About Promod Sharma

Promod (“pro-MODE”; he/him/his) is an insurance actuary who:

• 1991: developed life and health products for National Life
• 2005: supported leading Advisors for Industrial Alliance Insurance
• 2009: became independent with the launch of Taxevity Insurance to bring clients insurance strategies without compromises

Taxevity is a family enterprise that includes Promod’s son, Jeevan Sharma (CFP). The benefits are additional capacity, different perspectives and succession planning. This team specializes in prudent, proven, personalized insurance strategies for:

• needs: transferring the actuarial risks of disability, morbidity, longevity and mortality
• wants: reducing taxes, treating family members fairly, protecting against creditors, …
• gifts: creating or replacing charitable gifts now, later or as part of your estate planning

Learning

Promod studied at Western University on four scholarships, including The London Life Actuarial Scholarship. He is also a:

• Fellow of the Society of Actuaries (FSA, 1993)
• Fellow of the Canadian Institute of Actuaries (FCIA, 1993)
• Family Enterprise Advisor (FEA, 2018)

Community

Promod is a member of local and national organizations:

• Canadian Association of Gift Planners (Co-Chair of the GTA Membership Committee)
• Estate Planning Council of Canada (board member)
• Estate Planning Council of Toronto (committee member)
• Family Enterprise Canada (co-organizer of the Share, Learn and Grow group)

Prior volunteering included six years on the Western University Alumni Association Board, including serving on the Legacy Committee.

Typical Clients

000

What You Value

You value education. You want forthright answers to:

• Understand how/why life insurance works
• Understand why/how donors gift life insurance
• Understand the cons/pros of gifting life insurance

Who You Are

You are in one or more of the following groups:

• an individual without dependents
• part of a family or family business
• an incorporated professional or small business owner

Where You Live

You are a resident of:

• British Columbia
• Alberta
• Saskatchewan, or
• Ontario

Looking For More?

You’ll find more details and testimonials on LinkedIn.

Tip: for weekly video quotes for Will Power, subscribe on YouTube or follow on LinkedIn.