Mike Blaney, Cfp, Cim Email and Phone Number

Westward designs, implements and manages insurance-based tax and estate plans for high net worth individuals, their families, and business owners. My role focuses on building relationships with clients, accountants, financial providers, insurers, and medical professionals. I manage a case block of 84 leveraged life insurance/loan facilities with responsibilities of comparing financial results to projections, creating accounting journal entries, performance reporting, and loan… Show more Westward designs, implements and manages insurance-based tax and estate plans for high net worth individuals, their families, and business owners. My role focuses on building relationships with clients, accountants, financial providers, insurers, and medical professionals. I manage a case block of 84 leveraged life insurance/loan facilities with responsibilities of comparing financial results to projections, creating accounting journal entries, performance reporting, and loan renewals.Within a collaborative team, we create financial presentations for client meetings, provide support to accountants for tax reporting and CRA audits, generate cash flow analyses to transition clients from insurer loans to bank loans, and develop charitable legacy insurance plans.My role also focuses on interviewing clients, business advisors, and doctors to collect medical and financial information, and then to provide risk assessments of life insurance and collateral loan applications. I collaborate with financial providers to best position insurance applications. Once an offer is made, I manage the client's transition from acceptance to implementation. Show less

My role centres on interviewing clients, business advisors, and doctors to collect medical and financial information, and then to provide risk assessments of life insurance and collateral loan applications. I collaborate with financial providers to best position insurance applications. Once an offer is made, I manage the client's transition from acceptance to implementation.

Part of a team creating financial solutions for high net worth individuals and businessesIn collaboration with national Sales Managers I helped develop sophisticated tax and insurance based solutions for business owners, executive plans, and group employers. In preparing sales presentations, evaluating competing financial proposals and benchmarks, I provided recommendations to address financial needs, effectiveness, cost savings, and tax efficiencies.I managed a block of… Show more Part of a team creating financial solutions for high net worth individuals and businessesIn collaboration with national Sales Managers I helped develop sophisticated tax and insurance based solutions for business owners, executive plans, and group employers. In preparing sales presentations, evaluating competing financial proposals and benchmarks, I provided recommendations to address financial needs, effectiveness, cost savings, and tax efficiencies.I managed a block of in-force business centred on conducting market surveys, reviewing insurance renewal proposals, and analyzing benefit plans to develop cost-effective solutions. Using extensive knowledge of insurance providers I negotiated on behalf of clients to achieve fair pricing and efficient insurance options. Show less

Consulted with Senior Leadership to promote employer sponsored insurance plansI delivered underwriting services to support the sale of corporate employer insurance plans for Britain's largest insurer. I provided department managerial back up and helped oversee a national team of underwriters. I led an eight-month project to complete a backlog of insurance renewals resulting in significant revenue generation.My role also involved overseeing department targets, delegating… Show more Consulted with Senior Leadership to promote employer sponsored insurance plansI delivered underwriting services to support the sale of corporate employer insurance plans for Britain's largest insurer. I provided department managerial back up and helped oversee a national team of underwriters. I led an eight-month project to complete a backlog of insurance renewals resulting in significant revenue generation.My role also involved overseeing department targets, delegating workflow, providing risk assessment and pricing of the most complex insurance plans, and mentoring junior staff. Show less

Assessed and prepared new group insurance proposalsWorking with a Sales Team, I provided risk assessment and pricing of prospective employer group benefit plans. By utilizing sound underwriting judgment I determined profitability and retention probability. I created financial material for client presentations and employee meetings. Reviewing insurance applications and enrolment data were also part of my role.