Retirement Planning

Course Description

This course examines the fundamentals of the retirement planning process. It outlines how to develop a sound retirement plan as well as the risk factors to avoid. The course also provides a comprehensive list of financial and insurance products that help retirees meet their objectives and supplement their retirement income.

Learning Objectives

Upon completion of this course, you will be able to:

• Apply the five step retirement planning process
• Identify risk factors in retirement planning
• Explain the various parts of Medicare, what it covers and does not cover
• Understand the importance of using life insurance and annuities as a source of retirement income
• Outline strategies to maximize social security benefits
• Describe the importance of planning for rising health care costs in retirement
• Summarize the various types of long-term care insurance and their levels of care

IWI Credit
Credit Hours:	10/0/1
Credit Type:	Wealth Management
Provider:	Broker Educational Sales & Training, Inc.
Provider #:	114861
Study Level:	Intermediate
Exam Details
Monitored:	None
Questions:	100
Passing Score:	70%
Retakes:	Unlimited