Seniors: Ethics and Needs Planning

Overview

This course will discuss the knowledge and skills required to serve senior clients ethically and effectively. It will cover critical aspects of ethics, retirement income planning, the use of annuities, and estate planning.

Find this course for your license

License or Certification

Regulator

Learning Objectives

Understand and apply ethical principles in the senior market.
Develop tailored retirement income plans.
Utilize annuities effectively in retirement planning.
Implement estate planning strategies to ensure clients' wishes are honored and taxes are minimized.

Designed For:

Investment Adviser Representatives

Course Information

Adding additional credit may change exam requirements.

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