Unlimited CE Plan
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COVID transformed financial planning with new tech tools that boost efficiency and client convenience. This presentation explores how to integrate these innovations into your practice, keeping you ahead of client expectations.
$20
Discover a new opportunity in your business by helping clients navigate the challenging task of being an estate executor. Think differently to assist in the transfer of wealth across generations.
$20
Discover 5 powerful ways segregated funds can enhance your clients' estate plans, going beyond simple MER comparisons. Help clients execute their estate plans for maximum benefit to their families.
$20
1 in 10 families has a child living with a disability. This presentation explores essential legal planning with Ken Pope to ensure lifelong care and protection for these children, offering peace of mind for their families.
$20
1 in 10 families has a child living with a disability, but only 20% get the help they need. This presentation reveals advanced planning strategies to support these clients and address their crucial question: "Who will care for my child?"
$20
Discover how to offer clients Life, CI, DI, and Creditor Insurance seamlessly with riders underwritten as life insurance. Simplify underwriting and provide comprehensive, cost-effective coverage without exclusions or hassle.
$20
Address common questions ahead of time to save yourself an email.
Address common questions ahead of time to save yourself an email.
Address common questions ahead of time to save yourself an email.