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! Do Not Ignore Your Mortality
CourseThis presentation emphasizes proactive end-of-life planning, focusing on reducing stress, minimizing taxes and fees, and ensuring clear communication and documentation among family, healthcare, and funeral professionals.
$20
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NEW! How Selling Underground Furniture Morphed into the Mortality Mindset Movement
CourseDeath is inevitable, but how you prepare matters. This presentation inspires meaningful conversations about estate planning, highlighting Greg's story and his book as essential tools for guiding your clients and loved ones.
$20
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NEW! The Psychology Of Retirement
CourseThis presentation goes beyond retirement income calculations, helping clients explore the purpose and challenges of retirement. Learn how to address these issues early for a more fulfilling retirement experience.
$20
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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
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?