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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NEW! IPP / RCA - What's Changed?
CourseThis presentation introduces IPP and RCA plans as tax-advantaged savings options for high-income Canadians. Learn how these plans work, their benefits, and how to start the conversation with clients to maximize their savings.
$20
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NEW! Business Owner and Professional Corporate Solutions Using the RCA & IPP
CourseThe presentation explores the rising popularity of Retirement Compensation Arrangements and Individual Pension Plans as tax-efficient tools for business owners, covering their benefits, drawbacks, and strategies for minimizing tax liabilities.
$20
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NEW! Executor Myth Busters Workshop
CourseThis presentation debunks common myths about wills, estates, and the role of Executors. Learn how to guide clients in creating the right wills and start meaningful conversations to help them plan for the future.
$20
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NEW! Are Your Clients 1 Accident Away From Financial Disaster
CourseLearn how common P+C insurance myths can derail your clients' financial plans. Discover how a simple policy audit can prevent costly issues and ensure your clients have the right coverage when they need it most.
$20
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NEW! AML, FINTRAC, & That Great Big Thing
CourseLearn how organized crime is targeting the financial services industry with account takeovers and money laundering through life insurance and investments. Stay informed on warning signs and protect yourself and your clients.
$20
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NEW! Discovering Insurance Needs
CourseEstate planning is crucial for all clients, not just the wealthy. Learn how to reduce taxes, simplify asset transfer, and ask key questions. RBC offers flexible life insurance solutions, including joint last-to-die policies and deposit options.
$20
FAQ
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How do I choose the best package for my needs?
Address common questions ahead of time to save yourself an email.
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Why would I choose the Unlimited CE Plan?
Address common questions ahead of time to save yourself an email.
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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?