Unlimited CE Plan
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Products
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NEW! Real Estate Transitions in the Aging Years
CourseReal estate plays a key role in late-life planning. Using the PACT framework, advisors can guide spending, emergencies, and legacy decisions, ensuring smooth property transitions and minimizing family conflict.
$20
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NEW! The Prestige Program: Protecting Your High Net Worth Clients
CourseThis presentation stressed policy audits for high net worth clients, revealing gaps in liability, climate, and cyber coverage, with most underinsured despite high lawsuit concerns.
$20
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NEW! Building a Financial Plan: The Preventable Risks
CourseRegular P&C policy reviews uncover gaps, missed discounts, and underinsurance. Proper coverage, including umbrella and accurate home-business details, protects clients’ assets and prevents denied claims.
$20
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NEW! Why You Shouldn’t Set Up an HSA
CourseHSAs offer small businesses cost control, flexibility, and tax benefits compared to traditional plans. They help manage expenses, retain talent, and provide adaptable solutions for businesses with fewer than 50 employees.
$20
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NEW! Success Formula for Thriving Companies
CourseEmployee health is critical as burnout and mental health issues rise. Prioritizing wellness through leadership focus, comprehensive support, and proactive measures boosts productivity and engagement.
$20
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NEW! The Immense Benefits of Post-Retirement Planning
CoursePost-retirement planning is crucial, yet many lack wills or knowledge of probate and segregated funds. Early estate planning ensures financial security, reduced stress, and lasting legacies.
$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?