Unlimited CE Plan
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Products
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AML, FINTRAC, & That Great Big Thing
CourseLearn how organized crime is targeting the financial services industry with account takeovers and money laundering through life insurance and investments. Stay informed on warning signs and protect yourself and your clients.
$20
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Discovering Insurance Needs
CourseEstate planning is crucial for all clients, not just the wealthy. Learn how to reduce taxes, simplify asset transfer, and ask key questions. RBC offers flexible life insurance solutions, including joint last-to-die policies and deposit options.
$20
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Supporting Your Clients Through Aging Life Transitions
CourseThis presentation explores when to revisit a client's financial plan, emphasizing the evolving needs of aging clients. It introduces a 3 allotment approach to reshape asset and income discussions for meaningful impact.
$20
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Estate Planning: Plan Like the Wealthy
CourseThis presentation reveals how wealthy families pass on wealth while minimizing estate taxes and probate. Learn strategies used by high-net-worth clients that can also benefit those with more modest assets, helping them plan like the wealthy.
$20
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Choosing the Best Process for Separating Families
CourseThis presentation highlights the challenges of clients facing divorce and introduces a proactive role for financial advisors. Linda and Gail offer alternatives to court that can ease the emotional and financial impact on clients.
$20
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Probategeist: When Estate Plans get Massacred
CourseThis presentation examines high-profile estate failures, revealing what went wrong and how it could have been avoided. Learn valuable lessons to avoid complacency and engage clients in meaningful estate planning discussions.
$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?