Exceptional Training & Coaching Expertise
Take Your Business to a Higher Level
We focus on fostering advisors with market-leading training and personalized coaching support.
Top-notch market trend education sessions
Consistent product training by leading insurance and investment educators
Most sought-after client seminars
Business consultation and development to case coordination
Tax and estate planning strategies
Comprehensive administrative services
We anticipate your every need so that you can do the same for your clients.
Achieve Your Full Potencial
Our goal is to help you find and achieve your full potential so that you can become the best business owner for yourself and your clients. Growth is inevitable when you engage in our innovative and industry-leading coaching, administrative support, and personalized mentorship.
Our people are highly trained professionals who are more than capable of offering a full range of major insurance company support and providing access to various insurance products to build up your portfolio.
Professional Training Programs
Life License Qualification Program (LLQP)
The LLQP program provides you with all the necessary study requirements to become certified to write the provincial exams and subsequently become a licensed agent.
New Advisors Program
The program will guide you from product solutions to learning sales skills to become a successful advisor for your clients and their insurance, investments, and financial plans.
Advanced Planning Strategies
The program will take your career to the next level over ten sessions and give you the confidence to engage in advanced family and corporate planning strategies.
National Client Seminars
Industry-leading client seminars provide an unbiased professional platform to educate advisors’ clients and prospects.
Citistar’s Network of Providers
