2024 Conference & AGM


Samuel Waxman, CFP, CLU, CHS, CEA

Life and Living Benefits Insurance Advisor, Waxman Planning

Samuel Waxman is a licensed Life Insurance and Living Benefits Advisor who has been in Financial Services since 2011. He focuses on guiding business owners and high earning professionals into a more secure future by planning through insurance coverage. His goal is to ensure that your insurance and estate plans will help protect you, your family and business despite any of life’s unforeseen obstacles.

He holds the following designations: Certified Financial Planner (CFP), Chartered Life Underwriter (CLU), Certified Health Insurance Specialist (CHS) and Certified Executor Advisor (CEA).

Samuel believes in giving back to an industry that has been great to him. He is a member of multiple CALU committees and is the current Chair of the Living Benefits Issue Group. He has previously sat on the Advocis Technology and Innovation committee and is a member of the St. Joseph’s Hospital Advisory Committee. He finds joy in collaborating with individuals and industry thought leaders who share similar values, working together to drive it towards a more tech-forward and progressive future.

Speaking at the Conference


2024 Conference & AGM Registration