Join our Trusted Advisor Network.
Over the years, we’ve built a strong network of Life Insurance Advisors across Canada that meet virtually to discuss the latest developments, the math, the products, and the solutions in our industry.
Our network helps Advisors develop smarter life insurance strategies for clients, offer products and quantifiable solutions that put families first, and garner the benefits from a community of like-minded Advisors.
Following an AGA model, we partner with our Advisor Network to help us process new and existing policies, share referrals amongst trusted peers, and allow us to connect families to Advisors.
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We have a host of resources from our latest books to our Youtube channel that provide in-depth information for Canadian Advisors. To be a part of our future resources, join our Trusted Advisor Network! When you are ready, don’t hesitate to reach out.
Buy Our Latest Book (Available on Amazon Canada)
The Principled Way to Buy and Sell Life Insurance
Life insurance agents have been caught in a bad system. Can the venerable life insurance agent ever truly be considered a professional without any published principles? Generally Accepted Life Insurance Principles (GALIP™) is a new principled way to buy and sell life insurance. It’s a process of discovery for an entire industry that starts and ends with the two basic tenets of trust: competency and transparency. No one has to agree with GALIP™. Just please, if possible, tell us why and show us yours.
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Math.Logic.Wealth is your go-to, online, and on-demand resource for a transformative approach to life insurance education. Hosted for free on Youtube and led by industry expert Jeff Cait, MBA, CFP, CLU, CH.F.C., TEP, with 40+ years of experience, our channel empowers financial advisors and individuals with a deep, evidence-based understanding of life insurance products.
Our comprehensive 50-episode series goes beyond traditional sales tactics, focusing on the mathematical principles and logical frameworks that drive life insurance decisions. We cover product design, tax strategies, portfolio diversification, and more, providing transparent insights to enhance your decision-making process.
Whether you're a seasoned advisor or exploring life insurance for the first time, Math.Logic.Wealth equips you with the knowledge and confidence to navigate this complex field. Join us in redefining life insurance education and achieving superior client outcomes.