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! The Shocking Uses of Reverse Mortgages
CourseDiscover how Reverse Mortgages can be a powerful financial strategy for both average and high-net-worth clients, offering flexibility, market risk protection, and income stability in retirement. Prepare to be shocked!
$20
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NEW! What's Going to Happen to Our Child After We've Gone?
CourseThe presentation covers comprehensive planning for parents of children with disabilities, focusing on financial assistance, legal issues, and navigating benefits. Key topics included tax credits, eligibility criteria, trusts, and asset management.
$20
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NEW! Building Strong Client Connections with Your Brand
CourseThis presentation highlights the importance of building a strong brand for financial advisors, focusing on effective communication, defining ideal clients, creating emotional connections, and targeting a focused audience for long-term success.
$20
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NEW! Master Your Mindset
CourseThis presentation highlights how mindset shapes business growth. It explores "above the line" vs. "below the line" thinking, showing how positive mindsets boost creativity and success, while limiting beliefs hold you back.
$20
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NEW! Next Generation Planning
CourseExplore how juvenile policy sales can enhance your practice. Shift the focus from "insurance on the child" to "insurance for the child" and equip clients to gift a secure future for the next generation.
$20
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NEW! Making a Suitable Sale
CourseThe CLHIA's updated needs-based sales approach includes four steps: prospecting, fact-finding, proposal building, and implementation. It highlights segregated funds' benefits, client-tailored guarantees, and the importance of disclosure and tools.
$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?