Partnership with Le Conseil
LE Conseil | Special arrangement

Talk to more prospective clients in your area.

Get at least 10 exclusive opportunities per month, 
guaranteed, and a special offer by special arrangement with Le Conseil.

Parlez à plus de clients potentiels dans votre région.

Obtenez au moins 10 opportunités exclusives par mois, garanties, et une offre spéciale par arrangement spécial avec Le Conseil.
your next clients

The Average Qualified  Prospect 

Le prospect qualifié moyen

  • Insurance recommendations in hand
    Recommandations d’assurance en main
  • Median age: 48 
    Âge médian : 48 ans
  • Located within your province 
    Situé dans votre province
  • Social media user 
    Utilisateur de médias sociaux
  • SMS-validated phone number
    Numéro de téléphone validé par SMS
  • EXCLUSIVELY assigned to you
    EXCLUSIVEMENT cédé à vous
plancraft (7)
Why Planswell

The ideal solution for Le Conseil members

La solution idéale pour les membres du Conseil

Planswell Phone
  Others Planswell
Guaranteed monthly prospective clients 10+
Exclusivity
Software & CRM
Unique referral link
Call scripts
Weekly training & support
Cancel anytime

Remarque : le logiciel, le CRM, les scripts d’appel, la formation et le support ne sont disponibles qu’en anglais.Les participants doivent parler anglais pour réussir avec Planswell.

Join our mission

No-Contract, Transparent Pricing

All plans include Plancraft (financial planning software, unique referral link, training, exclusive webinars, and Planswell Circle).Money-back guarantee on new accounts for up to 72 hours to explore training and software. No households will be assigned during the exploratory period.

Tous les plans incluent Plancraft (logiciel de planification financière, lien de parrainage unique, formation, webinaires exclusifs et Planswell Circle). Garantie de remboursement sur les nouveaux comptes jusqu’à 72 heures pour explorer la formation et les logiciels.Aucun ménage ne sera affecté pendant la période exploratoire.

PLANCRAFT + GREEN COACHING

$549 CAD/month

$1,049 CAD/mo.

+ $199 one-time set-up fee
  • Great for new Plancraft members & junior financial professionals
  • Monthly camera-on small groups
  • Exclusive sales coaching
  • Facilitated peer support
  • $500 discount for assisting 10 households/mo
PLANCRAFT + Gold COACHING

$1,299 CAD/month

$2,549 CAD/mo.

+ $199 one-time set-up fee
  • Great for experienced Plancraft members & senior financial professionals
  • Monthly camera-on small groups
  • Exclusive sales coaching
  • Facilitated peer support
  • $1250 discount for assisting 25 households/mo
Plancraft + Platinum Coaching

$2,599 CAD/month

$5,099 CAD/mo.

+ $199 one-time set-up fee
  • Great for experienced Plancraft members & financial professionals with teams
  • Monthly camera-on small groups
  • Exclusive sales coaching
  • Facilitated peer support
  • $2500 discount for assisting 50 households/mo
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