The NuBanc FSC System
The NuBanc FSC platform isn't a promise. It's a complete business — 7 tools that work together from your very first day so you always know exactly what to do next.
What You Are
A NuBanc FSC Franchisee is something the industry has never really had before. You arrive with a fully built system — not a product manual and a handshake. This is not a sales job. This is a business.
The FSC Difference
The System Architecture
One platform. Six income streams. Franchise rights. Canada's only proprietary AI-powered financial wellness lead engine. And training that never stops.
Lead generation, CRM, website, marketing content, daily scripts, and training — all built and ready. No guessing. No building from scratch. You arrive with everything working.
Life Insurance + Mortgage + Investment. NuBanc actively guides your licensing journey — because every new license is a new income stream and a more complete client relationship.
Six income streams running simultaneously. Commission. Override. WealthScore™ subscription. Equity. The most complete income architecture available in Canadian financial services.
Build your own team of FSCs. Earn override income on every advisor in your network — without reducing their compensation. No ceiling. Real ownership. Real wealth.
Your Complete Toolkit
Each tool is built, configured, and ready when you arrive. No setup. No waiting. No guessing what comes next.
Tool 01
Your Lead Generation Engine
Canada's first proprietary Wealth Efficiency diagnostic. Clients take a short quiz, receive a single score measuring Wealth Creation, Security, and Legacy Planning, and see exactly where their gaps are. They come to you ready to act — no pitch required.
$199/mo Founders Rate — Locked 24 MonthsTool 02
A Complete Business Hub
Not a brochure. A fully integrated business platform — built, configured, and activated for you from Day 1.
Tool 03
Know Every Lead. Miss Nothing.
Your Go High Level CRM is the control centre of your business. Every lead, every conversation, every follow-up — in one place, fully automated.
Tool 04
Every Monday. 6AM EST. Never Missed.
One insight. One strategy. One action step — delivered automatically every single week so your business always moves forward.
Tool 05
Training That Never Stops.
NuBanc training evolves with you — from Day 1 fundamentals through licensing expansion, team leadership, and advanced practice building.
Tool 06
The Book That Opens Doors.
On Day 1, you receive a complimentary copy of 50 Truths About Money Every Canadian Deserves to Know — the flagship FSA publication.
Tool 07
Ready-to-Post. From Day 1.
Your marketing is already built. A complete library of branded, ready-to-post content — no design required, no guessing what to say.
Your Day as an FSC Franchisee
The NuBanc system gives you a structured daily game plan from Day 1. No guessing. No starting from scratch. The system tells you what to do — you execute.
| Time | Activity |
|---|---|
| 6:00 AM | Review your daily system prompt. Know your top 3 priorities before the day begins. |
| Morning | WealthScore™ outreach. Share your link. Post daily branded social content to LinkedIn, Instagram, and Facebook. |
| Mid-Morning | CRM pipeline work. Follow up with leads. Confirm consultations. Respond to quiz completions from your WealthScore™ page. |
| Appointments | WealthScore™ consultations. Diagnose. Recommend. Write business. You are a guide — not a salesperson. |
| Afternoon | Build your franchise. Referral conversations. Team-building outreach. Prospect new FSC recruits for your override network. |
| Weekly | Attend NuBanc training. Read your Weekly Success Brief. Review your numbers. Adjust your approach. |
Every day has a purpose. Every week builds the business.
The system does the heavy lifting — you show up and execute.
Your Licensing Path
NuBanc actively supports your licensing growth — because every new license is a new income stream and a more complete client relationship.
Foundation
Required at Entry
Expansion
Highly Encouraged — All FSCs
Complete
The Full Picture (LLQP+)
How You Come on Board
From your first conversation to full system activation — in days, not months.
Attend the NuBanc agent presentation — video or live. Submit your application along with your Life Insurance License, E&O insurance, and CE credentials. File reviewed and approved — you move to Step 2.
Access NuBanc's Apexa portal at nubanc.apexa.com. Contract with all NuBanc-affiliated insurance companies. Your Apexa pipeline defines your appointment scope. You are now legally authorized to write business.
All 7 tools go live simultaneously — website, WealthScore™, CRM. Your 14-Day Success Roadmap begins. Your Success Coach walks you through lead generation, booking, and writing your first business.
After Step 3, your business is live. Your system is running.
Your first WealthScore™ consultation can happen today.
Get Started
Watch it. Then book a 20-minute call. Two steps — and you'll know exactly if NuBanc is right for you.
Step 1 — Watch the Intro Video (10 min)
Get the full picture. Who NuBanc is, what the FSC franchise offers, and exactly how the system works. No pressure. No pitch. Just the truth.
Step 2 — Book Your Discovery Call (20 min)
Talk to a NuBanc advisor. Ask your questions. Get straight answers. If it's a fit, we walk you through next steps that same day.
Currently accepting licensed professionals in Ontario & Alberta.