The second of the program's three courses explores sources of retirement income in depth. After completion, you should be able to:
- Recommend the optimal age to claim Social Security benefits as appropriate for each clients situation
- Help the client evaluate the factors to consider when determining an appropriate retirement age
- Understand the role of annuities in a retirement income plan
- Have a better understanding of how executive benefits and retirement benefits for federal and military employees fit into the plan
- Understand the different ways that life insurance can be used in planning and how to address the retirement needs of the small business owner
- Understand how to build a retirement income portfolio
- Become more familiar with the latest research on strategies for ensuring that retirement assets last a lifetime