Course number - 1144 (Formerly course # C0144)
Number of CE credits - 8
Type of CE credits – General (General credit courses may be taken by any licensee).
Course rating - A (An "A" rating means the course is suitable for all levels of insurance experience).
Description
This course covers the following topics:
Retirement Plans such as IRA's (traditional and Roth) and Annuities (fixed, variable and equity-indexed);
The need to plan for retirement
Cash value Life Insurance Products such as Whole Life, Universal Life and Endowments;
Life Insurance Settlement Options;
Mutual Funds;
Social Security Retirement; and
Risk and Risk Tolerance
Producers will find the information useful in assisting prospects and clients with understanding present and future retirement needs and how to meet their goals .