Unlimited CE Plan
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Products
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NEW! Estate Freeze and Life Insurance
CourseEstate freezes with life insurance help business owners transfer growth to the next generation, minimize taxes, and ensure fair inheritance, supporting smooth family business succession.
$20
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NEW! Understanding the Benefits of a FHSA
CourseThe FHSA lets first-time homebuyers save $8K annually up to $40K, with tax-deductible contributions and tax-free withdrawals, plus flexible transfers and use with the HBP for bigger down payments.
$20
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NEW! Taking Care of Business: Opportunity Spotting with Business Owner Clients
CourseBusiness owners need financial strategies at all stages—developing, growth, and mature—including continuity, succession, and corporate life insurance to ensure smooth transitions, tax efficiency, and financial security.
$20
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NEW! Participating Life Insurance is a Unique Asset Class
CourseParticipating whole life insurance is a stable, liquid, tax-efficient asset class for high-net-worth clients, with strong growth and strategic value when advisors and accountants collaborate.
$20
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NEW! Estate Planning and Taxation
CourseSegregated funds offer probate bypass, creditor protection, and tax-efficient legacy planning. Understanding ownership roles, structures, and annuity options helps advisors guide clients through estate and financial planning.
$20
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NEW! The Customer Always Wins
CourseIntegrating TFSA, RRSP, and insurance boosts retirement planning. Quick-pay CI coverage and insured annuities can increase income, highlighting the importance of tailored, diversified financial solutions for clients.
$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?