5000 employees; IAG; Insurance industry)

  July 2005 — Present (4 years 1 month)

  provide advanced marketing support in the field to advisors and strategic partners

• 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

• 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:

• promodsharma.com
• Riscario Insider blog
• Marketing Actuary blog

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),
CIA (Canadian Institute of Actuaries),
SOA (Society of Actuaries),
Wikidot.com (publishing network),
TED.com (Ideas worth sharing)

•    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
•    EX-MetLife Canada Employees
•    Toronto Tax, Accounting, Financial & Estate Planning Professionals
•    Twittering
•    Wikidot
•    LIFE Foundation
•    Social Marketing for the Financial Advisor by AdvisorWorld.com
•    Twitter Twittegy
•    People Living In Toronto

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