I joined POP in 2021 because I wanted to improve my business and develop new skills to help more clients.

I was a life long member of MDRT and my dream was to be a Top of the Table producer.

POP helped me acquire new knowledge, and the best strategies and language to use in prospecting and sales meetings to close larger sales with HNW clients.

I am now a multiple Top of The Table member!

There is nothing like POP.  If you seriously want to increase your business and improve your career, you must have a mentor like Mark who can help you get there. 

I have learned the importance of adapting to a changing market and how to better serve my clients with greater understanding and clarity. This helps me attract and work smarter with High Net Worth (HNW) clients, especially around Strategic Philanthropy.

 I certainly recommend this for advisors who want to become more proactive in Strategic Philanthropy and estate planning.

Mark has a great deal of experience in this area and has developed a unique ability to explain the power and benefits of using Life Insurance to make real impact for HNW clients and charitable organizations.

I wanted to become a top Insurance Advisor with particular expertise for High Net Worth clients and also to better prepare myself for this journey.

POP elevated my business and career to a new and higher level.

I gained wisdom and knowledge from the enormous experience that Mark brings to the table.

By absorbing new information from such an industry thought leader, I am better equipped to the serve the growing Canadian market and the new generations with the topnotch quality they deserve.

I joined POP after attending an incredibly informative masterclass with Mark Halpern. The value I gained from just that one session convinced me that a year-long program would be even more beneficial. I learned advanced financial planning and practice management strategies that help clients save on taxes now and in the future.  I recommend POP because it offers advisors the opportunity to learn from Mark Halpern, a highly experienced knowledgeable expert about advanced tax planning strategies and strategic philanthropy.

I joined POP in 2021 and returned year after year as it helps me to reinforce my knowledge and provides me with exposure to eye-opening skills.

After working in the industry for a number of years and experiencing success, I felt that I needed another “push” to make the success more of a permanent state and to get to the next level. This is one of the reasons I joined POP.

I’ve learned the path to success: have the desire, get help, think big and invest in yourself.

Mark’s mentoring and coaching have benefited me greatly.

I now feel confident and calm in all client situations after adopting POP’s interview process – it’s a game changer!

I can better articulate and demonstrate value I bring to the table; it turns relationships into true partnerships.

Last year, I was invited to speak about my growth journey at the Financial Horizons Ltd. (my MGA) Ontario Regional Summit. I was excited and proud to share my POP experience and explain how it contributes to my success.

For anyone who is committed to personal and professional growth and for those who are in the advisory business and are looking to grow and work on the business instead of in the business, POP will take you to the next level.

POP helped me learn how to better communicate ideas and concepts using Life Insurance to create and enhance gift planning

Mark Halpern has such a great deal of experience in this area and has developed a unique ability to help me explain the power and benefits of using Life Insurance to make real impact for clients and charitable organizations.

My professional practice has transformed. Learning from Mark has taken my business to a new level.

I joined POP2 in November 2022. The opportunity to learn from and be mentored by one of Canada’s top advisors in Mark Halpern was too compelling to pass up.

I remain a member because there is always more to discover and learn.

The strategies Mark has shared have truly reinvigorated me and made the later stages of my career incredibly exciting.

His focus on philanthropy has been a major source of inspiration for both me and my team.     

Even with years of experience in the industry, there’s always more to learn.  Mark is deeply committed to the professional development of advisors, bringing a level of enthusiasm and passion that I’ve rarely seen in my career. If you’re an advisor familiar with insurance but eager to understand its full potential, this is the opportunity for you.

This is an essential program for financial advisors to learn more and earn more. Clients want solutions, not products. Providing solutions separates me from my competitors. It’s a smarter approach that showcases my knowledge and better serves my clients.

I joined POP because I believe in continuous professional development and learning from the best. My goal was to better myself professionally while also helping others learn how to give in tax-efficient ways.

Through POP, I gained valuable insights into discussing charitable gifting strategies, access to mentors for guidance, and the opportunity to network with a dedicated group of professionals. The most impactful benefit has been the collaboration and knowledge-sharing with other experts in the field.

I highly recommend POP to other advisors committed to their professional growth. Our industry thrives on continuous learning to improve the quality of advice we provide to our clients, and POP offers an exceptional platform for that development.

I have been involved with POP since its inception. I am an independent insurance broker and consider POP my study group to learn more about the High-Net-Worth market. It refreshes and re-energizes me.

POP has introduced me to, and reminded me of important and lucrative products, ideas, services, and benefits that help me approach more and bigger clients

POP has more than paid for itself several times over and has been a great investment in my business. It’s well worth my time and money. Any advisor who wants to increase their income and knowledge substantially, joining POP is a great idea!

I joined POP in 2023. I met Mark at my first year attending Calu and joined POP as I wanted to continue to grow my business and learn from someone like Mark who has been very successful. I was also looking for some positive mentorship.

POP has helped me grow professionally and personally. I’ve learned more about being a professional, how to ask the right questions, and effective communication methods and strategies. I continue to be part of the program as a 3rd year participant as there are so many valuable lessons to learn. I have implemented several of the ideas in my practice and it has paid off and will continue to help me grow my business.

I recommend POP as it is a unique program that is different than what people may think. Mark has a way of making you feel good about yourself, and at the same time challenge you to strive for excellence. Mark is a great communicator who is passionate about the business and knows what it takes to be successful.

Joining the Power of Platinum program has been a transformative experience. I had followed Mark for several years, admiring his messaging and passion for the business. Mark is a tremendous innovator, and I needed an edge to jumpstart my business and bring true value and differentiation to my clients.

Having worked with Mark on a few cases, I quickly realized what sets him apart from other advisors: his innovation, creativity, and genuine interest in making a difference in every life he touches.

I’ve learned numerous strategies from Mark, some of which I can undertake while accessing Mark and his team for more complex cases. This business can be very lonely, but having access to Mark and his team means that help is only a phone call away.

Any advisor seeking a competitive advantage, aiming to build their business, or looking to expedite their success in this industry will find POP the answer.

I am a better advisor because of it.

I joined POP in 2022 after attending a webinar where Mark Halpern was the speaker and decided to join POP because his content was so unique and I’m always looking for new knowledge and wisdom to help clients.

I got tons of new information and developed an absolutely new approach to doing business through Mark’s mentoring. My clients benefit because I now discuss things with them that I never discussed before (and that most advisors never discuss too.)

POP will bring your business to a new and much higher level while generating a substantial increase in revenue and confidence in the HNW market.

I wanted to tap into the knowledge or Mark Halpern and his expertise as one of the best of the best in the insurance industry.  So I joined POP

After 30-plus years in the business, I simply “didn’t know what I didn’t know!”

Power of Platinum™ gave me the confidence to engage with high-net-worth clients and place larger insurance cases.

It even paid for my investment in Power of Platinum™ in the first two weeks of the program with a strategy I learned and implemented from Platinum.

If you want to discover THE best ROI for your practice . . . it’s Power of Platinum™

It took working with Mark to uncover that my calling was to help people and their families and really uncover what matters to them instead of spending my time focusing on investments portfolio designs and gaining alpha. Without the guidance of Mark, I likely would have adjusted my systems and continued up that ladder. I have uncovered a passion that had seemed lost for quite some time – to advise successful business owners and professionals to be able to provide more to their families and loved ones while they are alive and to help them uncover and create lasting legacies that can help others long after they have passed. I am excited to be able to make more of a difference in peoples lives and being in the Platinum group with the knowledge and guidance of Mark has been absolutely invaluable.