Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Trust and integrity are key competitive advantages for advisors. Radical transparency, prioritizing client interests, follow-up, documentation, and openness drive retention, referrals, and satisfaction.
$20
This presentation outlined the four life stages of financial planning, stressing literacy, risk and tax management, and long-term strategies to achieve security across an average lifespan of 29,200 days.
$20
This presentation introduced MyCreditz, an AI-powered credit intelligence engine that helps advisors assess credit health, create strategies, and match clients with lenders to achieve financial goals.
$20
This presentation shared a banker’s journey to becoming an Ironman at 70, emphasizing healthy aging, purpose, and “financial independence light” to build a sustainable and fulfilling retirement.
$20
Bundling insurance saves costs, offers convenience, and allows customization. Advisors can help underinsured Canadians, especially the 46–55 “sandwich generation,” uncover coverage gaps and maximize savings.
$20
Empire Life segregated funds offer tailored options (75/75, 75/100, 100/100) to meet client needs, with benefits like guarantees, creditor protection, and streamlined applications for stronger engagement.
$20
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.