During our working years, pre-retirement planning is essential. But, after working for about 40 years, another chapter begins. Estimates show that the number of retirees over age 65 will increase and that an average retirement can be expected to last an average of 15 to 20 years. Retirees must allocate available assets and income to meet their retirement necessities. This is when post-retirement planning begins. This course is not about saving for retirement. It’s giving you direction in handlin..
Most retirees can expect to live well beyond age 65. Realistic financial planning assumes that our clients will live a long, healthy and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finances during retirement. Just as preretirement planning is most valuable when the right strategies are used, so too is postretirement planning.
Post-retirement planning considers everything f..
Course topics include:
Florida Statute 627.4554
Purpose, Definitions
Products
Ethical Considerations
Duties of Insurer and Insurance Agent
Education Requirements
Bookkeeping
Penalties
Four case studies are also included
The Florida Legislature passed a law addressing the issue of annuity fraud and strengthening penalties against Agents who use predatory sales practices. Since its passage, the statute has been revised and updated several times. The purpose of thi..
Topics include:
Florida Statute 627.4554
Purpose, Definitions
Products
Ethical Considerations
Duties of Insurer and Insurance Agent
Education Requirements
Bookkeeping and Penalties
Four case studies are also included
This course on "Suitability of Annuity and Life Transactions for Seniors" is a completely self-contained study which is to be completed entirely online. The Florida Legislature passed a law addressing the issue of annuity fraud and str..
