2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Products
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NEW! Navigating the New Era of Total Cost Reporting (TCR)
CourseThis presentation discusses the upcoming Total Cost Reporting (TCR) changes effective January 2027. TCR will replace the Management Expense Ratio (MER) with the Fund Expense Ratio (FER), reporting costs in dollar terms.
$20
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NEW! Strategic Philanthropy: Help Clients Go from Success to Significance
CourseLearn how strategic philanthropy, life insurance, and charitable planning can reduce taxes, preserve wealth, and help clients create a meaningful legacy.
$20
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NEW! What's Old is New Again
CourseLearn how timeless sales principles, relationship building, referrals, and permanent life insurance expertise help advisors build trusted, sustainable practices in today's digital world.
$20
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NEW! The Use of Bare Trusts with Probate and Estate Planning
CourseThis presentation discusses the use of bare trusts in estate planning. The presenter explained that bare trusts involve a bare trustee holding assets on behalf of a beneficial owner, ensuring probate-free transfers.
$20
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NEW! The Future of Financial Advice: My Tech Stack
CourseThis presentation discussed the innovative use of AI and tech tools in financial planning. The presenter emphasized how these tools streamline marketing, sales, and client fulfillment, reducing costs and increasing efficiency.
$20
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NEW! Decision Optimization for Financial Planning
CourseLearn how decision optimization improves financial planning by maximizing after-tax wealth through optimized tax strategies, account sequencing, and retirement planning.
$20
AIC Deadline
AIC Life & AIC A&S Bundles available. On page 2 of Bundles above.
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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?