RETURN TO COURSE

Course Objective

Course Objective

This course will discuss some of the options people should consider as they prepare for retirement. This course is designed to provide the student with an overview of annuities, pension, estate planning and how they can be used in retirement planning. The course also reviews needs analysis as applied to retirement planning. The student will gain a strong understating of retirement planning using several of the major investment tools. The Center allows you up to six months to complete this course.

Course Outline

Title

Unit 1: Annuities Introduction

Unit 2 - Annuities - Types, Contract Conditions

Unit 3 - Annuities - Annuity Options

Unit 4 - Annuities - Investor Considerations II, Variable Annuities

Unit 5 - Annuities - Variable Annuities II

Unit 6 - Annuities - Variable Annuities III

Unit 7 - Annuities - Variable Annuities IV

Unit 8 - Annuities - Variable Annuities V

Unit 9 - Annuities - Advantages

Unit 10 - Annuities - Disadvantages

Unit 11 - Annuities - Mutual Funds vs Annuities, Taxation

Unit 12 - Annuities - Taxation II, Group

Unit 13 - Annuities - TSAs, Group Annuities II

Unit 14 - Annuities - Equity-Indexed

Unit 15 - Annuities - Equity-Indexed II

Unit 16 - Annuities - Tax-Deferred Qualified

Unit 17 - Annuities - Terms to Remember

Unit 18 - Pension Planning - Intro, Pension Plans

Unit 19 - Pension Planning - Pension Plans II, Qualified

Unit 20 - Pension Planning -Setting up a Pension Plan

Unit 21 - Pension Planning -Tax Benefits II

Unit 22 - Pension Planning -ERISA, IRAs, SEPs, Annuities

Unit 23 - Estate Planning - Intro

Unit 24 - Estate Planning - Process

Unit 25 - Estate Planning - Process II

Unit 26 - Estate Planning - Process III

Unit 27 - Estate Planning - Process IV

Unit 28 - Needs Analysis - Intro

Unit 29 - Needs Analysis II

Unit 30 - Needs Analysis III

Unit 31 - Needs Analysis IV

Unit 32 - Needs Analysis V

Unit 33 - Needs Analysis - Fact Finding

Unit 34 - Needs Analysis - Fact Finding II

Unit 35 - Long Term Care

Unit 36 - LTC - Policy Provisions

Unit 37 - LTC - Regulations

Unit 38 - Ethics - Intro

Unit 39 - Ethics - Fiduciary, Risk Mgmt

Unit 40 - Ethics - Duties, Code of Ethics