Post-retirement planning considers everything from the availability of employer-sponsored pensions, Social Security and personal savings to protecting income from inflation, medical care, and long-term care.
Most retirees expect to live well beyond age 65. Realistic financial planners assume that our clients will live a long, healthy and active life. Saving for retirement, however important is not the topic of this course. This course discusses ways the financial professional can help seniors successfully manage their finances during retirement. Postretirement planning requires the use of strategy.
As a financial professional, you must conscientiously listen to your client's concerns, and then combine these concerns with the facts of their situation to design a unique financial plan to meet their needs.
This course provides you with the essential knowledge to accomplish this as well as the questions to ask in assisting seniors to find the best approaches to preserving and distributing their accumulated assets.
This Colorado CE course is approved for 4hrs of intermediate level insurance continuing education credit by the Colorado Division of Insurance.
No classroom attendance required. The course can be completed completely online.
Official Title: Post-Retirement Planning for Seniors
Course Provider: OnLine Training Institute
Colorado Provider #: 50229
Course Approval #: 58134
|Provider Name||OnLine Training Institute|
|Course Approval #||58134|
|Satisfies State Requirements||Colorado|
|License Type||Life, Accident and Health|
|Course Length||4 hours|
|Enrollment Length||30 days|
|Extension Availability||Yes, a 30-day extension, for a $49.00 charge, may be requested a maximum of three times and should be requested BEFORE the course expires.|