Elite Advisor Coaching · 12 weeks · US, Canada & Québec
The corporate cases you're already sitting on are worth $50-250K each.
A 12-week live cohort led by a 7-8 figure advisor who closes these every month. You'll work a real case through the program and present it before it ends. This is coaching, not a course library.
20 seats per cohort · Québec open now · Canada starts November 26 · US waitlist
Every advisor meets 5-10 business owners a year. Most leave $50K-$200K on the table.
The knowledge exists, but only a handful of advisors close 10-20 corporate cases a year at $50-250K each, and it isn't easy to access. Conferences are generic. MGA training is surface-level. Mentorship is luck-based. So 99% of advisors write small policies while a tiny few quietly build 7-figure practices on the exact same license.
What you walk away with
What you can do at the end that you can’t do now.
Identify the opportunities in your book
You're already sitting on 5-10 business owners who could be $50K+ cases. Learn to spot them and open the conversation without it feeling awkward.
Design and present with confidence
Holdco strategies, participating life, COLI, executive bonus, key person, buy-sell, split dollar. Know what to recommend, how to design it, and how to present it so the owner says yes.
Present your first or next case
Not theory. You'll work a live case through all 12 weeks with direct coaching from someone who closes these deals every month.
The 12-week journey
What actually happens in the 12 weeks.
See the opportunity
The corporate case landscape, mining your existing book, the discovery conversation, and individual pension plans. By week 4 you have 3-5 scored opportunities and one discovery meeting done.
Design the case
Corporate-owned life insurance, buy-sell and key person, executive bonus and insured retirement, plus a live case-design workshop. By week 8 you have a real case fully designed and ready to present.
Present and close
Presenting to the owner, working with accountants and lawyers without losing the case, advanced structures and objections, then graduation. By week 12 you've presented at least one case.
What's included
Coaching, not a course.
12 weekly live coaching calls
90 minutes, same day and time each week: homework review, teaching, and live hot seats. Every student is hot-seated at least twice and watches 24-36 real case reviews.
The working toolkit, day one
Pipeline tracker, client book audit, discovery question bank, case type decision tree, case design worksheet, presentation template, and accountant intro email templates. Working documents, not a content library.
The community, inside AdvisorOS
One login, alongside your AI case-design tools. Post wins, get case help, submit homework, and access every recording and resource.
A real cohort experience
Fixed start and end. The same 15-20 advisors for 12 weeks. Accountability partners from week one. Graduation in week 12.
Cohorts
Three cohorts. Pick your market.
You learn corporate case design from someone who did it 14+ times last year, not from a generic trainer. He teaches from his own book, walks real cases live, and reviews your work every week.
Québec · français
Coach : Sam Dubuc. Cohorte de 12 semaines en français.
Postuler →
Canada · English
Coach: Mike Sidhu. The current cohort is full.
Join the waitlist →United States
Dates not announced yet. The waitlist gets called first.
Join the waitlist →The cases are already in your book.
Québec is open now. The next Canadian cohort starts November 26, and both Canada and the US are taking waitlist names. Twenty seats each.