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Insurance Continuing Education - Online
Insurance Continuing Education - Seminar
Insurance Continuing Education - Classroom
Insurance Continuing Education - Textbook
Live (classroom) Insurance Continuing Education, CFP Continuing Education, CLU/ChFC, CIMA, CPA and MCLE Continuing Education approved for presentation by executive and wholesaling teams and individuals

Course Information


Bridging the Retirement Savings Gap


How to fill in the gap between what your clients have and what they need, using annuities and qualified plans, including the Roth IRA. The focus of this workshop is to understand how to position retirement funds such as annuities and life insurance in retirement plans. These particular products have advantages beyond the rate of investment return. The differences in defined benefit and defined contribution plans as well as new tax law changes are covered. This course covers areas such as the multiplication factor of a life insurance death benefit as it impacts the overall estate of the retiree and the way that money is paid out in retirement are examined.  

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