Most Advisors Struggle to Break Into the HNW Market
We coach, consult, and collaborate to help you win bigger cases with clarity, confidence, and strategies that clients actually want to talk about.
book your 45 minute strategy call – Real talk. Real results. No pressure
Graham Bergsma
Founder
I help advisors, MGAs, and carriers grow by making insurance simpler, clearer, and more strategic—especially in the high-net-worth space. With over a decade in senior roles across carriers and distribution—I’ve seen what moves the needle.
Through G3, I also partner with firms outside the insurance industry—like wealth management shops, mortgage brokers, and P&C firms—to help them offer life insurance profitably, without changing their core business.
I’ve helped implement 3,000+ advanced plans, coach top advisors, and supported product strategy for leading firms across Canada. Now, I bring that expertise to you—so you can close bigger cases, shorten sales cycles, and turn clients into lifelong advocates.
The G3 Advantage
Bigger Cases
Show value, not product – and watch the cases grow
Shorter Sales Cycles
Bring the accountant onside. When the team aligns, decisions happen faster
More Referrals
Turn clients into stark, raving fans – Clients who feel seen can’t stop talking about you.
Built for Advisors. Backed By Experience.
Advisor Coaching
1:1 or group support to build your skills, your confidence, and your close rate. Get proven frameworks, positioning tools, and case-specific coaching designed to help you compete in the HNW market.
Advanced Case Support
Bring an Advanced Planning Specialist into your biggest conversations. Whether you’re an advisor or an MGA, we’ll help you position, design, and close high-value insurance cases.
MGA & Carrier Consulting
Design smarter products. Build stronger teams. Win more share. Give your advisors and wholesalers access to a powerhouse resource. We deliver coaching, casework, and recruiting support – at a fraction of the cost of hiring in-house.
Sound Familiar?
Tired of illustrations that make sense on paper—but fall flat in the meeting?
Know your stuff—but still feel stuck playing defense with the accountant?
Want bigger cases—but not sure how to get there without a miracle?
It’s not you. It’s the way the story’s being told. Let’s fix that.
What Clients Are Saying
