Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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NEW! RCAs for Professional Athletes
CourseThis presentation explained RCAs as flexible tools for high-income Canadians, offering tax deferral, wealth transfer, and competitive tax rates—even for NHL players—while supporting intergenerational planning.
$20
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NEW! Tax Savings & Wealth Accumulation for Business Owners & Professionals
CourseIPPs and RCAs offer business owners higher contributions, flexibility, and tax savings, helping accumulate significantly more retirement wealth than traditional RRSPs by age 65.
$20
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NEW! The Essential Guide for Disability Estate Planning
CourseThis presentation covered disability estate planning, stressing ODSP, tax credits, Henson trusts, RDSPs, and guardianship, highlighting the advisor’s role in protecting benefits and securing family futures.
$20
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NEW! Trusts and Their Use in Special Needs Planning
CourseSpecial needs planning relies on trusts—testamentary, inter vivos, and Henson trusts—to protect assets and maintain benefits. Proper documentation, trustee selection, and advisor guidance are crucial.
$20
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NEW! Retirement Cash Flow Planning
CourseRetirement cash flow planning helps Canadians address debt and expenses. Early planning, like the "retirement shift" exercise, can free up income, reduce mortgage burdens, and prevent retirement income crises.
$20
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NEW! Why Digital Vaults Are Key to Enterprise Transformation
CourseSideDrawer is a secure, API-based digital platform that streamlines document sharing for advisors and enterprises, saving 1–2 hours daily, managing up to 180 households, and integrating with CRMs like Salesforce.
$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?