Unlimited CE Plan
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Products
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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
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Planning Strategies
CourseAging at home requires dependable cash flow. Discover how the CHIP Reverse Mortgage can be a flexible planning tool for senior clients across all wealth levels. Case studies prove its value beyond monthly income needs.
$20
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Cash Flow Strategies for Retired Clients
CourseRetirement Income Planning is a critical component of financial planning in Canada. This presentation offers concrete strategies to align clients' retirement savings with their actual cashflow needs, providing better guidance for a secure and comfort
$20
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Special Needs & Disability Estate Planning
CourseDiscover how many of your clients may qualify for disability benefits—surprising insights await! Learn what defines a disability and the benefits available, which could result in significant savings for those who qualify. This presentation reveals th
$20
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Trends with Benefits
CourseDiscover how a 2021 industry study revealed game-changing insights for group benefits. This presentation explores key findings, actionable cases, and innovative trends to keep your strategies ahead of the curve.
$20
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Preventing Disaster: The Hidden Weakness in Your Clients Insurance Program
CoursePrevent financial disasters for your clients with a simple check-up! This presentation reveals common P&C insurance pitfalls and how to fix them, protecting your clients' future and preserving their investments.
$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?