Services
Insurance is exciting because no one thinks it is. Well, almost no one.
Financed Insurance
My mission is to give you a quantum leap forward in your business.
I do it by bringing to bear the unique combination of highly efficient process and systems I have developed. So if you’re an advisor or allied professional – an accountant or lawyer, for example – you’ll be excited too. I work with the people in my network at three levels of engagement: collaboration, mentorship and succession.
Collaboration
We work together on insurance strategies for Canada’s most affluent individuals and corporations.
Mentorship
My vision is to revolutionize this profession by mentoring a new generation of advisors. You’re an advisor. How can I help you?
Succession Planning
You’re a seasoned insurance advisor. You love what you do, and never want to stop doing it.
But you are burdened by servicing and outdated technology. I have solved those burdens and know better than anyone how to generate revenue for us on a collaborative basis.
Want to learn more?
I do all of the above in the pursuit of greatness for my professional network, their clients and myself.
Watch videos on the experience page or get in touch.
Recent Blog Posts
- Thinking of selling your book? I have a turnkey solution.
You’re an insurance advisor, probably aged 60+, and you’re thinking about succession. You’ve had a long career in the business,
Contact Brian
My job is to coach you – the advisor and the client – and not let you make a mistake.