Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Integrating 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
This presentation traced the history of critical illness insurance, from its 1967 origins to Beneva’s 2024 updates, highlighting its role in easing financial burdens and improving quality of life for patients.
$20
This presentation covered the Term Plus product, offering flexible life, disability, and CI coverage with riders, competitive pricing, and value-added benefits tailored to client needs.
$20
Disability insurance essentials: types of contracts, key definitions, optional riders, and exclusions. Advisors play a vital role in educating clients to maximize coverage and protect income.
$20
Participating life insurance offers estate planning, financial security, and flexible cash access through loans or withdrawals. It supports retirement income, charitable giving, and corporate tax advantages.
$20
Retirement planning means guiding clients through the Go Go, Slow Go, and Slow Mo phases with stable, tax-efficient income, government benefits, and tailored strategies for estate, savings, and longevity needs.
$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.