Principles of Retirement Planning Author:Dearborn; Kaplan Financial Planning This course will familiarize agents with the retirement planning market and the retirement planning process by covering three main areas: analyzing and identifying retirement income needs (and how to address those needs); health care and health insurance options; and estate and distribution planning. — Topics include: needs analysis, Social Secur... more »ity, life insurance and annuities, investment products, qualified plans and IRAs, plans for small business owners, long-term care and wealth distribution.
Due to the recent passage of the Economic Growth and Tax Relief Reconciliation Act of 2001 many Dearborn courses have been affected. A Quick Reference Guide on the Tax Act has been created to explain the impact the Act has on these courses. A Quick Reference Guide will be included with the purchase of this course.« less