2026 Unlimited CE Plan
Earn an Unlmited number of CE Credits with one package.
Products
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NEW! The Future of Financial Advice: My Tech Stack
CourseThis presentation discussed the innovative use of AI and tech tools in financial planning. The presenter emphasized how these tools streamline marketing, sales, and client fulfillment, reducing costs and increasing efficiency.
$20
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NEW! Decision Optimization for Financial Planning
CourseLearn how decision optimization improves financial planning by maximizing after-tax wealth through optimized tax strategies, account sequencing, and retirement planning.
$20
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NEW! The Fiduciary Duty to See What Others Miss
CourseLearn how to identify overlooked disability planning opportunities, maximize government benefits, and deliver more comprehensive client advice.
$20
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NEW! Benefit Plan Boom
CourseLearn how Group Benefits can strengthen client retention, create recurring revenue, and position advisors as trusted partners through exceptional service and relationship building.
$20
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NEW! Re-Thinking Accessibility
CourseThis 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
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NEW! Why Strong Financial Plans Fail
CourseThis 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
AIC Deadline
AIC Life & AIC A&S Bundles available. On page 2 of Bundles above.
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FAQ
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How do I choose the best package for my needs?
Address common questions ahead of time to save yourself an email.
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Why would I choose the Unlimited CE Plan?
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What is a Bundle?
Address common questions ahead of time to save yourself an email.
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What is a Theme Pack?
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What is a Variety Pack?