Unlimited CE Plan
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Products
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Advocacy in Aging
CourseAs Canada ages, our approach to retirement and estate planning must evolve. This presentation provides new strategies and insights to help clients plan effectively, ensuring they understand and accept your advice.
$20
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Cash Flow Planning for Insurance Needs
CourseCash flow planning aligns clients' finances with tailored insurance solutions. Case studies reveal how uncovering hidden funds, refinancing debts, and optimizing coverage ensures affordability and supports financial goals.
$20
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Getting the Competitive Advantage You Need
CourseThis presentation addresses how to protect against the ordinary challenges that Canadians face, like hospital visits, accidents, outpatient treatments, or having a baby. Discover how providing your clients with a cheque for these situations could tra
$20
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Conquering Debt Mountain
CourseDebt impacts everyone, including your clients, often hidden from advisors. Learn to spot warning signs and understand how even high income can worsen debt issues in this eye-opening presentation.
$20
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Joyous Wealth
CourseDiscover how decades of financial planning wisdom can transform money into joyous wealth. Learn to guide clients beyond finances, creating meaningful, fulfilling outcomes with every decision.
$20
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Big Benefits for Your Small Business
CourseImagine redefining the definition of a Small Business for Group Benefits plans to include 2-10 employees. This change would help small businesses compete by offering affordable benefits plans, attracting and retaining top talent.
$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?