Unlimited CE Plan
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Products
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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
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NEW! Group Benefits' Perfect Storm
CourseThis presentation addresses frustrations with traditional group benefits, highlighting issues for business owners, HR specialists, and employees. Discover new trends and options that provide clarity and eliminate annual premium increases.
$20
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NEW! The Shocking Uses of Reverse Mortgages
CourseDiscover how Reverse Mortgages can be a powerful financial strategy for both average and high-net-worth clients, offering flexibility, market risk protection, and income stability in retirement. Prepare to be shocked!
$20
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NEW! What's Going to Happen to Our Child After We've Gone?
CourseThe presentation covers comprehensive planning for parents of children with disabilities, focusing on financial assistance, legal issues, and navigating benefits. Key topics included tax credits, eligibility criteria, trusts, and asset management.
$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?