Unlimited CE Plan
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Products
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Opportunities with the Millennial Market
CourseUnlock the secrets to attracting Millennial clients! Discover market insights, strategies to connect meaningfully, and ways to outshine Robo-Advisors. Build lasting client relationships for decades to come!
$20
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Estate Planning for Advisors
CourseExplore the full scope of Estate Planning beyond Life Insurance. This presentation equips you to address key elements and deliver expert-level advice, ensuring your clients' financial futures are secure.
$20
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Build Your Personal Brand to Triple Your Revenue
CourseLearn proven strategies to establish yourself as a recognized authority in your community or industry. This presentation will empower you to elevate your reputation and boost your practice's success. Ready to lead?
$20
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Special Needs Planning for People with Special Needs
CourseDiscover surprising insights into disabilities and benefits: learn how 1 in 10 clients may qualify for substantial savings, even without visible disabilities. Transform your understanding to better serve your clients' needs.
$20
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Advocacy in Aging
CourseAs Canada ages, our approach to retirement and estate planning must evolve. This presentation provides new strategies and insights to help clients plan effectively, ensuring they understand and accept your advice.
$20
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Cash Flow Planning for Insurance Needs
CourseCash flow planning aligns clients' finances with tailored insurance solutions. Case studies reveal how uncovering hidden funds, refinancing debts, and optimizing coverage ensures affordability and supports financial goals.
$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?