Child Plan Family Advisor Program

Join the Child Plan team and become a trusted family advisor helping families plan for their children and grandchildren’s financial future.

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Round1

Register

Join Family Advisors from Ontario to British Columbia helping families invest for their children’s futures and protecting their families.

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Round2

Learn

Our unique and ongoing Child Plan Advisor Academy training program will help you advise parents and grandparents on how to invest for their children’s future and all their family’s other insurance needs.

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Round3

Earn

Commission helping pre-qualified families open Child Plans for their children’s futures and for all other life and health insurance needs.

Frequently Asked Questions

How does the Child Plan Family Advisor program work?

Child Plan Family Advisors who qualify for the program are provided continuous  pre-qualified sales leads to connect with and educate parents and grandparents on Child Plan for their children’s and grandchildren’s futures as well as all other family insurance needs.

How do I qualify for this program?

To qualify for this program, you must be a licensed insurance advisor with E&O insurance, a clean industry and personal financial background and a willingness to learn. If you are accepted you will be registered for Child Plan Advisor Academy and to receive the pre-qualified sales leads.

How do I earn in this program?

Qualified advisors earn commission on every Child Plan opened as well as every life and health insurance plan the family will need. To ensure our advisors maximize time and revenue potential, pre-qualified sales leads are loaded into your own personalized CRM account to help you manage all your sales, marketing, and client communications.

How do I sign up to the program?

Register below to receive a package with the complete details and link to your application page. Once you pass review, you will be scheduled for a brief interview as a final step.

Sample illustration of Child Plan Cash and Insurance Values

Based on a Monthly Deposit of $225 per month

Age
Accumulated Cash Value
Life Insurance Value
21
$81,551 (Education)
$740,086
35
$171,034 (House)
$982,502
45
$294,422 (Security)
$1,206,049
65
$830,827 (Retirement)
$1,787,621

Sample illustration is based on a $225 monthly premium for twenty years, starting when the child is less than 1. Cash and life insurance values are based on the current dividend scale of 6.00% from a Canadian Life Insurance Company. This example is strictly for illustrative purposes only, the annual dividend scale is not guaranteed and values may differ.

Child Plan Family Advisor Program Signup

    By submitting this form you agree to receive more information on becoming a Child Plan Family Advisor