Senior Needs Planning

Overview

Today’s retirees face more uncertainty and fewer traditional pension plans, making retirement planning crucial. Rising healthcare costs, including long-term care, threaten financial security. This course helps insurance professionals and financial practitioners assist senior clients in planning for a secure retirement with suitable financial products, covering income planning, healthcare, estate distribution, and final needs.

Find this course for your license

License or Certification

Regulator

Objectives

Describe the characteristics of today's retirees and their retirement income planning goals
Explain the required minimum distribution rules that apply to qualified plans and individual retirement accounts
Explain the benefits and limitations of Social Security
Demonstrate an understanding of how life insurance and annuities can provide supplemental income and lifetime benefits
Demonstrate an understanding of the importance of Medicare, Medicaid, Medicare supplement insurance, and long-term care insurance
Demonstrate an understanding of financial practitioners' ethical duties when working with senior clients

Designed For:

Life and health insurance producers and finance professionals working with senior clients

Course Information

Adding additional credit may change exam requirements.

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