5 hr CE Post-Retirement Planning for Seniors

Post-Retirement Planning for Seniors (INSCE031FL5)

Description
Specifications

Course Overview
This 5-hour intermediate CE course focuses on helping financial professionals support seniors in managing their finances during retirement, rather than on pre-retirement saving. It starts from the assumption that clients may live long, healthy, and active lives and addresses how to sustain income and security throughout those years.

What You Will Learn
The course examines post-retirement planning issues such as employer-sponsored pensions, Social Security, personal savings, inflation protection, medical expenses, and long-term care needs. It emphasizes listening carefully to each client’s concerns and combining those concerns with the facts of their situation to design a customized plan for preserving and distributing accumulated assets, and provides key questions and strategies to guide those conversations.

Course Format & Benefits
This Florida intermediate CE course is approved by the Florida Department of Financial Services for 5 hours of insurance continuing education credit for all licenses (except 3-20). It is delivered completely online with no classroom attendance required, giving Florida licensees a flexible way to meet CE requirements while strengthening their expertise in post-retirement planning for senior clients.

Official Course Information
Course Provider: OnLine Training Inc.
Florida Provider #: 366468
FLDFS Course Approval #: 99484

Provider Info
Provider Name	OnLine Training, Inc.
Provider #	366468
Course Approval #	99484
Course Info
Satisfies State Requirements	Florida
License Type	All Licenses (except 3-20 Public Adjusters) as a General Elective course
Course Length	5 hours
Enrollment Length	2 months
Extension Availability	Yes, paid
Author/Instructor	Larry Hartmann
Course Availability	Nationwide

5 hr CE Post-Retirement Planning for Seniors

0 reviews - Write a review

$35.00

Stock: In Stock
Model: INSCE031FL5
Days: 60

Step 1: Enter Enrollment Information
(for each student)

Student First Name

Student Last Name

Student Email (must be unique to 1 student)

Student Phone #

Student License # (for Certificate)

Discounted Optional add-ons

4 hr Law & Ethics Update 2-14 | 2-15 | 2-40 (+$24.00)

4 hr Law & Ethics Update 2-20 | 20-44 (+$24.00)

4 hr Law & Ethics Update 6-20 (+$24.00)

Qty

Enroll

Question

Add to Wish List Compare this Product

Tags: Florida Post-Retirement Insurance CE , Seniors Insurance CE online , online CE course , insurance continuing ed online , post retiremen planning ce online , seniors cont education florida , online ce courses FL , online ce training , Insurance Continuing Education online , Florida Insurance Continuing Ed. , Insurance ce online in florida