How we help Canadian life agents win with living benefits
Our system books qualified calls with self-employed Canadians and business owners ready to talk income protection. You close. We deliver the appointments.
Book a Strategy CallThe thesis: specialists win
There are about 75,000 Canadian life insurance agents selling the same three commodity products: term, whole, and universal life. When everyone sells the same thing, the only differentiator is price. That race to the bottom kills retention and margin.
Living benefits is the unclaimed positioning. 91% of Canadians have no critical illness coverage. 90% have no disability insurance. The audience that feels that gap most: 2.7 million self-employed Canadians and business owners with no employer safety net.
Here is the lever most agents miss: the Life and A&S license you already carry covers living benefits. No new training. No new exams. Just an underused product line and a massively underserved audience.
The 4-step system
Every part is built, run, and optimized by us. You focus on closing.
Advisor-branded ads
We recreate you using AI avatar tech, on camera in 48 hours. Your face, your voice, your positioning. Running on Facebook and Instagram in the markets you serve.
Pre-qualified leads
Every lead passes through 4 to 6 filter questions on Facebook Instant Forms. We weed out tire-kickers at the front door so you only see people who fit.
Booked appointments
Calendar integration with a video on the booking page reduces no-shows. Qualified leads land on your calendar ready to talk income protection.
AI follow-up plus weekly CSM check-ins
Our AI engages every lead within 4 minutes of opt-in. During launch, your CSM checks in weekly to keep your system tuned.
The phone-call-first filter
Every lead goes through a 15-minute phone call before booking a longer strategy call. This dramatically improves show-up rates and weeds out tire-kickers before they hit your calendar.
Who this is for
- Licensed Canadian Life and A&S agents
- 1+ year actively selling
- Already know how to close
- Ready to specialize and scale
Ready to specialize?
Book a 15-minute strategy call. We will see if you are a fit and map out a plan.
Book a Strategy Call