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🇺🇸 Elite Advisor Coaching · 12 weeks · United States

Coming soon

Learn how a top advisor designs and closes 6-figure business-owner cases.

A 12-week live intensive led by a 7-8 figure head coach who closes these cases every month. Not a course library. You bring a real case, and you present it before the program ends.

  • 12 weekly live coaching calls, 90 minutes, with hot seats every week
  • COLI, executive bonus, key person, buy-sell, split dollar, insured retirement
  • The working toolkit day one: book audit, discovery bank, case-design worksheet, presentation template
  • 20 seats per cohort, plus the mastermind and AdvisorOS
12
weeks, live, with a real cohort
20
seats per cohort, no more
$50-250K
typical corporate case commission
24-36
real case reviews you'll watch

The US cohort hasn't opened yet. Put your name down now and we'll call you before we announce the dates publicly.

Join the waitlist for the US cohort

Takes 90 seconds. Waitlist applicants get called first, before we open it up.

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Proof

One advisor. 14 clients. $926,375 in one year.

$926,375 from just 14 clients in 12 months.

Samuel Dubuc
Samuel Dubuc
Financial advisor · Dubuc & Associés · Quebec, Canada

Samuel went from writing about 400 small policies a year to closing 14 high-ticket corporate cases, growing production 57% while cutting his marketing spend 73%.

Read the full case study →

Get on the list before the seats exist.

Every cohort so far has filled from the waitlist. 20 seats, and the people on this list get the call first.

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