Description
Retirement is a major life event, and it is important for clients to be financially ready. There are many
factors to consider when planning for retirement, such as what to expect in retirement as far as income,
expenses, taxes, and healthcare. Annuities and life insurance may be used not only to provide family
protection, but also to potentially provide supplemental retirement income and a way to help address a
client’s tax shortfall. By getting a better understanding of a client’s overall financial and savings situation,
attendees of this course can help their clients to be more prepared for retirement.
Learning Objectives
The objective of this course is to provide the audience with strategies and ideas that may help their clients
address their retirement planning concerns and goals. The attendees of this course will learn about various
challenges that clients face in planning for retirement, and how some unique savings and planning vehicles
may help clients achieve their retirement planning goals, potentially using cash value life insurance and annuities.