Unlimited CE Plan
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Products
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Giving Grief a Voice
CoursePrepare for an emotional journey with Julie as she shares her story of tragedy, resilience, and compassion. Learn how to support loved ones and clients through their darkest moments with empathy and care.
$20
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Surprising Reverse Mortgage Trends in HNW Planning
CourseDiscover how CHIP Reverse Mortgages can solve complex financial challenges for High Net Worth clients, offering flexibility, problem-solving power, and a "Living Will" option through real-world case studies.
$20
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Debt Management for Wealth Advisors
CourseHigh-income individuals aren’t immune to debt. This presentation reveals the debt reality for HNW Canadians and offers strategies to help manage debt, improving their financial plans and achieving their goals more effectively.
$20
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Improving Employee Financial Health
CourseDiscover how financial stress affects both employees and businesses. Learn strategies to offer solutions that benefit both, while growing your business. Join this course for actionable insights to help your clients thrive.
$20
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Mortality Reality (Before)
CourseThis presentation explores the powerful impact of planning for the unexpected, with a personal story of one man's journey before and after a brain tumor diagnosis, emphasizing the urgency and importance of planning ahead.
$20
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Mortality Reality (After)
CourseGreg's journey through brain surgery offers powerful insights on the importance of planning for life’s inevitable moments. Discover how planning today can provide peace of mind when faced with the unexpected.
$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?