For life insurance and financial advisors

Stop waiting on referrals

& word of mouth.

Deploy a webinar system that attracts your future clients,builds trust and converts them week after week.

We have worked with advisors from these firms

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People hesitate to trust an advisor they do not know yet.

et there are millions of families, business owners and high earners overpaying in taxes, with profits trapped inside their company and capital sitting idle, and every one of them needs someone like you.

92 %

ask their advisor for tax guidance.

17 %

of advisors make it a priority.

Two ways to fill your calendar

The old way

Manual prospecting & bought leads

The old model that burns you out

Referrals and word of mouth: you wait for them to show up
100% cold prospects who are not waiting for your call
Non-exclusive prospects, resold to 5 other advisors
Rented leads, resold to someone else if you do not close
Hours of manual outreach, LinkedIn, cold calls
You explain everything from scratch at every appointment
The prospect compares you to every other advisor

Average commission: $1,000 to $2,500

Recommended

The new way

The APV Webinar Method

The system that works for you

A steady flow of prospects who want your help
Warmed-up prospects who already know your name
100% exclusive prospects
An asset you own, not a rented lead
The webinar is automated: you do not lift a finger
The webinar educates in your place, before the call
The prospect has already chosen you: you stop fighting on price

Average commission: $10,000+

So what exactly is an APV Webinar?

It is like a Zoom call with a client, only better: a 40-minute online training where you explain one single useful thing to your ideal prospects.

How to pay less tax on business profits.

How to become your own banker.

How to protect a company you own.

You pick one.

A presentation that helps your prospect finally see their own situation clearly, and where you are the expert behind the solution.

Automated means you record it once.

After that it replays on its own, every week, without you having to show up.

You do one thing: take the appointments that land in your calendar.

The goal: your prospect stops shopping around and stops getting lost in products.

You educate them and you build trust, so booking a call becomes the obvious next step instead of moving on.

The real point is to build the relationship before selling anything.

More volume than a referral. More trust than a bought lead.

That is what separates someone who attended your webinar from every other prospect you have ever had on the phone.

Better than a referral

Volume, every single week

A good referral shows up already convinced, but it shows up whenever it shows up. The webinar creates the same effect without the wait: a steady flow of prospects raising their hand on their own.

Better than a bought lead

Education and trust

A bought lead has never seen you, and it is resold to four or five advisors at the same time. An attendee just spent 40 minutes listening to you, and they registered for your webinar.

The result

An engaged prospect who shops around less

They already know who you are, what you do and why they raised their hand. They are not comparing anymore, they are not shopping anymore: they want to talk to you.

What this changes in your practice

You stop selling yourself. You advise.
You stop re-explaining what you do from scratch at every appointment.
You are no longer compared to the advisor next door on price.
Your calendar no longer depends on the luck of referrals.

How the system works

APV — The Webinar Journey (4 steps)
Step 1
1 · Targeting & attraction
We attract the right audiences
Using advanced data sources and our Meta targeting expertise since 2021, we go find your future clients: business owners and high earners.
Selected
Filtered out
🎯
👤
👤
👤
👤
👤
👤
👤
🗄️
Advanced data sources
Homeowner, income, region, profile…
🧠
Human expertise
4 years of data in your industry
Sample targeting:
Business owner Incorporated Ages 35-65 High income
Step 2
Step 3
3 · Information loop
We nurture the relationship for you
An automated, AI-powered sequence introduces your expertise and your track record before the webinar. The prospect shows up already trusting you.
🤖
Automated emails and texts, personalized in your name
👋
Welcome & confirmation
We frame what they will learn
Auto
🏆
Who you are
Your results, the clients you helped
Auto
💡
A preview of the solution
They arrive already understanding
Auto
Reminders before the live
Maximizes the show-up rate
Auto
Step 4
4 · Webinar & appointment
They attend and book with you
The webinar educates and proves your expertise. At the end, the prospect books an appointment, already convinced.
LIVE 142 attending
Exclusive appointment, booked straight into your calendar
3× → 5×
Average return on investment

WEBINAR RESULTS

+0
Prospects generated
+0M$
in revenue & commissions
+0
Webinars run

3 webinars · use the tabs below to browse them

Campaign 4

Financial education

June 3–9, 2026

Annual income of $100,000 or more40 to 60 %
No clear insurance product and no advice received37 to 52 %
Seeking protection beyond their retirement plan62 to 72 %
Ready to move within 60 days32 to 46 %
431
Leads
39.9 %
172
Live attendees
45.9 %
79
Appointments booked
$179,000+

Revenue and commissions generated by this webinar.

Campaign 6

Canada Financing Program

July 4–5, 2026

Annual income of $100,000 or more40 to 60 %
No clear insurance product and no advice received37 to 52 %
Seeking protection beyond their retirement plan62 to 72 %
Ready to move within 60 days32 to 46 %
215
Registrants
53.0 %
114
Day 1 attendees
42.0 %
48
Day 2 attendees
$63,000

Revenue and commissions generated by this webinar.

