Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
This presentation highlighted Assumption Life’s Flex Term insurance, offering up to $10M coverage, unique joint options, riders for CI and disability, and flexible features to protect against life’s uncertainties.
$20
Shifting from life insurance to living benefits helps grow an insurance book with affordable CI, accident, and sickness coverage—featuring no-income verification, no waiting periods, and family pricing.
$20
This case study-based presentation provides the annual update on the Professional Responsibility of Financial Advisors across the industry. This presentation provides the 2 mandatory Professional Responsibility credits CFPs require.
$35
This presentation on strategic philanthropy emphasizes educating clients on integrating charitable giving into estate planning. It covers tax-efficient strategies, including life insurance, and aligning giving with passions to create lasting impact.
$20
Discover the complexities of beneficiary designations in Canadian life insurance. Learn how jurisdiction, ownership, and laws impact these critical choices, revealing their true significance beyond the basics.
$20
This presentation explores the emotional and practical challenges when tragedy strikes. Learn how to guide clients, friends, or family through the initial shock and healing process with understanding and compassion.
$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.