FREE Demo The Retirement Professional's Guide to Managing Retirement Income

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FREE Demo The Retirement Professional's Guide to Managing Retirement Income

SKU: InFREFREEPGSMRI $0.00

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See a quick snapshot of the professional guide here.

For an even more in-depth no-obligation review, request a free demo by clicking the “Add to Cart” button above.

This in-depth elearning course will help you apply what you already know about retirement accumulation planning to retirement distribution planning. By using a six-step holistic approach, you'll understand key issues for providing important guidance to help clients and prospects make more informed retirement income planning decisions. New concepts and strategies specific to distribution planning are also introduced. A process is demonstrated to help you address retirement risks and income goals in a new retirement environment where clients are retiring earlier, living longer and have higher lifestyle expectations. A case study and sample planning worksheets reinforce application of the process when working with clients to create a customized plan.

Our six-step holistic approach will help you identify and manage retirement risks using a process that introduces new concepts and strategies specific to distribution planning in the current and changing economic environment where clients are retiring earlier, living longer and have higher lifestyle expectations.

The package includes an in-depth print course, instructor-led online voice recorded PowerPoint presentation, case study, and sample planning worksheets to reinforce application of the process when working with clients to create a customized plan.

This course complements the Client Workshop or stands alone for any retirement professional seeking to enhance his or her knowledge base.