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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information

Title:

Retirement Income Distribution -- Available in 1 hour and 2 hour formats

Description:

This course will instruct participants on every aspect of retirement income distribution planning. It begins by examining the state of retirees today and the threats to successful realization of their desired retirement life. Government programs, tools needed by retirees and their advisors, and basic financial planning that can be adapted to retirement income distribution planning will be explored. The investment consulting process is then adapted to retirement income distribution. Risks retirees face as well as regulatory updates and fiduciary responsibilities toward retirees are discussed.

In this course, participants will learn the rules, characteristics, and contribution limits of all retirement plans available as well as distribution guidelines. An overview of basic securities, investment vehicles, and insurance products provides participants tools with which to design effective retirement income distribution strategies. Examples of such strategies in combination with a ‘walk-through’ of the retirement income distribution consulting process finishes out the course. Case studies throughout provide implementation illustrations.

 

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