Booked appointments with real Canadians from a real brokerage — demand generated inside our own consumer brands, never resold. You advise and close; we carry the ad spend, on a commission split.
For licensed Canadian life brokers · Application required
No matter how good you are across the table, you can't close a calendar that's empty. Here's what's actually draining your pipeline.
The same name sold to four brokers — so you were dialing a number three people already called. You weren't closing; you were racing.
Hours of dials to book a single appointment. You got licensed to advise clients, not to grind a phone list nobody asked to be on.
Friends, family, and referrals carried you for a while. Then the well ran out — and there was no system underneath to replace it.
In our experience, advisors who leave this business rarely go because they couldn't sell. They go because they ran out of people to sell to — and there was no system underneath generating more. It's not a sales problem. It's an infrastructure problem.
Everyone else sells a US coaching course or a lead list shared with five brokers. We're a licensed Canadian brokerage that books exclusive appointments on your calendar and partners with you to close them — keep your MGA; we add the demand, tools, and coaching.
Canadians who came to Dundas Life or Dundas Wealth and asked for help — assigned to one broker, never resold. A flywheel a marketing agency can't rent you.
You never buy shared leads from us — we carry every dollar of ad spend, win or lose. On the Business Owner Program it's a flat monthly platform fee, then 50/50 only when a policy closes. On Final Expense, exclusive prospects reach you as warm live transfers with a booked-calendar fallback — current structure and pricing are covered on the fit call. Either way, our upside is your production, not your enrollment.
We started as a brokerage. Our own team and founding advisors closed $1M+ running the exact programs you'll run. We built every piece because we needed it first.
Your appointments aren't bought from a third-party list. They're booked with Canadians who came to Dundas Life or Dundas Wealth — our own consumer brands — and asked for life-insurance help. They raised a hand.
Because we generate the demand ourselves, each prospect has never been sold to anyone else — and each appointment goes to one broker: you. That's why it's different from the shared list that burned you last time — and on the call we'll show you a real, recent example to judge yourself.
Dundas Life and Dundas Wealth invest in ads, video, YouTube, and our podcast to reach real Canadians every day.
They request a quote or ask for life-insurance help — high-intent, never freebie-bait.
Fresh, exclusive, never resold. You compete with no one for that name.
No names, no cherry-picked screenshots — just how the four models you're already comparing actually work. Judge the columns yourself.
Swipe the table to see the Dundas column →
| Lead Vendors | Coaching Programs | AI Software Platforms | Dundas Brokers | |
|---|---|---|---|---|
| What lands in your hands | A list of names & numbers — often sold to several agents | A curriculum and a community — clients not included | A dashboard, an AI assistant, and a setup checklist | Booked appointments on your calendar — one broker per prospect, never resold |
| Who does the calling & chasing | You | You — the method is the product | An AI — that you configure, feed, and supervise | Our setters dial, follow up, and book for you |
| How you pay | Upfront, per name — ad cost baked in | Thousands upfront for training — plus your own ad budget | Monthly software fee, plus your own ad spend | We carry the ad spend — flat platform fee, then 50/50 when a policy closes |
| When it doesn't deliver | Refund fights over "bad leads" | "You didn't follow the system" | Money-back terms on the tool — never on the pipeline | Written appointment guarantees, with make-goods |
| Who's behind it | A marketing company | A course creator | A software company | A licensed Canadian brokerage that runs these programs on its own book first |
Every claim in the last column is in writing before you pay a dollar — ask for the guarantee terms on your fit call.
A simple model with no long-term lock-in — we carry the ad spend. You share commission only when a policy closes.
Our own demand engine — Dundas Life and Dundas Wealth — produces high-intent Canadian prospects. We carry every dollar of ad spend, win or lose.
Every appointment is exclusively yours — never shared or resold. Onboarding takes 24–48 hours, and your first booked appointment lands within your first week.
Work your appointments with a full CRM, AI follow-up, and weekly coaching behind you. On Final Expense, brokers reach their first applications in their first month.
On the Business Owner Program, our 50/50 share only applies when a policy closes. On Final Expense, your payout structure is confirmed on your fit call. We generate more demand than our own advisors can serve; sharing it with you beats letting it go cold.
A straight-talk call where we walk the model, the math, and the exact fee — before you decide anything.
Keep your MGA, your carrier codes, your book. Dundas is additive, not a switch — zero switching cost. The part you can't get anywhere else is the demand. The tools below are how we make sure none of it slips.
Qualified, booked appointments generated inside our own consumer brands — the one thing a marketing agency can't replicate. Everything else exists to support it.
Your own CRM, a built-in power dialer, and email/SMS automations — set up for you so no prospect slips through the cracks.
AI follow-up, AI quoting, and an AI appointment setter handle speed-to-contact and the busywork — so your time goes to advising and closing.
When a corporate or complex file comes in, you're not alone. A senior advisor from our team can jump on the client call with you — and, if it helps, pair you with an experienced partner broker to get the deal closed.
Your MGA gives you products and compliance. We give you clients. You change nothing about how you're contracted — keep your codes and your book exactly as they are.
Every policy is written under your code with your MGA — you're the servicing advisor on the file, and you keep operating exactly as you do today. The business you bring yourself is always 100% yours, and on the Business Owner Program your book goes with you. We'll walk the exact ownership details for your program on your call.
Every policy is written under your code with your MGA, and you're the servicing advisor on the file. You keep operating through your own MGA exactly as you do today.
The split applies to the cases our appointments produce. It's the back-end share that replaces a per-lead bill — not a tax on your whole practice.
The clients you bring to the table yourself are your own — we don't touch the business you source on your own.
You own the client relationship, and on the Business Owner Program your book and servicing rights go with you if you ever leave. We'll walk the exact ownership details for your program on your call.
Weekly coaching with Greg Rozdeba (LLQP, MDRT qualifier) — real strategy and live case reviews, not outsourced trainers reading a script. Plus a proprietary Canadian corporate-tax methodology no US program can bolt on.
Greg Rozdeba (LLQP, MDRT qualifier) runs live case strategy with brokers every week — a high producer who's actually closed Canadian cases, not a hired script reader.
Our proprietary Canadian corporate-tax methodology — COLI, CDA, and buy-sell strategy most generalist advisors and even CPAs don't know. A tax strategy, not an "investment."
Technical support from our in-house tax and case specialists — so you can take cases that used to be out of reach.
Real broker results, and the honest version of the economics. No rounding up, no guarantees.
A fast-ramp story: Harper wrote $68,716 in commission in his first eight months working Dundas appointments. Proof of what a steady pipeline can do early, when you work it consistently.
Ben earned $81,530 in commission in his first year on the program — built case by case, with coaching and exclusive appointments behind him the whole way.
Individual results — not a guarantee of income. The figures above are illustrative results from individual brokers on our programs, not a promise of what you'll earn. Your production depends on you. We don't guarantee income, and anyone who does is selling you something. Life insurance is a tax strategy and wealth-transfer tool — never an investment.
Want to model it yourself? Plug your own close rate and case size into the Appointment Math Calculator.
A quick call with our team. We'll show you real appointment volume in your province, walk the commission math, and tell you honestly whether it's a fit. No slide deck, no pitch.
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