experienced international life valuation actuary specializing in FMV Reports for transfer to corps & helping seniors monetize their T100 policies to pay for LTC
Joined December 2009
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Photos and videos
30 Apr 2023
Danielle, just curious how you would help seniors and their families pay for their Long Term Care or Home Health Care which are not covered by CPP or most Pension Plans including the Federal Retirees.
Perhaps the AFC would be willing to work with my new w…lnkd.in/g85dF3yH
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22 Mar 2023
I think it's time remind FSRAO aand their CAP about lnkd.in/gPK6brYi !! lnkd.in/gVX4VmwD
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9 Mar 2023
Just a quick reminder that 3 years ago in March 2020 Nova Scotia without any public discussion removed the personal property rights of their life policyholders to MONETIZE their asset ! lnkd.in/gKXMbv6U
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13 Sep 2022
10 Top Ways to Use Life Insurance in Charitable Giving
This is the ideal time of the year to consider Charitable Giving and this US article also applies to Canada.
For a FREE Actuarial FMV Estimate of the tax receipt for donating…lnkd.in/e55atX-3 lnkd.in/e7_BsF_r
26 Apr 2022
An interesting prespective for anyone contemplating buying or selling a life policy in the US Life Settlement market.
Here in Canada we are still using grandfather clocks when it comes to a senior being allowed to MONETIZE their life policy, as we are sti…lnkd.in/e6__9RHM
22 Mar 2022
#charitablegiving #fundraising #charities
Canada Helps is contributing $20 to any monthly donation of $20 and over ! lnkd.in/gU6ATfAC
9 Feb 2022
anybody interested in helping me to create a Group RDSP for these kids and other People with Special Needs ? they should visit ppsn.info !! lnkd.in/grDaXCx3
23 Jan 2022
just curious if Mercer is now involved with US Life Settlements or interested in creating a Secondary Market for Canadian seniors with T100 life policies ?
at LifePoint we define Special Needs to not only include persons with disabilities, but low-income…lnkd.in/gE6Dee2k
5 Jan 2022
27 years ago today I incorporated Canadian Life Line (CaLL) in Nova Scotia to offer Viatical Loans to "vulnerable" Ontario Policyholders with AIDS, who were unable to obtain a Living Benefit Loan from their own life insurer.
This was after I aproached Bob…lnkd.in/gVPZVGdi
13 Apr 2018
see my Comment relating to Bill 20 and the Government House Leader's refusal to allow it to proceed IMMEDIATELY !! lnkd.in/dFgtHaG
8 Apr 2018
just asked Manulife CEO to publicly support lnkd.in/dMaczRj to assist Ontario senior policyholders lnkd.in/dYypsDw
21 Jan 2018
time to update this and see which Ontario Provincial Parties are Good, Bad or Ugly when it comes to Bill 162 ! lnkd.in/dWvYcBV
28 Dec 2017
do they also react react differently to a Dec. 31 deadline for receiving a 2017 Tax Receipt? lnkd.in/dbU7HZr
20 Dec 2017
very interesting article ! it seems we live in very "interesting" times !! lnkd.in/dmVtzsu