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