2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Learn how to identify overlooked disability planning opportunities, maximize government benefits, and deliver more comprehensive client advice.
$20
Learn how Group Benefits can strengthen client retention, create recurring revenue, and position advisors as trusted partners through exceptional service and relationship building.
$20
This presentation examines the concepts of equality, equity, systemic barriers, universal design, and the duty to accommodate, while highlighting how inaccessible environments can affect employees, clients, and organizational performance.
$20
This presentation discusses the importance of policy audits in financial planning. The presenter highlighted that 36% of audits reveal missing discounts, 30% show underinsured valuables, and 92% uncover three potential claim denied items.
$20
This presentation focused on increasing income 11 times by packaging a "big idea." The presenter emphasized the need for financial advisors to move beyond commoditized services, and shared success stories of advisors who differentiated themselves.
$20
Learn how to integrate disability benefits, trusts, tax planning, estate planning, pensions, and life insurance to improve long-term financial security for families with disabilities.
$20
AIC Life & AIC A&S Bundles available. On page 2 of Bundles above.
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.