Unlimited CE Plan
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Products
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Financial Planning: Optimize Advise & Succeed
CourseThis platform integrates tax, accounting, and math to optimize savings, withdrawals, and financial plans in minutes. It addresses risks like longevity and inflation, offering precise, tailored advice to improve advisor efficiency and client satisfact
$20
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Add $10M Under Management with Existing Clients
CourseThe presentation highlights the significance of home equity and real estate strategies aging clients. It covers seniors' changing housing needs, downsizing challenges, & strategies involving adult children in decision-making.
$20
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The Recipe for Success
CourseThis presentation tackles the frustration of clients saying "I can't afford it" despite your efforts. It offers practical strategies and easy recipes to help clients reduce expenses and free up cash for their financial plans.
$20
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Building a High Net Worth Practice
CourseReady to take your career to the next level? This presentation shows you how to unlock your full potential without needing special education or secret strategies. Learn from Randy and transform your business for lasting success!
$20
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Cash Flow Planning for Business Owners
CourseThis presentation equips you with insights to help business owners make data-driven decisions, boost their business, and secure their future through effective financial planning, enhancing both your client's success and your own professional profile.
$20
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Expert Navigation & Personalized Healthcare Solutions
CourseThis presentation addresses the disparities in Canada's healthcare system, highlighting long wait times versus expedited care for athletes. Kevin shares insights on advocating for your health, and how to navigate your personal healthcare experience.
$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?