What The Financial Experts Own: Samuel Waxman
What type of life insurance do you own?
I currently have a Whole Life insurance policy on myself that has guaranteed cash values and an increasing dividend.
What factors did you consider when determining the coverage amount?
Samuel Waxman is a licensed Financial Advisor who has been in Insurance and Financial Services since 2011. Samuel is licensed in Ontario, Alberta, British Columbia, Manitoba, Nova Scotia and Saskatchewan. He graduated from the University of Western Ontario in 2011, with a Bachelor of Arts and in 2012, from the Financial Services Practitioner Graduate Program at Seneca College. Samuel is a CERTIFIED FINANCIAL PLANNER or CFP practitioner, a Chartered Life Underwriter (CLU) and a Certified Health Insurance Specialist (CHS). He was brought into the business by his father; Peter Waxman and considers himself extremely lucky to be able to draw on his 50 plus years of wisdom and experience. In December 2014, Samuel along with his friend and business partner started Millennial Financial Group (MFG). They recognized that the insurance industry needed a change and through the use of technology and education, Millennial Financial Group brings a fresh new take to the insurance and financial planning business.
Samuel’s goal is to provide you with the proper plan to ensure your financial needs are met, despite the obstacles life may force your way. A brief description of the services provided are: Life Insurance, Disability Insurance, Mortgage Insurance, Critical Illness Insurance, Group Insurance and Employee Benefits, Segregated Funds, RESPs, RRSPs, TFSAs, and any other insurance and investment needs one may have. As an independent broker, Samuel can provide these services through all major Canadian insurance companies.
Samuel lives in Toronto and in his spare time enjoys spending time with family and friends, and binge-watching television shows.