Unlimited CE Plan
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Products
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Building an Evolving Financial Planning Practice
CourseExplore the evolution of financial planning and take 'Know Your Client' to the next level. Learn how to use client information more effectively to create impactful, future-ready financial plans.
Free
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A Client Looks at Advisor Value
CourseDiscover what clients see and why they choose you. Canadian bestseller Robert Gignac offers a stunning client perspective, revealing their decision-making process and redefining your role in their success.
$20
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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
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?