Unlimited CE Plan
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Products
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NEW! Supporting Your Clients Through Aging Life Transitions
CourseThis presentation explores when to revisit a client's financial plan, emphasizing the evolving needs of aging clients. It introduces a 3 allotment approach to reshape asset and income discussions for meaningful impact.
$20
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NEW! Estate Planning: Plan Like the Wealthy
CourseThis presentation reveals how wealthy families pass on wealth while minimizing estate taxes and probate. Learn strategies used by high-net-worth clients that can also benefit those with more modest assets, helping them plan like the wealthy.
$20
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NEW! Choosing the Best Process for Separating Families
CourseThis presentation highlights the challenges of clients facing divorce and introduces a proactive role for financial advisors. Linda and Gail offer alternatives to court that can ease the emotional and financial impact on clients.
$20
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NEW! Probategeist: When Estate Plans get Massacred
CourseThis presentation examines high-profile estate failures, revealing what went wrong and how it could have been avoided. Learn valuable lessons to avoid complacency and engage clients in meaningful estate planning discussions.
$20
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NEW! How To Sell a Lobster
CourseLearn how to help clients maximize their wealth and create a lasting legacy. Join our course to explore wealth transfer strategies and family dynamics, and become the catalyst for their financial success. Enroll today!
$20
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NEW! Canada Life My Par Gift
CourseThe presentation introduces a charitable giving product that simplifies donations with a single tax-deductible premium, enhancing donor-charity relationships and tax efficiency while offering flexible options.
$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?