FAQs: On-Demand Library

Currently, we are not a certified Continuing Education sponsor, and our educational programs are not registered with regulatory agencies such as NASBA, CFP® Board, or any Department of Insurance or State Bar Associations.

As a smaller company with fewer than five employees and a diverse national client base, we have found that the time and resources required to offer Continuing Education credit would make it difficult to provide our programs at an affordable cost for all attendees.

Instead, our focus is on delivering timely, high-quality programs that are relevant and valuable to professionals like you, often before many competitors offer similar content. Additionally, we do not require separate registrations for each individual in your office—allowing everyone to participate and benefit from our programs.

💡 While CE credits aren’t available, we prioritize offering practical, impactful training that delivers real value to your practice.

Once your order is placed—whether online or by phone—you can easily access your purchased programs by logging into your account on our website. Your product order will be available there, and the materials can be accessed through a provided link.

You’ll also receive a confirmation email with detailed instructions on how to access your programs, ensuring a smooth and seamless experience.

💡 Need help? If you have any issues accessing your materials, don’t hesitate to reach out to us for support!

We understand that every customer has different needs, and we aim to provide clear, detailed descriptions of our programs to help you assess if they’re the right fit for you. However, we know that sometimes a program may not meet your expectations.

To ensure your satisfaction, we offer a 30-day money-back guarantee on most of our products. If you’re not completely satisfied with an Instant Download Program, simply contact us at 1-866-754-6477 or via email at orders@ultimateestateplanner.com. Our team is dedicated to resolving any issues and ensuring you have a positive experience.

💡 We want you to be completely satisfied—we’ll work with you to make it right!

Each Instant Download Program includes direct access to the speaker for content-related questions. Every speaker has agreed to answer participant inquiries via email. You can find their contact information within the program materials (either in the presentation or handout materials).

Can’t find the speaker’s email?
No problem! Simply email us at orders@ultimateestateplanner.com, and we’ll be happy to assist you in connecting with the speaker.