Unlimited CE Plan
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Products
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Special Needs & Disability Estate Planning
CourseDiscover how many of your clients may qualify for disability benefits—surprising insights await! Learn what defines a disability and the benefits available, which could result in significant savings for those who qualify. This presentation reveals th
$20
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Trends with Benefits
CourseDiscover how a 2021 industry study revealed game-changing insights for group benefits. This presentation explores key findings, actionable cases, and innovative trends to keep your strategies ahead of the curve.
$20
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Preventing Disaster: The Hidden Weakness in Your Clients Insurance Program
CoursePrevent financial disasters for your clients with a simple check-up! This presentation reveals common P&C insurance pitfalls and how to fix them, protecting your clients' future and preserving their investments.
$20
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Comprehensive Risk Management & Tax Optimization
CourseDiscover a powerful tax optimization tool that enhances your financial advice with precise calculations. No need to master tax codes—this tool does it for you, boosting your value to clients.
$20
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If I Was a Financial Planner Today…
CourseReimagine your Financial Planning practice with no limits! This presentation explores creating a future-ready business built for enduring success, leveraging insights and innovation to redefine your approach.
Free
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Needs Based Selling
CourseThis presentation explores how compliance requirements, specifically Needs Based Selling, can actually improve your business by benefiting you, your clients, and even your Compliance Department. Discover how regulators might be supporting your practi
$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?