American Investment Training's Retirement Planning CE Credits
The purpose of this course is to provide a thorough orientation to the concept of retirement planning and how the licensed producer – through the products and services he or she offers – can help consumers plan for this vital stage of their lives. 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. The course covers the basics of developing a retirement funding plan, the many plans that are available for accumulating retirement savings, and the types of investment products that can be used to fund a 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.
The course covers the following topics:
The New Retiree
Basics of Retirement Planning
Social Security
Qualified Employer Plans
401(k) Plans
Retirement Plans for Small Businesses and the Self-Employed
Individual Retirement Accounts
Annuities
Retirement Plan Distributions
Health Care for the Retiree
State Insurance CE Courses
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