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 by the Florida Department of Financial Services for insurance continuing education credit. No classroom attendance required. This FL Intermediate CE course is approved for 5hrs of CE credit for all licenses (except 3-20).

Course Provider: OnLine Training Institute
Florida Provider #: 366468
FLDFS Course Approval #: 99484

Write a review

Note: HTML is not translated!
    Bad           Good
Captcha

Florida - Post-Retirement Planning for Seniors (INSCE031)

  • $29.00


Related Products

Florida - SENIOR SUITABILITY - ANNUITY AND LIFE INSURANCE TRANSACTIONS FOR SENIORS(CE) (INSCE017FL3)

Florida - SENIOR SUITABILITY - ANNUITY AND LIFE INSURANCE TRANSACTIONS FOR SENIORS(CE) (INSCE017FL3)

Course topics include:  Florida Statute 627.4554 Purpose, Definitions Products Ethical Considerations Duties of Insurer and Insurance Agent Education Requirements Bookkeeping Penalties Four case studies are also included The Florida Legislature passed a law addressin..

$34.00

Florida - HEALTH INSURANCE CE (INSCE027FL8)

Florida - HEALTH INSURANCE CE (INSCE027FL8)

This course offers an overview of the health insurance industry and the elements of traditional health insurance.  This course includes these areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Acciden..

$35.00

Florida - LIFE INSURANCE CE (INSCE028FL15)

Florida - LIFE INSURANCE CE (INSCE028FL15)

This course offers an overview of the life insurance industry and the elements of traditional life insurance.  Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds L..

$39.00

Florida - Health Insurance Policies and Provisions (INSCE034FL7)

Florida - Health Insurance Policies and Provisions (INSCE034FL7)

This course is designed as a continuing education course especially beneficial for 2-15 and 2-40 licensed agents, but may be taken by all agents and adjusters (other than 3-20 public adjusters). Unit 1 covers most Health Insurance Types of Policies and Unit 2 covers associated Policy Provisions. Thi..

$29.00

Tags: Life, Life Insurance, CE, Continuing Education, Florida, course, online, Annuities, Retirement, Senior