Advisors
There is no one way to create an income plan for clients that will manage all the risks they have during their retirement years. How can you know everything you need to be aware of to help your clients prepare for their retirement with confidence?
Stage Two is where you can learn a retirement income process that will help you help your clients address potential retirement income gaps and create practical and suitable solutions. The training you receive here will allow you to apply what you already know about retirement accumulation planning to the retirement decumulation phase of retirement planning.
Our Signature Series flagship program, "Strategies for Managing Retirement Income Guide for Professionals," is a must for any retirement professional who wants to focus on the retirement income opportunity. The "Strategies" bundle is a superb value by combining multiple formats so you can learn the material in the comprehensive "The Retirement Professional's Guide to Managing Retirement Income" 300 page book and reinforce application of the process through the online elearning course, case study, and sample planning worksheets - all for one low price!
Want to learn on the go? Purchase the audio-only versions of the online course in MP3 and CD formats, and increase your professional knowledge while driving or exercising. You can also purchase the elearning course by itself. Whichever you choose, don't delay, begin fortifying your expertise today!
See an excerpt of the 300-page print book "The Professional's Guide to Managing Retirement Income".
To learn more about this self-study course and other retirement income planning educational opportunities that may also allow you to earn CE credit for state insurance and CFP® requirements contact Kevin Seibert at (847) 382-9032. Click on icons below for detailed product descriptions.