Retirement Plans


Retirement plans are an important benefit for attracting and retaining talent. Employers rely on their insurance agents and brokers to be the experts in guiding them to make the best choices. The Retirement Plans series provides a foundation to understanding the options and coverage available. 
Purchasing this WebCE EXCEED series on Retirement Plans gives you one year access to 15 episodes. The interactive episodes will guide you through the types of retirement plans available, and assist you with identifying the best options for your clients.

Learning Objectives

  • identify types of retirement plans and which plans best meet their clients' needs
  • identify and explain key terms and concepts related to retirement plans
  • apply the concepts described within the content to everyday client interactions 

Designed For

Insurance professionals in all stages of their career

Find this course for your license:

License or Certification