Unlimited CE Plan
This is where you seal the deal. Sprinkle this section throughout your page to push prospects to purchase!
Products
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What Your Client Said, While You Weren’t Listening
CourseListening isn’t communicating. This presentation uncovers barriers to understanding in client discussions, helping you eliminate frustrations, build trust, and take your business to the next level.
$20
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Zero to $1M in 60 Minutes
CourseDiscover the power of financial 'recipes'—simple steps guiding clients to achieve small goals, building toward long-term success. This presentation unveils a transformative process to elevate clients' financial journeys.
$20
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Estate Planning Gems
CourseEstate planning goes beyond life insurance and wills. This presentation covers 17 key points to prevent conflicts and broken promises, highlighting the pivotal role of experts. A must-see for advisors committed to excellence.
$20
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Let's C.I. To Eye
CourseDiscover why Critical Illness Insurance lags behind Life Insurance in sales. This presentation uncovers key insights and equips you to have impactful conversations that help clients secure better protection.
$20
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Professional Responsibility Applied! 2022
CourseCompliance elevates Financial Services to a true profession. This case-study presentation explores advisors' professional responsibilities, offering essential insights and 2 CFP Professional Responsibility credits. A must-see!
$30
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The Realities of Ageing in Canada Today
CourseDiscover the realities of aging and future challenges for seniors. This must-see presentation equips Financial Advisors with insights to better plan and support clients in a rapidly aging society.
$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?