Experienced by over 15,000 advisors since 2004, our flagship program teaches a six-step holistic approach for retirement distribution planning. Purchase the 4 hour licensing option for in-house course delivery.
What customers say: "Financial planning for decumulation requires that you address different issues than financial planning for asset accumulation. This course provides the information advisors need to address the difference."
Approved for 4 InFRE® CRC® CE credits. CFP® and state insurance CE credit pending. Contact
Kevin Seibert for more information.
Take a look inside: 
Watch this excerpt as Kevin Seibert delivers Step 2 Identify and Manage Risks
Does your organization need more retirement income planning knowledge to help your clients make informed decisions? Purchase the Strategies for Managing Retirement Income (4 hour) Workshop License to deliver the course that teaches your financial professionals a whole different way to think about retirement income planning.
What are the benefits to your organization of having a license to hold the 4 Hour Strategies for Managing Retirement Income Live Workshop?
The creation of a retirement income plan requires advisory services to find retirement income solutions that combine products and services that work in tandem. Organizations with trained advisors who possess retirement income and risk management knowledge and skills will be best positioned to capture and retain the assets of soon-to-be retirees. In addition, cohesive organizational use of a six-step process to retirement income and risk management planning will result in more suitable recommendations and increase cross-selling and cooperation among different business channels to meet the needs of a wide range of customers.
Designed to help advisors apply what they already know about retirement accumulation planning to retirement distribution planning, new concepts and strategies relevant to distribution planning are introduced. Advisors learn a six-step process that addresses risks and income goals that retirement professionals must manage in a new retirement environment where clients are retiring earlier, living longer and have higher lifestyle expectations. A case study reinforces application of the process when working with clients to create a customized plan.
Here's what you'll learn:- A six-step process for creating a retirement income plan, complete with a sample worksheets
- How to assess a client’s particular income needs and preferences
- The four greatest risks retirees face and how to manage them
- How to identify and manage a client’s total retirement assets
- Why traditional income calculations and assumptions are inadequate
- When and how to liquidate assets
- Tax and income distribution issues advisors should know about
- How to create secure income that lasts a lifetime
- How to tailor an income management plan to individual clients
See what others who have used this product are saying: 
Click on Testimonials icon to the left to read more of what others who have taken this course have said.
- “Great course! I liked the planning worksheet, terminology (income allocation), and options to discuss with our clients.”
- “Excellent workshop – very informative; hands-on approach is very valuable.”
- “I wish all financial analysts considered all six steps on managing retirement income. Awesome tool for administrators and plan sponsors to let participants know DC investments can be put in more risky investments since DB and SS are fixed, safer investments.”
7,596 Americans are retiring every day. Purchase the license today to hold this course when and where it's most convenient for you, and fortify the retirement income managment expertise of your financial professionals!
Course license requires annual renewal (30% of initial license).
Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you find that you need to return this merchandise please see our refund policy.
4-hour live course delivery
