Unlimited CE Plan
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Products
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Keyperson Critical Illness Insurance
CourseExplore the realities of Keyperson Critical Illness Insurance. This session delves into legal and tax implications, revealing insights and opportunities to better serve your business owner clients.
$20
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Trends with Benefits: Part Deux
CourseTrends with Benefits: Part Deux explores 2023’s shifts in employment, benefits design, and employer strategies. Discover insights from the updated Benefits Canada report and solutions for rising benefit renewal costs.
$20
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Tips and Traps for Choosing an Executor
CourseThis unique, mindmap-driven presentation guides you through key questions when choosing an Executor and solidifying your estate plan. Gain clarity and prevent future issues for your heirs by reassessing your own plan.
$20
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Legacy Planning Using the 1-Pay Strategy
CourseDiscover the evolution of limited pay life insurance, now with a 1-Pay strategy. This new option offers lifetime coverage with zero completion risk, making it an ideal choice for passing wealth to the next generation.
$20
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Term Plus: Protecting the Present & Plan for the Future
CourseExplore the evolution of Term Insurance over the past 25 years. Learn about advancements in design, flexibility, and cost that offer comprehensive protection for your clients, covering both expected and unexpected ‘what ifs.’
$20
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The NEW Beneva Savings and Investments Solutions
CourseExplore Beneva's enhanced offerings and discover new strategies to protect your older clients' estates and investment values, ensuring a secure future for their heirs.
$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?
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?