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Senior Needs Planning Course Now Available at WebCE

by WebCE | Jul 22, 2009

WebCE, the leading nationwide provider of insurance continuing education (CE), is pleased to announce the immediate availability of Senior Needs Planning, which is approved for insurance CE credit nationwide.   


Senior Needs Planning provides a comprehensive study of the financial needs, goals, products, and plans for today’s senior consumers. It is written for insurance professionals and financial practitioners to teach them how they can help their senior clients and senior prospects prepare and plan for a financially secure and rewarding retirement, supported by appropriate and suitable financial products. The course presents and explains the various facets of a sound retirement plan: needs and income analyses, personal savings, qualified savings, Social Security and Medicare, life insurance, long-term care insurance, annuities, estate planning, and wealth transfer techniques, and final needs planning. It explains how these components can and should fit together to create a comfortable and secure retirement.


Senior Needs Planning covers the following topics:

  • The New Retiree
  • The Retirement Income Planning Process
  • Retirement Plan Distributions
  • Understanding Social Security Retirement Benefits
  • Using Life Insurance in Retirement
  • Using Annuities in Retirement
  • Meeting Seniors’ Healthcare Needs
  • Estate Planning and Wealth Transitioning
  • Final Needs Planning
  • Ethics and Suitability in the Senior Market