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.

The purchase of this WebCE EXCEED series on Retirement Plans will give you a one year access to 15 episodes. The episodes will guide you through the types of retirement plans available, and assist you with identifying the best options for your clients. The interactive videos will help you recall information, as well as challenge you to apply what you know with application based knowledge checks. 

Learning Objectives

Students who successfully complete this series will be able to:

  • 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

This series focuses on the application of the basic principles and concepts of group health insurance coverage. It is designed for insurance producers of all career stages. 

Find this course for your license:

License or Certification