Planning for Retirement Income

Overview

This course reviews the steps involved in creating a retirement plan that will provide sufficient income over a person’s lifetime.

Learning Objectives

Students who successfully complete this course will be able to:

  • describe the retirement goals common to many retirees
  • calculate approximately how much money clients will need during retirement
  • list the three most common sources of retirement income
  • determine how to allocate clients’ assets among different types of investments and the order in which they should be liquidated
  • recommend investment products and strategies for ensuring that clients receive lifetime income

Designed for

All registered representatives and principals

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