We generate the demand, fund the ads, and book qualified incorporated business owners straight into your calendar. You run the appointment and advise; we handle the prospecting.
Booked business-owner appointments, coaching, and a full tech stack — built by brokers who've done it themselves. Flat platform fee; we split commission only when a policy closes.
We run the ads and the setters. Business owners seeking tax, estate, and insurance advice land as booked appointments in your calendar. No per-introduction fees.
Every business owner is matched with you and only you. No sharing, no competing.
Real strategy and case reviews with Greg Rozdeba — not a hired coach reading from a script. One-on-one support to close complex cases.
CRM, power dialer, email and SMS automations, AI follow-up sequences, and a personal broker website. Everything you need from day one.
50/50 when a policy closes. Case sizes vary widely — from four figures to six-figure corporate cases. Referral business pays you 70/30 in your favour.
No per-introduction fees. A flat monthly platform fee, then 50/50 only when a policy closes — terms walked through in full on the fit call.
Join the Dundas Brokers platform on a flat monthly platform fee. We onboard you with our dialer, CRM, and AI-powered automations — everything you need to manage complex cases.
We generate the demand and fund the ads. Your first booked appointment lands within your first week. 8+ booked, qualified business-owner appointments a month, in writing — or we keep booking at our cost. Each one exclusively yours.
Weekly coaching, case reviews, and one-on-one support. With cases ranging from $4K to six figures, even a few closings a month can transform your book.
From licensed advisors who've grown their book through the program.
"You pretty much already got me sold on joining your AGA — I'm quite certain of it. I am all in on trying out your tech platform to see how that will impact the conversions."
"I just took an application for RBC Your Term (Term 16), $1,000,000 on a male 61 ns. Premium $700/month. Business Key-Man Death Benefit."
"I'd recommend Dundas Life to any advisor considering a partnership. They've been excellent to work with and the results speak for themselves."
Exclusive booked appointments, flat platform fee, 50/50 split only when a policy closes, full platform, and weekly coaching — all built by brokers who've done it themselves.
Apply to the ProgramNo per-introduction cost. Flat platform fee, split only when a policy closes. Terms in writing before you sign. If it's not for you, no hard feelings.