AAIA Required Training
Retirement Planning Strategies
Overview
Financial professionals must be able to convey the benefits of retirement planning as well as how the financial products and services they offer can help clients achieve their goals during retirement. This course focuses on products and plans that are specifically designed to accumulate and distribute retirement funds and ensure financial security for late-life health care needs.
Summary Details
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Learning Objectives
- Concept a retirement income savings plan that specifies a targeted accumulation goal
- Demonstrate a basic understanding of Social Security and how, for most, this program continues to be the foundation for retirement income
- Differentiate among the various types of qualified plans available through an employer--their features, benefits, and limitations
- Articulate the distinctions between traditional and Roth IRAs and when (and how) they can be properly employed to accumulate retirement funds
- Demonstrate an understanding of investments and how they can be used as funding vehicles for retirement plans
- Demonstrate an understanding of the rules regarding early and required retirement plan distributions
- Outline the need to include health-care planning in a retirement plan and cite the various public and private plans available for this purpose
Designed For:
Life and health insurance producers and finance professionals
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Course Information
Adding additional credit may change exam requirements.
| Access Period: | 12 months |
| Prerequisites: | Understanding of qualified plans and financial products |
| Advanced Preparation: | None |
| Delivery Method: | Self-Study |
| PDF Download: | Not Available |
| Provider of Record: | WebCE |
| Provider Number: | N/A |
| Field of Study: | Specialized Knowledge |
| Last Reviewed: | February 2026 |
| Study Level: | Intermediate |
| Approved For: |
Exam
| Proctor: | No |
| Passing Grade: | 70 |
| Questions: | 10 |
| Retakes: | Unlimited |
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