Retirement Planning Strategies _OH


The course focuses on products and plans that are specifically designed to accumulate and distribute retirement funds and ensure financial security for late-life health care needs.  Licensed financial professionals must be able to convey the benefits of retirement planning as well as how the financial products and services they offer can help clients achieve their income goals during retirement.

This course covers the many plans that are available for accumulating retirement savings, and the types of investment products that can be used to fund a qualified retirement plan. Also addressed is the complex topic of retirement plan distributions and the many rules and regulations that surround this issue. Finally, the course addresses the subject of health care for the retiree, and the available plans that cover this need, including Medicare, Medicare supplement policies and long-term care insurance policies.

Learning Objectives

Upon completion of this course, students will be able to:

  • concept a retirement income savings plan that specifies a targeted accumulation goal
  • demonstrate an understanding of the basics of Social Security and how, for most, this program continues to be the foundation for retirement income
  • differentiate among the various types of qualified plans available through an employer-their features, benefits, and limitations
  • articulate the distinctions between traditional and Roth IRAs and when (and how) they can be properly employed to accumulate retirement funds
  • demonstrate an understanding of investments and how they can be used as funding vehicles for retirement plans
  • demonstrate an understanding of the fundamental rules regarding early and required retirement plan distributions (and the associated penalties for noncompliance)
  • outline the need to include health-care planning in a retirement plan and cite the various public and private plans available for this purpose

Designed For

Life insurance producers, financial advisors and planners, and CPAs


There is no formal prerequisite for this course; however, an understanding of qualified plans and financial products would be beneficial.
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