Upon completion of this course, the student will be able to:
- Understand the steps in creating an effective retirement income plan
- Identify retirement income needs, objectives, and goals by evaluating the clients current situation
- Determine how to choose the appropriate retirement income strategy for your clients
- Evaluate income tax, estate issues, retirement risks, and other threats to an effective retirement income plan
- Integrate risk management tools, products, and strategies to create an effective retirement income plan