Retirement Planning
FL117400 - 6 Hours
This continuing education class for insurance agents reviews the sources of income, benefits and investments that should be considered in a retirement plan.






A secure, comfortable retirement is every worker’s dream and now because we’re living longer, healthier lives we can expect to spend more time in retirement than our parents and grandparents. For many Americans, retiring in this new century is a mystery. Today’s retirees are having to deal with unprecedented challenges. The new retirement plan is not merely a time to stop working; it’s a transition from a life of work to a life of many choices. This continuing education course examines the various sources of income, investments, and benefits that retirees can rely on in their Golden Years.

Class highlights include:

  • Understanding Social Security Retirement Benefits and Timing

  • The Patient Protection and Affordable Care Act (PPACA)

  • Medicare Coverages

  • Risk Factors

  • Investment Options for Retirement

  • How Much Money Will I Need?

  • Life Insurance Options

  • Tax Deferrals and Issues

  • Approved for 6 Hours of Elective Continuing Education