Most retirees can expect to live well beyond age 65. Realistic financial planning assumes that our clients will live a long, healthy and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finances during retirement. Just as preretirement planning is most valuable when the right strategies are used, so too is postretirement planning.
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.
The financial professional must conscientiously listen to their client's concerns, combine these concerns with the facts of their situation and design a unique financial plan that meets their needs. This course provides the financial professional 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 course has been approved for insurance continuing education credit by the Oregon Insurance Division. This Oregon CE course is approved for 5hrs of intermediate level CE credit. No classroom attendance required.
Course Provider: OnLine Training Institute
Colorado Provider #: 8034
Course Approval #: 6000007158
|Provider Name||OnLine Training Institute|
|Course Approval #||6000007158|
|Satisfies State Requirements||Oregon|
|License Type||Life and Health|
|Course Length||5 hours|
|Enrollment Length||30 days|
|Extension Availability||Yes, a 30-day extension, for a $25.00 charge, may be requested a maximum of three times and should be requested BEFORE the course expires.|