Incorporated business owners looking for tax, estate, and insurance advice — connected with you through our platform. You advise, we handle the prospecting.
Free client introductions, coaching, and a full tech stack — built by brokers who've done it themselves.
Business owners actively seeking tax, estate, and insurance advice — matched with you through our marketing. 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.
You earn when you close. Cases range from $4,000 to six figures. Referral business pays you 70/30 in your favour.
No long-term contracts. No per-introduction fees. You share commission only when an introduction turns into a closed policy.
Sign up for the Dundas Brokers platform. We onboard you with our dialer, CRM, and AI-powered automations — everything you need to manage complex cases.
Business owner introductions begin within 48 hours. Minimum 15 pre-qualified introductions in your first month — 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 client introductions, 50/50 split, full platform, and weekly coaching — all built by brokers who've done it themselves.
Apply to the ProgramNo contracts. No per-introduction cost. If it's not for you, no hard feelings.