Unlimited CE Plan
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Products
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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
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NEW! Learning the Language of Grief
CourseJulie’s journey as a grief coach highlights that grief is complex, ongoing, and impacts mind and body. Understanding, support systems, and emotional expression are key, with grief seen as a lasting love souvenir.
$20
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NEW! How to Eat an Elephant (Making the Impossible Possible!)
CourseSimplifying complex tasks and understanding executor roles are key in estate planning, as most Canadians lack a will. The CEA program equips advisors with skills, modules, and tax credits for effective estate transfers.
$20
FAQ
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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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