Campaign 3

Financial education

May 27 – June 2, 2026

Annual income of $100,000 or more40 to 60 %
No clear insurance product and no advice received37 to 52 %
Seeking protection beyond their retirement plan62 to 72 %
Ready to move within 60 days32 to 46 %
341
Leads
42.2 %
144
Live attendees
40.3 %
58
Appointments booked
$150,000+

Revenue and commissions generated by this webinar.

Tap a tab or an arrow to see the next webinar

I used to spend my evenings chasing cold leads and working networking events. Now I focus on my appointments and that is it. Not having to hunt to fill my calendar took away a kind of stress I did not think was avoidable.

Jonathan D.
Jonathan D.
CSF IA

The difference shows up in the first few seconds of the call. The prospect already knows who I am, they have seen my results, they understand what I do. I do not have to sell myself or explain everything from scratch. We go straight to their situation. It completely changes the tone of the conversation.

Martha S.
Martha S.
Toronto

Honestly, I was not expecting this. I am now doing between $22,000 and $35,000 in commissions per week, with prospects coming to me. The return on my investment was obvious from the very first campaign.

Marc V.
Marc V.
Vancouver

Example of results

Campaign 4

Financial education

June 3–9, 2026

Annual income of $100,000 or more40 to 60 %
No clear insurance product and no advice received37 to 52 %
Seeking protection beyond their retirement plan62 to 72 %
Ready to move within 60 days32 to 46 %
431
Leads
39.9 %
172
Live attendees
45.9 %
79
Appointments booked
$179,000+

Revenue and commissions generated by this webinar.

Our packages

No monthly commitment

A webinar system that fills your calendar

Two levels, one goal: qualified, exclusive prospects that belong to you.

Your complete, turnkey system

End-to-end build and optimization of your webinar funnel
Copywriting, design, development, emails and automation
Full production of your ads performed by professional actors: scripts, filming and editing
Support building your webinar, which then runs automatically
Email sequence to promote the webinar and follow up with attendees
CRM access to manage and track all your prospects
No commitment

1 webinar

$4,500

1 automated webinar

Payable in 2 installments if qualified

Your webinar system, built and optimized from A to Z to attract your own exclusive prospects.

Complete webinar funnel, built and optimized
1 automated webinar
Ads performed by professional actors: scripts, filming and editing
$1,000 of professional actors included for actor placement to promote your offer
Email and SMS sequence before and after the webinar
$150 of SMS and email credit included for webinar reminders
CRM included to manage your prospects
$1,000 ad budget already included, at no extra cost
Get this package
Most popular No commitment

3 webinars

$8,000

−41% · instead of $13,500

3 automated webinars · every 2 weeks

Payable in 2 installments if qualified

Everything in the 1-webinar package, with three webinars broadcast every two weeks to nurture the relationship and multiply your booking opportunities.

Everything included in the $4,500 package
3 automated webinars broadcast every 2 weeks
$1,000 of professional actors included for actor placement to promote your offer
$500 of SMS and email credit included for webinar reminders
Extended tracking of all your prospects in the CRM
$3,000 ad budget already included, at no extra cost +200% ad budget
Get this package

Generally, based on our clients' results, for an investment of $4,500 to $8,000 they generate between $20,000 and $55,000 in commissions. These are past results from À Portée de Vue clients, provided for illustrative purposes only; they constitute neither a promise nor a guarantee of results.

Questions :

Is this right for me?

Yes, if you want to generate more calls, build trust faster, close more people who actually stay on the books, and cut down on chargebacks. The webinar does the qualifying and the educating before you ever pick up the phone.

Will this investment pay off in 30 or 60 days?

We cannot guarantee anything, and nobody serious in your field should. But from what we have seen, for an investment between $6,000 and $8,000, a reasonable estimate sits between $20,000 and $55,000 in revenue. We run that math together on the call, using your own numbers.

Past results from À Portée de Vues clients, shown for illustrative purposes only. Not typical, and not a promise or guarantee of earnings.

I need to run this by my sales manager.

That is normal, and honestly it is healthy. One piece of advice: do not present it as an advertising expense. Present it as an acquisition asset you own and that stays in your practice.

Show me real webinars and real results.

Happy to. On the call we walk you through live webinars that are running right now, the registration pages, the ads in circulation, the dashboards and the appointments they generated. You see the system working before you decide anything.

How long does setup take?

Plan on 10 to 15 days to launch the system. On your end, the real involvement comes down to a few hours: one scoping meeting, recording the webinar and a final approval. Everything else is handled by our team.

I am not comfortable on a webinar. Do you help me with that?

You are never left alone in front of a camera. We write the full structure of your presentation, we build the slides, we coach you on delivery and we are there for the recording.
And most importantly: you record it once. There is no performance to repeat every week. The system replays the webinar for you.

Stop chasing prospects.

Let them come to you.

One call to figure out together whether the APV Webinar fits your practice.