Leo Penney, FLMI, FALU, CLU, ChFC, RHU
Barrington Wealth Partners is very proud to have Leo Penney heading up our Advanced Underwriting Department for Canada.
Leo has more than 30 years experience in the underwriting community helping producers package cases for the best underwriting decision. His experience includes working for a major reinsurance company where he was responsible for underwriting operations in Canada, the United States and the Caribbean.
Following that Leo’s career involved working directly with producers, their clients and advisors to resolve complex underwriting challenges, not only from a medical and financial underwriting perspective but also with respect to avocation, foreign travel and other risk factors.
Leo’s involvement at point of sale results in better underwriting decisions and has helped greatly in placing rated cases. He believes strongly that the best time to impact an underwriting decision is at the beginning of the process so that the client can be presented most favourably. He is a regular workshop presenter at the CALU (Conference for Advanced Life Underwriting) annual meeting. He is also a frequent speaker at other industry events. Through his company, Innovative Underwriting Inc. Leo provides access to the U.S. and Bermuda markets on cases that are very highly rated or uninsurable in Canada, especially with respect to the older age market, foreign travel, and other scenarios surplus to the Canadian market.
Fellow Life Management Institute
Fellow Academy Life Underwriting
Chartered Life Underwriter
Chartered Financial Consultant
Registered Health Underwriter
2009 to present President & Founder Innovative Underwriting Inc.
2006 to 2009 Founder Innovative Underwriting Inc.
1992 to 2006 Vice President Underwriting PPI Financial Group
1978 to 1992 Vice President Underwriting Mercantile & General Reinsurance
1972 to 1978 Various senior underwriting roles in Zurich Life Insurance Company, National Life of Canada, Maritime Life
Past committee member Home Office Underwriting Association, Institute Home Office Underwriters, Exam Committee Life Office Management Association, Exam Committee Academy Life Underwriting. Taught Underwriting Selection of Risk for Life Office Management Association. Speaker at numerous conferences in Canada, U.S., Caribbean, UK.