You've Hit Your Income Ceiling.
The Warm Market Got You Here — It Won't Get You Further.

Mentorship for Canadian advisors ready to break past the warm market.

For full-time Canadian insurance advisors with 2+ years of experience.

Thomas C. Chan presenting at a seminar

THE SHIFT

The Industry Changed.
Most Mentors Didn't.

The way you built your business is not the way you'll scale it.

The Old Way
The New Way
Friends, family, and referrals
Cold market systems that run without you
Networking events and seminars
YouTube, content, and authority at scale
The warm market — until it runs out
The corporate market — $50K+ cases
Selling on relationship alone
Selling to accountants, lawyers, business owners
Your first mentor's playbook from 2010
A mentor who built his entire business this way

You don't need to work harder.
You need the system your first mentor never had.

THE NEXT LEVEL

MDRT isn't a goal.
It's a fraction of a percent.

MDRT production requirements: Member, Court of the Table, Top of the Table thresholds in CAD

What MDRT-level production actually looks like. Most advisors will hit Member level once or twice in a career. Top of the Table is the top fraction of a percent globally.

Odds to reach MDRT: 1000 advisors, 200 last 2+ years, 50 earn $100K+, 2 achieve MDRT

Of every 1,000 advisors who start, only 2 will ever achieve MDRT. Most won't last 2 years. The system you're using now is the difference.

Thomas hit MDRT nine times. Top of the Table three times.

Who Is Thomas C. Chan?

Thomas built his entire practice using the modern methods — content, social media, and cold-market systems. He still uses every one of them today.

The Credentials

9x
MDRT Qualifier
3x
Top of the Table

Top of the Table is the highest tier at MDRT — production roughly 6x the threshold for MDRT membership itself. Most advisors don't qualify for MDRT once. Reaching the top tier three separate years puts Thomas in rare company.

Thomas C. Chan featured on MDRT magazine cover

The Method

But credentials alone don't make a good mentor. What makes Thomas different is how he built his business. He didn't inherit a book of business. He didn't rely on a warm market community.

He built his entire practice from cold market strangers — using YouTube, Zoom, and systematic marketing. Today, business owners pay to attend his "Beat the Taxman" seminars before they ever buy insurance from him. His prospects come to him. He doesn't chase them.

Thomas C. Chan presenting at his Beat the Taxman seminar

The Authority

30K+
Subscribers
3M+
Video Views

His YouTube channel — the #1 insurance channel in Canada with over 30,000 subscribers and 3 million views — isn't a hobby. It's a lead generation machine that attracts high net worth individuals who seek Thomas out before he's ever said a word to them.

Thomas C. Chan YouTube channel statistics

The Industry's Choice

When Advisors Need to Break Past Their Ceiling,
They Call Thomas.

Most mentors talk. Thomas shares what he did — and how others can learn his system.

Thomas C. Chan as Main Panelist at iA Financial Group summit

iA Financial Group
Main Panelist on the future of financial stability in Canada.

Thomas C. Chan speaking at MDRT Top of the Table Annual Meeting

MDRT Top of the Table
Sharing the stage with the top 1% of advisors worldwide.

Thomas C. Chan teaching at Vancouver Beat the Taxman seminar

Beat the Taxman Seminar
Teaching business owners and advisors live in Vancouver.

Here's why this matters for you.

If you've spent years with a mentor whose biggest claim is their own production numbers, you already know the ceiling that creates.

The advisors who break past the warm market don't learn from someone who just sells well — they learn from someone the industry itself trusts to teach.

iA Financial Group doesn't seat panelists who can't hold the room. MDRT doesn't hand microphones to advisors who haven't earned it.

The right mentor isn't the one with the loudest pitch.
It's the one the industry keeps inviting back.

Advisors Who Made The Shift

Mark Solis

"When my referrals started drying up I knew I needed help.

Thomas not only helped me get more leads,
he helped me close larger cases.

Before the program, the highest that i was closing was anywhere between

$25,000 - $30,000 case in one case.

But now I'm more than comfortable to be closing

$100,000 to $200,000 cases."

Ololade Jesufemi

"Before this, I often faced numerous client questions,
which made conversations lengthy and unstructured.

Now, using the presentation I learned from Thomas,
many of those questions are preemptively answered,
leading to more productive discussions and quicker closings."

Your 8 Weeks With Thomas

Every week is built on the one before it. By Week 8, you'll have the system, the skills, and the confidence to attract and close the clients you've been watching other advisors get.

WEEK 1
How to Win the Sale in the First 2 Minutes — Before Your Presentation Even Begins
WEEK 2
The 10-Second Introduction That Makes Business Owners Say "Tell Me More"
WEEK 3
How to Get Qualified Prospects Calling You — Without Cold Calling, Networking, or Begging for Referrals
WEEK 4
How to Walk Into a Business Owner's Office as a Strategic Advisor — Not Another Insurance Salesperson
WEEK 5
How to Make the Business Owner's Accountant Your Biggest Advocate
WEEK 6
The Product Knowledge Behind $100,000+ Cases — That Your Current Mentor Can't Teach You
WEEK 7
Watch Thomas Close a Complete Stranger — Live, Unscripted, on Zoom
WEEK 8
How Thomas Gets Business Owners to Pay to Attend His Seminar — And How You'll Build the Same System

This isn't a course you watch. It's 8 weeks of hands-on mentorship where you practice, get corrected, and implement — with direct access to Thomas the entire time.

Is This Right For You?

Who This Is For

You're a full-time Canadian insurance advisor with at least 2 years of experience. You've closed deals. You know how to sell. But you've hit a ceiling — the warm market is drying up, referrals are unpredictable, and you don't have a system to break into the corporate market on your own.

You're coachable. You'll show up to weekly sessions, do the work, and implement what Thomas teaches without needing to be chased.

You're ready to invest in mentorship. You understand that real growth costs money — and that learning the wrong lessons for free is more expensive than learning the right lessons from someone who's done it.

Who This Is NOT For

You're brand new to insurance, part-time, or still figuring out if this is the right career for you. (Get experience first. Come back when you're full-time and have closed real cases.)

You want guarantees, shortcuts, or "done-for-you" lead generation. This program teaches you to build the system yourself — Thomas will show you how, but you have to do the work.

You're looking for cheap. This isn't a $97 course. It's mentorship from a 3x Top of the Table advisor, and it's priced accordingly. If price is your primary filter, this isn't for you.

Why Thomas Is Sharing His Best Systems

There are two reasons.

First, Thomas remembers what it was like to be where you are — knowing you could be doing more, but not having anyone in your corner who'd actually built what you wanted to build. He had to figure most of this out the hard way. He'd rather you didn't.

Second, Thomas is selective about who he works with directly. He takes on a small number of advisors at a time — not because of fake scarcity, but because real mentorship requires real attention. The advisors he mentors get his time, his playbook, and his honest feedback. He can't do that at scale.

If you're the right fit, this is the most direct way to learn what took him 15 years to figure out. If you're not the right fit, he'll tell you in the strategy session — and you'll save yourself from a program that wasn't built for you.

That's the deal. Apply when you're ready.

Ready to Break Through Your Ceiling?

If you're a full-time Canadian insurance advisor with 2+ years of experience, and you're ready to learn how to attract cold market clients and close corporate cases — the next step is a conversation.

Book a strategy session with Thomas's team. It's a short call to understand where you are, where you want to go, and whether this program is the right fit.

Only advisors who pass the screening process will be accepted into the program.