Jeff Cait MBA, CLU, CH.F.C., CFP, TEP

Jeff’s professional track record ranges from Life Product Manager to senior leadership roles with companies like PPI Financial Group, Creative Planning Financial Group, and IDC Worldsource Insurance Network. His expertise spans complex policy valuation, transfers, and optimization, as well as advanced estate planning strategies. Over the years, he has worked closely with advisors and industry partners, developing innovative educational programs including math-based insurance frameworks designed to simplify complex financial decisions.

His passion extends to teaching and thought leadership. Jeff has been a long-standing instructor for CLU and CFP programs and has played a pivotal role in shaping the knowledge of industry professionals MTAX programs. He has facilitated ongoing weekly study groups for CLU graduates and frequently speaks at advisor seminars and industry events, advancing best practices across the sector.

The breadth of Jeff’s client success ranges from individual policyholders or even advisors seeking optimal solutions to collaborative projects that strengthen industry education and ethics. His efforts have consistently focused on empowering others, whether professionals navigating sophisticated estate planning or clients seeking financial clarity.

Jeff holds an MBA in Finance and a BBA in Accounting from York University, alongside multiple professional designations including CLU, CFP, CH.F.C., and TEP. He remains committed to advancing knowledge, building ethical standards, and ensuring that life insurance and estate planning continue to serve the best interests of clients and communities.