Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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NEW! Compliance Pillars
CourseCompliance is key for advisors. From engagement letters to AML and privacy programs, clear documentation and practical tools help manage risk, meet regulations, and build client trust.
$20
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NEW! Trust & Integrity: Your Superpower
CourseTrust and integrity are key competitive advantages for advisors. Radical transparency, prioritizing client interests, follow-up, documentation, and openness drive retention, referrals, and satisfaction.
$20
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NEW! Four Stages of Life
CourseThis 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
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NEW! Integrating MyCreditz into Client Workflows
CourseThis 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
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NEW! Healthy Aging: Retirement Planning is About More Than Just Money
CourseThis 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
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NEW! Empire Life's Registered Disability Savings Plan (RDSP)
CourseDiscover Canada’s first RDSP on a Seg Fund platform! Learn how Empire Life simplifies investing while maximizing grants, bonds, and benefits for clients with disabilities.
$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?