Promod Sharma (FSA, FCIA) works alongside his son, Jeevan Sharma (CFP). At Taxevity, we help clients explore how insurance smartly aligns with their financial objectives. My actuarial expertise is central to how we clarify complex options and structure optimal solutions.
Our Focus: Protection, Growth, and Philanthropic Impact
Our approach builds on three key pillars:
- Protection: We start with insurance that provides essential financial security, certainty, and control.
- Growth: From this foundation, we explore how well-structured life insurance serves as a powerful tool for tax-advantaged wealth growth.
- Impact: Next, we help clients use the multiplying power of life insurance to expand their capacity for philanthropic giving.
Who We Typically Serve
We specialize in providing personalized advice to:
- Individuals and families who recognize the potential of strategic insurance planning to enhance their financial well-being while significantly expanding their capacity for impactful philanthropy.
- Incorporated professionals (such as doctors, dentists, lawyers, veterinarians, accountants, engineers, and pharmacists) seeking to integrate philanthropic giving into their corporate structure in a tax-efficient manner.
- Small business owners who are planning for succession or wealth transfer and wish to establish a meaningful charitable legacy as part of their overall strategy.
Our goal is to help you smartly use insurance to protect your wealth, grow your future, and multiply your philanthropic impact.
“I believe our financial achievements will gain more meaning when they empower us to make a positive impact. My role is to help you use life insurance to smartly amplify your philanthropic power.”