This course reviews the steps involved in creating a retirement plan that will provide sufficient income over a person’s lifetime.
Upon completion of this course, students 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
All registered representatives and principals