Elite Advisor Coaching

For Licensed Canadian Advisors

How To Close 6 Figure Corporate Life Insurance Cases

I'm Michael Sidhu, CFP, CLU, FMA, RCIS, and over the last 6 years, my average case size is $176,000 in annual premium.

Limited Time Founding Cohort Price. 20 seats only.

$4.46M
In Corporate Premium Funded (2020-2025)
$176K
Average Annual Premium Per Case. Before Deposit Options
$3M+
Written in 2026 Alone
30 Years
In The Industry

Here's exactly what the founding cohort will cover:

Movement I — Diagnose

  • Session 1: Define your direction and set professional standards
  • Session 2: Select a niche where you can create disproportionate value
  • Session 3: How business owners think, and what they really want

Movement II — Design

  • Session 4: Earn trust before the first meeting
  • Session 5: Reading financial statements
  • Session 6: Understanding hold-co structures, and retained earnings

Movement III — Deliver

  • Session 7: Hold-co strategies, participating life insurance policies & IFAs
  • Session 8: Corporate surplus allocation, CDA accounts, and leveraged insurance strategies
  • Session 9: Share redemption, estate & succession planning

Movement IV — Deepen

  • Session 10: Buy-sell agreements, key person insurance, and post-mortem planning
  • Session 11: Discovering needs, and selling the right solution for the right client. Building defensible recommendations
  • Session 12: Present the case, handle objections, and move into implementation

This Is For You If...

Where You Are Now

  • You're grinding 200-400 appointments a year and it never gets easier
  • Your average commission is $1,000-$5,000 and it hasn't moved in years
  • You're working 40-60 hours a week with no end in sight
  • You've thought about corporate cases but have no idea where to start or how to get more
  • You're watching other advisors close $100K+ cases while you fight for scraps

Where You're Going

  • You close a handful of corporate cases per year worth $50K-250K+ each
  • Your average case generates more commission than an entire month of family market sales
  • You meet business owners 3-4 days a week and actually take real vacations
  • You have a proven system to identify, structure, and close corporate cases
  • Accountants and lawyers refer business owners directly to you

Advisor Story

Hear From An Advisor Coached By Mike

A real Canadian advisor on moving from family-market files to corporate cases.

Why Now Matters

Lowest Price Ever

After the founding cohort graduates and results come in, this price goes up. Guaranteed.

Smallest Group Ever

20 seats only. Direct access to Michael every session. Future cohorts may be larger. This one won't be.

You Shape the Program

Founding members give feedback, request adjustments, and influence how the program evolves. You're not just a student — you're a partner.

Book Your Free Strategy Call

A 30-minute conversation to map your path into the corporate market — and to see if the Elite Advisor Coaching program is the right fit.

Here's What Will Happen on Your Call

1

We'll Learn About Your Practice

Where you are now, what you're working on, and your goals look like for the next 12 months.

2

We'll See If We Have Alignment

We'll walk through the program to see if it makes sense for your situation, and what you're looking to accomplish.

3

You'll Get a Clear Next Step

Whether you join the founding cohort or not, you'll leave the call with clarity on what's holding your practice back.

The call is 30-45 minutes. No pressure. No gimmicks. Just an honest conversation between professionals.