Personal Information
Entreprise/Lieu de travail
Toronto, Ontario Canada
Profession
Actuary | FSA, FCIA, FEA
Secteur d’activité
Finance / Banking / Insurance
Site Web
www.taxevity.com
À propos
An actuary (FSA, FCIA) in the niche of life and health insurance. Developed products and presentation tools. Supported advisors in the field.
Now part of a family practice that specializes in transferring financial risk with tax-tuned life and health insurance. Most of the work is done in collaboration with other independent experts such as investment advisors, accountants and fee-only financial planners.
Helping improve insurance literacy through the Question an Actuary video series (https://youtube.com/taxevity). Hundreds of blog posts at https://blog.riscario.com. Hundreds of podcasts at http://podcast.riscario.com.
Mots-clés
money
actuary
conference
insurance
financial literacy
mortality
health insurance
morbidity
symposium
disability insurance
case study
personal pension plan
life insurance
financial planning
iafp
disability
inattentional blindness
insurance review
private health services plan
continuing education
presentation
longevity
institute of advanced financial planners
academy award
stephen hawking
julianne moore
dementia
alzheimer's disease
still alice
long term care
video
trust
business
competition
social justice
incentives
exercise
health
diet
wealth
sugar
investing
banking
consumer protection
money. personal finance
financial education
behavior
live events
habits
Tout plus
- Présentations
- Documents
- Infographies