Unlimited CE Plan
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Products
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Estate Planning Gems
CourseEstate planning goes beyond life insurance and wills. This presentation covers 17 key points to prevent conflicts and broken promises, highlighting the pivotal role of experts. A must-see for advisors committed to excellence.
$20
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Let's C.I. To Eye
CourseDiscover why Critical Illness Insurance lags behind Life Insurance in sales. This presentation uncovers key insights and equips you to have impactful conversations that help clients secure better protection.
$20
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Professional Responsibility Applied! 2022
CourseCompliance elevates Financial Services to a true profession. This case-study presentation explores advisors' professional responsibilities, offering essential insights and 2 CFP Professional Responsibility credits. A must-see!
$30
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The Realities of Ageing in Canada Today
CourseDiscover the realities of aging and future challenges for seniors. This must-see presentation equips Financial Advisors with insights to better plan and support clients in a rapidly aging society.
$20
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Planning Strategies
CourseAging at home requires dependable cash flow. Discover how the CHIP Reverse Mortgage can be a flexible planning tool for senior clients across all wealth levels. Case studies prove its value beyond monthly income needs.
$20
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Cash Flow Strategies for Retired Clients
CourseRetirement Income Planning is a critical component of financial planning in Canada. This presentation offers concrete strategies to align clients' retirement savings with their actual cashflow needs, providing better guidance for a secure and comfort
$20
FAQ
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How do I choose the best package for my needs?
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
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What is a Theme Pack?
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What is a Variety Pack?