2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Learn practical techniques to engage clients in estate planning, uncover planning gaps, and guide proactive discussions around legacy, incapacity, and wealth transfer.
$20
Learn how permanent life insurance can enhance investment portfolios through tax-efficient growth, retirement income flexibility, and improved estate planning outcomes.
$20
Learn how family law affects home ownership, property division, and asset protection through practical planning strategies, legal agreements, and effective documentation.
$20
This presentation explores the importance of moving beyond numbers and technical financial planning to build deeper, more meaningful relationships with clients. It emphasizes a human-centered approach to advising that focuses on understanding clients
$20
Learn how AI can improve advisor productivity, client communication, research, and workflow efficiency while understanding its limitations, ethical use, and role in financial services.
$20
This presentation explores tax-efficient planning strategies for corporate clients, focusing on methods to reduce and stabilize corporate tax exposure while enhancing long-term wealth accumulation and estate value.
$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.