Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
-
NEW! 2024 Planning for Clients Under 50 Theme Pack - 15 CE Credits
CourseThe Planning for Clients Under 50 theme pack equips advisors (5+ years) with essential insights and strategies for younger clients. Earn CE Credits effortlessly—just watch, no quizzes required!
$225
-
NEW! 2024 Planning for Clients Over 65 Theme Pack - 15 CE Credits
CourseThe Planning for Clients Over 65 theme pack offers seasoned advisors (10+ years) vital insights into the evolving needs of aging clients. Earn CE Credits effortlessly—just watch, no quizzes required!
$225
-
NEW! 2024 Financial Advisor: Level 1 Theme Pack - 10 CE Credits
CourseThe Financial Advisor: Level 1 theme pack is ideal for advisors with 5 years or less experience. Gain insights into foundational insurance solutions and earn CE Credits easily—just watch engaging presentations, anytime, anywhere, and on any device.
$170
-
NEW! 2024 Financial Planner: Intermediate Theme Pack - 10 CE Credits
CourseThe Financial Planner: Intermediate Theme Pack is perfect for advisors with 10+ years of experience. Gain fresh insights to better serve your clients and earn CE Credits easily—just watch, no quizzes required!
$170
-
NEW! 2024 Planning for Business Owners Theme Pack - 10 CE Credits
CourseThe Planning for Business Owners theme pack is ideal for seasoned advisors (10+ years). Gain valuable insights to address complex needs of business owner clients. Earn CE Credits easily—just watch, no quizzes required
$170
-
NEW! 2024 High Net Worth Client Planning Theme Pack - 10 CE Credits
CourseThe High Net Worth Client Planning theme pack is perfect for experienced planners (10+ years). Gain advanced strategies to meet complex needs of affluent clients and earn CE Credits effortlessly—just watch, no quizzes required!
$170
FAQ
-
How do I choose the best package for my needs?
Address common questions ahead of time to save yourself an email.
-
Why would I choose the Unlimited CE Plan?
Address common questions ahead of time to save yourself an email.
-
What is a Bundle?
Address common questions ahead of time to save yourself an email.
-
What is a Theme Pack?
-
What is a Variety Pack?