Insurance Masterclass:

What is Included:

• The Fundamentals Of Life Insurance In Canada Course 
• The Fundamental Life Insurance Strategies Course 
• Creative Life Insurance Planning Course 
• Positioning Life Insurance Properly For Clients Or COI's 
• Client/COI Facing Downloadable Infographics 
• Tips, Tricks, And Traps With Life Insurance Training 

BONUS

• Current Market Trends And Product Strategies Updates 
• Masterclass Members Only Podcast 
• Masterclass Members Only Forum 
• Live Monthly Calls For Masterclass Members 
• Live Monthly Calls On Current Events 

PLUS MORE

Let’s Get Right to the Point...

I’m Rylan Olsen, and pictured is my business partner, Steve Meldrum.

If you’re reading this, you’re probably wondering: “This looks interesting, but what is it exactly? And is it really for me?”

Let me clear things up.

In Canada, the life insurance industry often feels like a black box—a mystery shrouded in sales tactics and red tape. If you’ve had any exposure to life insurance, it may not have left the best impression. Sadly, that’s no surprise. The industry’s reputation is plagued by pushy sales and confusing options.

But here’s the truth: life insurance, when used properly, is one of the most powerful financial tools available.

Most people, even financial professionals, are only scratching the surface of what life insurance can do. Think of it like owning a high-performance race car and using it just for school drop-offs—completely underutilized.

Our Mission: Make Life Insurance Work Like It Should

We’re here to teach financial professionals the true potential of life insurance. When structured and serviced correctly, it’s an invaluable asset that can build wealth, protect legacies, and maximize financial strategies.

However, many advisors have never had the proper training or education to use this tool correctly and in the right circumstances. Which is frustrating but also a great opportunity for those who are willing to learn to get ahead.

We KNOW This Is 

1. Accountants

• Tax-efficient wealth transfer
• Integrates into financial strategies
• Supports business continuity (buy-sell)
• Accurate policy reporting

2. Wealth Advisors

• Enhances wealth & estate planning
• Tax-deferred growth & tax-free benefits
• Provides family and business protection
• Provides generational clients for your firm

3. Insurance Advisors

• Better product recommendations
• Client facing infographics
• Strengthens risk management
• Advises on complex policies/strategies

4. Tax Lawyers

• Estate planning & tax reduction
• Navigates legal policy implications
• Protects assets in legal matters
• Risk management strategies

5. Financial Planners

• Comprehensive financial protection
• Income replacement strategies
• Supplements retirement planning
• Efficient estate & legacy planning

6. Portfolio Managers

• Mitigates portfolio risk
• Diversifies with life insurance assets
• Helps with legacy planning/philanthropy
• Enhances client retention/service work

7. Estate Planners

• Facilitates wealth transfer
• Provides estate liquidity
• Integrates with trust planning
• Minimizes estate taxes

8. Family Enterprise Advisors

• Supports business succession
• Reduces tax burden on business transfer
• Preserves wealth for generations
• Mitigates family enterprise risks

9. Estate Lawyers

• Streamlines wealth transfer
• Integrates with trust planning
• Reviews policies for alignment
• Application to estate admin and tax costs

10. Lawyers (General)

• Provides financial protection
• Applications to shareholder agreements
• Helps structure legal contracts
• Assists in litigation contingency planning

The Answer To Learning And Taking Your Advisory On Life Insurance To The Next Level

Have you seen this guy?

When You Think of an Insurance Advisor...
Is this the person you picture?

Chances are, you’ve encountered someone like this in your practice—or your clients certainly have. They’re the ones with a “cool new tax strategy guaranteed to save a ton of money.”

Maybe they sell life insurance part-time or dabble in it as a side hustle.

The problem? These individuals often operate in the shadows of the "black box" that is life insurance, pitching products with little oversight and even less regard for what truly serves your clients’ needs.

But the times are changing.

Our course equips you with the knowledge and tools to demystify the world of insurance, ensuring your clients make the right decisions the first time.

No more unsuitable policies, no more slick sales pitches—just sound advice from the advisor they trust most: you.

But Who Are We To Train You?

Dear Reader,

Thank you for taking the time to explore what increasing your life insurance knowledge can do for your practice and, most importantly, for your clients.

Over the past five years, we’ve dedicated ourselves to sharing the profound benefits and strategic uses of life insurance with accountants across Canada. From lunches and dinners to conference halls and webinars, we’ve made it our mission to bring clarity and confidence to a subject that often feels misunderstood or undervalued. But even with our dedication, there were limits to how many rooms we could stand in and how many conversations we could have.

That’s why we’re here now—to expand that mission, reach further, and make this knowledge accessible to you, wherever you are.

We’ve had the privilege of training and coaching nearly 100 firms on the intricacies of life insurance. In the process, we’ve gained firsthand insight into what accountants are hearing from their clients, the strategies that are truly effective, and the pitfalls that must be avoided to protect those client relationships. This isn’t theory or guesswork—it’s real-world knowledge rooted in experience and outcomes.

Our purpose is simple but bold: to demystify life insurance. We are driven to show how it can be properly applied to solve real-world challenges—whether that’s estate planning, wealth creation, business succession, family equalization, risk management, or financial security.

Here’s what makes us different:
We are not here to sell you financial products.
We don’t expect referrals or handoffs.
We respect the precious time and trust you extend to your clients.

We are here to empower you. To give you the tools, insights, and confidence to incorporate life insurance into your practice in a way that serves your clients’ best interests and positions you as a trusted authority.

This is more than training—it’s a movement. A movement to make life insurance knowledge a cornerstone of advisory excellence for financial professionals across the country.

We’re honored to have you consider joining us on this journey. Together, let’s redefine how you see life insurance and, in doing so, transform the value you bring to your clients.

Welcome to the movement.

Warm regards,
Rylan Olsen

Insurance Masterclass Program:

What is Included:

• The Fundamentals Of Life Insurance In Canada Course ($1000)
• The Fundamental Life Insurance Strategies Course ($2000)
• Creative Life Insurance Planning Course ($2000)
• Positioning Life Insurance Properly For Clients Or COI's ($500)
• Client/COI Facing Downloadable Infographics ($500)
• Tips, Tricks, And Traps With Life Insurance Training ($1500)

BONUS

• Current Market Trends And Product Strategies Updates ($1500)
• Masterclass Members Only Podcast ($1000)
• Masterclass Members Only Forum ($500)
• Live Monthly Calls For Masterclass Members ($2500)
• Live Monthly Calls On Current Events ($1200)

PLUS MORE

Total Cost: $14200

Normal Cost: $4997

Todays Price: $1,399 

(limited quantity of 10 at this price...)

Not ready to take the plunge, we have a lot of free resources too on our life insurance newsletter...