Managing the Social Security Maze Which would you prefer: $1,141 or $2,757 per month from Social Security? Which would you prefer: $314,916 or $496,260 from Social Security by the time you reach 85? You've worked hard all of your life. We want you to get the most out of your Social Security..
During our working years, pre-retirement planning is essential. But, after working for about 40 years, another chapter begins. Estimates show that the number of retirees over age 65 will increase and that an average retirement can be expected to last an average of 15 to 20 years. Retirees must alloc..
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 finance..
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..
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Personal and Professional Development