CE > Nevada > Life / Health

Retirement Planning Strategies

Overview

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 goals during retirement. This 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. 

Summary Details

Hours

12.0





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Learning Objectives

  • Concept a retirement income savings plan that specifies a targeted accumulation goal
  • Demonstrate a basic understanding 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 rules regarding early and required retirement plan distributions
  • 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 and health insurance producers and finance professionals


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Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: Understanding of qualified plans and financial products
Advanced Preparation: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Provider Number: 18556
Field of Study: Specialized Knowledge
Last Reviewed: January 2025
Study Level: Intermediate
Approved For: Life / Health

Exam

Proctor: Yes
Passing Grade: 70
Questions: 65



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