Life Insurance Advisors
Your clients follow you, not your MGA. Your website should too. The template your brokerage handed you is the same skeleton every other advisor received — different colours, same sentences the bots read word for word. It belongs to the platform, ranks for the firm, and vanishes the day you leave. We build your site once, on your own domain, for a one-time fee. No mandatory maintenance retainer. It stays yours through every firm change — because your book follows you, not the brokerage. The founder sold life insurance under his own FA license, has sat in all three chairs, and checks each page against FSRA insurance conduct rules and carrier and MGA advertising guidance before it ships.
What you get, and what stays yours
Your clients follow you, not your brokerage — your website should too. Template platforms sell the same skeleton to every advisor. Your MGA's profile page ranks for the firm, belongs to the firm, and disappears the day you leave. The website project is one-time, on your own domain, and the site is yours through every firm change. The founder sold life insurance under his own FA license. He has sat in your chair and faced your compliance desk. He checks every page against FSRA insurance conduct and carrier/MGA advertising rules before it ships. A compliance check on a rented site you cannot control is less valuable than one on a site you own.
An automated report on what a referred prospect finds when they search your name — broken forms, slow mobile pages, a thin Maps listing, absence from AI answers. Site health, mobile speed, Maps, and AI-findability signals, reported in writing with query, date, and location. No cost, no commitment. The first step for every new client. If the audit comes back clean, that is a valuable written finding too.
One-time repair of everything the audit found — speed, mobile, forms, tracking, compliance pages. Each project scoped and built individually, never skinned from a shared template. Checked against FSRA insurance conduct and carrier/MGA advertising rules, plus Ontario title protection for the financial advisor title. A written per-page compliance check summary ships with every Fix — a structured head start for your compliance desk, labeled internal preparation document, not a legal opinion. Your desk always has final say. One-time project fee. No mandatory maintenance retainer. You own the site on your own domain, and it stays yours when you change brokerages or MGAs.
Optimize (after the fix)
Referral follow-up, annual review reminders, renewal and policy-review workflows, cross-sell opportunities, review requests, and lead nurture built for long decision cycles — the parts of a life practice that quietly decide whether a referred case lands. Added after your website passes the foundation standard, because optimizing a broken site only amplifies the breakage. See the Optimize page for what it includes.
Grow (when you're ready)
Local SEO, Maps, name search, AI-answer visibility — help more of the right prospects find you, when you are ready. Offered to Optimize clients, in sequence. Growth comes last, not first.
Why a former life insurance advisor built this
I sold life insurance under my own FA license. I sat in the compliance meetings. I know FSRA's insurance conduct rules, carrier advertising guidelines, and the questions an MGA compliance desk asks before it approves a page. I held the license, faced the desk, and built the audit I wished I had when I was in practice. The person selling you a template subscription has not sat in those meetings. You pay them monthly for a site that talks like every other advisor's site to the bots, on a platform you do not control, and the day you stop paying it disappears.
We fix your site and you own it outright, on your own domain. No mandatory maintenance retainer. Every page is checked against current published FSRA insurance conduct guidance, carrier and MGA advertising rules, and Ontario title protection requirements before it ships. A written per-page compliance check summary comes with every Fix — a structured head start that pre-organizes against current published regulator guidance for your discipline. It is labeled internal preparation document, not a legal opinion. Your compliance desk always has final say. The free audit shows you what a referred prospect actually finds when they search your name — in writing, before any money changes hands.
Frequently asked questions
The questions Ontario life insurance advisors ask before running the free audit or ordering the Website Rescue.
What does an engagement cost?
The audit costs nothing and commits you to nothing. If it finds problems, the Website Rescue is a one-time project fee — no mandatory retainer — the ongoing Optimize and Grow monthly plans are separate and optional. Each Fix is scoped from what the audit actually found on your site, so the price reflects your situation, not a package tier. If the audit finds you have no personal site you own — only a broker or MGA profile page — that triggers a distinct new-site setup scope with different pricing and different deliverables. Both are one-time. Both carry the same compliance preparation. You own the completed website outright. If you want ongoing care, automation, and growth, the optional Optimize and Grow monthly plans cover active systems, monitoring, support, and ongoing work — not permission to keep your site. Hosting and domain renewal are your own registrar costs, not ours.
How does this start?
You run the free automated website audit. It checks what a referred prospect finds when they search your name — broken forms, slow mobile pages, a thin Maps listing, and whether your site appears in the directory sources AI answers pull from. The report is written and specific to your site. You read it. If it comes back clean, that is a valuable written finding too — and you are enrolled in a follow-up sequence that tracks what has changed in regulator guidance, site signals, and AI-answer sources since your original audit date. If it finds problems, you decide whether to order the Fix. No call required to get the report. No commitment to read it.
Do you work with life insurance advisors specifically?
Rescue My Workday serves only financial services advisors — life insurance advisors, mortgage agents, and financial advisors. The founder sold life insurance policies under his own FA license and worked as a mortgage agent. He has sat in all three chairs. For life insurance advisors, every Fix is checked against FSRA insurance conduct rules and carrier and MGA advertising rules, plus Ontario title protection for the financial advisor title. The written per-page compliance check summary that ships with your Fix is built from current published regulator guidance for your discipline — labeled internal preparation document, not a legal opinion. It covers advertising and title rules, not product suitability.
Who owns the website after the Fix?
You do. On your own domain, registered in your name. Template subscription platforms rent advisors a website forever — stop paying and it disappears. Your broker's profile page belongs to your broker, ranks for the firm, and vanishes the day you leave. We fix your site and you own it outright. A compliance check on a rented site you cannot control is less valuable than one on a site you own — the ownership structure is what makes the compliance work worth something. Clients follow the advisor, not the brokerage. Your site should follow you too. Every file, every account, every asset is yours from the day the Fix ships.
What a referred prospect finds when they search your name
A referred client looks you up. The free audit shows you what they find — broken forms, slow mobile pages, a thin Maps listing, absence from AI answers, and how much of your site shares its skeleton and sentences with other advisors' sites. Written report. No cost, no commitment. If the audit surfaces problems, the one-time Website Rescue repairs them on your own domain — yours no matter which brokerage or MGA you sit with. No mandatory retainer. No website rental. No template skinned for the next advisor. Every page is checked against current published FSRA insurance conduct and carrier advertising rules before it ships.