Book a 30-Minute Fit Call | Dundas Brokers
For licensed advisors in ON, BC & AB

Book Your
30-Minute
Fit Call

Answer a few quick questions, then pick your time. On the call we go through your licence, your market and your numbers, and tell you straight whether the Partner Program or appointment packs fits.Answer a few quick questions, then pick your time — we go through your numbers and tell you straight what fits.

Takes about a minute. No slides, no pitch — just straight answers from real people.Takes about a minute.

⚡ 30-minute call 🇨🇦 Canadian brokers only 🔒 No commitment 📞 Real person, not a bot
What happens on the call

30 minutes. A straight answer.

Martin Ochwat
Martin OchwatCo-Founder & COO, Dundas Brokers · runs every fit call

Your book

What you sell today, how you're contracted, and where your cases come from.

Your market

Your province, the clients you want more of, and the volume we see there.

Your capacity

How many meetings you can take a month and still close them well.

You leave with a straight yes or no on fit, the program that fits, and the numbers.

Real broker results

What a steady pipeline has done for two brokers

$68,716
Harper — first 8 months

Commission written in his first eight months working Dundas appointments.

$81,530
Ben — first year

Commission earned in his first year on the program, built case by case.

Individual results, not a guarantee of income. These are illustrative results from individual brokers, not a promise of what you'll earn; your production depends on you. Life insurance is a tax strategy and wealth-transfer tool, never an investment.

Before you book

Four questions we get on every call

How does Dundas get paid?

A flat monthly platform fee plus a refundable deposit. The platform fee covers the demand engine we run for you: ads, setters, CRM, briefs. The 50/50 split applies only to commissions on clients our appointments introduce (including renewals and later policies on those clients), which keeps our case desk and underwriting support working on the same outcome you are. On referrals those clients introduce, our share is 30%. Business you source yourself stays yours.

What does it cost?

Exact numbers on the call: a flat monthly program fee set by your program tier, plus a refundable deposit. No per-lead charge, and we pay for the advertising.

Is there a minimum term?

Yes, six months, then month to month on 30 days' notice. Business-owner cases take time to close, and six months is what it takes to judge the program fairly.

What if I'm captive or can't split commission?

Yes: appointment packs. They're prepaid business-owner appointments with no commission split and no monthly fee, built for advisors whose contract doesn't allow a split (including WFG, Experior, Primerica, Greatway and career advisors). Skip the fit call: get the pack details →

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