Boyd Soussana

Hi my name is Boyd Soussana and I specialize in bringing niche products to the Canadian marketplace.

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Boyd Soussana has been engaged in the financial services industry, mainly of the insurance and wealth management side of the busniess for over twenty five years. I held positions with major life insurance companies in various capacities including sales, marketing, compliance and management. Over this time Boyd Soussana has been successful in working with the corporate agencies to design and introduce new product applications including coverage for mortgage insurance, home builder warranty and disability insurance. In 1999 Boyd Soussana became President and CEO of Integrated Insurance Solutions, a manufacturer of life insurance software programs providing a complete front-to-end underwriting platform that is interfaced with existing legacy systems used by the major life insurance companies and dealing with mortgage brokers in Canada. Specialties: Marketing, Insurance, Life Coaching

Managing Director at Unison Warranty Corp.

2012 - Present | Halifax

Introduction of a Dental Warranty to the North American market. A dental warranty provides more comprehensive coverage and higher limits than most dental insurance plans. In order to be covered under a dental warranty applicants need to undergo a mandatory dental examination and obtain a clean bill of dental health.

President at Integrated Insurance Solutions

April 2001 - May 2011 | Halifax

Developed Creditorlife.com Platform and marketing to hundreds of Mortgage brokers and companies across Canada

President at First Fundy Financial

1997 - 2003 | Halifax

§ Increased life insurance sales from $236K to over $5 million. § Increased sales representatives from 23 to over 100. § Developed and Trademarked universal Life insurance concept named the “Maximizer” § Appointed to Standard Life’s MGA advisory council 2001 § Appointed to Canada Life’s MGA advisory council 2002 § Appointed Exclusive Atlantic Canada’s representative for Succession Strategies’ “Retained Earnings Swap”

Branch Manager at Manulife Financial

1994 - 1997 | Winnipeg

§ Increased regional sales from $750K to $2.5 million. § Increased regional sales representatives from 25 to 105. § Agent persistency attained 60% § Won Branch Manager of the Year award during first full year as Branch Manager, only 3 other instances in Company history has this been achieved. § Appointed Managers advisory council for creation of Manulife GIF program. 1.5 billion in new segregated funds sales achieved in first year and 2.5 billion in second year. § Manulife Securities compliance officer for Winnipeg West Branch § Moderator for CAIFA courses § Attended Steven Covey “Principal Centered Leadership” program

Sales manager at Manulife Financial

October 1992 - October 1994 | Moncton, New Brunswick

§ Expanded sales team from 12 to 24 § Doubled agent life insurance production § Co developed “Insured Retirement Program” computer software

Marketing Manager at Manulife Financial

October 1988 - October 1992 | Montreal, Quebec

§ Responsible for computerizing 26 different life insurance concepts. § Recruited and trained over 75 agents and brokers. § Responsible for Joint fieldwork with experienced and inexperienced agents. § Responsible for marketing meetings held monthly § Jointly Responsible for the creation on the Montreal Brokerage Managers association

Disability Income Specialist at Great-West Life

1985 - 1988 | Montreal, Quebec

§ Formed part of the initial group of 3 candidates for GWL’s specialist program, which is a formula that all insurers in Canada at present partake § Co-Developed GWL Montreal Brokerage office § Won Brokerage of the year 1987, 1988 § Increased disability sales by 500% § Managed Inter-Corporate arrangements with Manulife, Industrial Alliance, Prudential and North American Life

Concordia University

1978 – 1984

Bachelor of Arts (BA)

Centennial High

Personal Trainer, Life Coach, Skiing, Hockey