Advisor Best Practices

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Everything you need to grow – all in one place. Access more than 100 videos, articles, guides and tools to help build your practice on all levels. Stay ahead of industry disruption and turn prospects into Clients for life. Check out the sales tools below and visit to help you grow your business.

Sales Tools

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Build a millennial-friendly practice

Build a millennial-friendly practice and engage the future of wealth

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Supporting Clients with mental health concerns

Grow your confidence in having mental health conversations with Clients and learn strategies for directing them to additional resources.

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Which 10 pay Universal Life is best?

Many Clients prefer to pay for a universal life policy in 10 years. But does that have to mean a guaranteed 10-pay cost of insurance?

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Booking the Insurance Transaction

Booking the Insurance Transaction is a new resource that provides much-needed guidelines to accountants dealing with corporate policies. This is the first resource of its kind in Canada.

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Industry Insights

Industry Insights is a quarterly newsletter offering an overview of key trends affecting the market. Use these bite-size summaries and key takeaways to help grow your business and keep up-to-date.

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Video Marketing Plan

Download this template to get started building your video marketing strategy.

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