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🇨🇦 Done-For-You Appointments · Canada

Now accepting applications

8-24 qualified business-owner appointments on your calendar every month. Or you don't pay.

We generate, financially qualify, and book Canadian incorporated business owners straight into your calendar. Holdco surplus, corporate-owned life insurance, estate and succession. AdvisorOS included.

  • 8-24 financially qualified appointments delivered every month
  • If they don't show or aren't qualified, you don't pay for them
  • Incorporated owners with retained earnings and a real tax problem
  • AdvisorOS + a dedicated CSM + the 100+ advisor mastermind, included
Apply now → 4.7 · 130+ Google reviews
$926,375
one Canadian advisor, 14 cases, 12 months
65-75%
show rate, vs 40-50% industry
$66,170
his average commission per case
7×
his return on investment

Watch first

How advisors go from $250K to $3.5M in commissions.

Pavel walks through the whole thing: where the business owners come from, how they get qualified before they hit your calendar, and what actually happens on the two appointments. Watch it before the call and the call gets a lot shorter.

Apply now →

See if you qualify for done-for-you appointments

Takes 90 seconds. If you qualify, we book your call same day.

Step 1 of 7 14%

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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 →

Stop writing 400 small policies a year.

Samuel Dubuc closed 14 corporate cases for $926,375 while cutting his marketing spend 73%. Same system.

Apply now →
Apply now →