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Retirement plans and retirement plan guarantees continue to evolve. This course explains the changing retirement landscape and what insurance advisors might see with retirement plans in the future. We ...

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— Investing in insurance security products (i.e., mutual funds, ETFs, annuities, etc.) can be challenging to consumers with little or no technical training in these areas. It is up to the insurance pr ...

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With higher divorce rates and the increased likelihood of disability or death, clients face challenging financial and emotional hurdles in retirement and retirement planning. For many, the risks of se ...

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This course, Annuities – More Than Just Income, is designed to educate insurance professionals in regard to the many aspects and uses of annuities to fulfill client goals

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This course, Retirement Income Distribution Planning, is designed to educate the agents in regard to the overall benefits of proper retirement planning for consumers. The knowledge contained within th ...

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Many believe the use of all lucrative Social Security Claiming Strategies was eliminated as of May 1, 2016. They are mistaken! There are millions of individuals who do not know that they are qualified ...

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This course will show the generations that planning for our own incapacity or death is one of the most important things that we can do for family and friends.

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Highly Active Strategies typically complement passive investments in a portfolio. This course will help learn and evaluate portfolio weights in depth.

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Identity Theft is an unfortunate byproduct of the information age. This course describes the various forms of identity theft and how to assess and minimize risk.

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After completing this course, participants will understand exactly what long-term care is and why addressing it is so important. They will also understand the need for long-term care insurance and the ...

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This course will help you to become knowlgeable in the many strategies involved in savvy retirement planning. It also explains the benefits that are available.

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This course will explain Annuities and how to classify them. It also will explain contract provisions and the impact of suitability. Also the taxation of qualified and non-qualified annuites.

Description:

This is a one hour (50 minutes of contact time) classroom course. To educate licensed insurance agents regarding the current and modern trends affecting consumers, their clients, both senior and young ...