Archive for Overview Level Courses
Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects Buy now for $29 Overall Rating: 4.3 / 5 Social Security: Uncovering Opportunities to Bring Value to Your Clients and Prospects – Heather Schreiber Social Security is a very real part of the retirement income for the majority of Americans. As financial professionals, […]
Read more →Understanding Communication Styles for More Effective Client Relations Buy now for $29 Overall Rating: 4.6 / 5 Understanding Communication Styles for More Effective Client Relations –Joseph Tabers Good communication is the cornerstone to good client relations. There are a variety of communication styles, and understanding the differences can go a long way toward conveying important […]
Read more →Effective One-to-One Communication for Advisors and Retirement Counselors Buy now for $29 Overall Rating: 4.6 / 5 View a short clip of this presentation on YouTube. Effective One-to-One Communication for Advisors and Retirement Counselors – Joseph Tabers One of the challenges for retirement professionals who meet face-to-face or over-the-phone with clients is limited or compressed […]
Read more →Protecting Your Clients From Financial Abuse Buy now for $29 Overall Rating: 4.8 / 5 Protecting Your Clients From Financial Abuse – Bob Mauterstock Elder financial abuse is a growing problem creating annual losses to families estimated to exceed $2.9 Billion per year. As retiring boomers become part of this population the problem is expected […]
Read more →Advance Care Planning: A Critical Component for Building Client Relationships Buy now for $29 Overall Rating: 4.7 / 5 Advance Care Planning: A Critical Component for Building Client Relationships – Paul Malley Each day, 10,000 people turn 65. As the population ages, there are more life transitions to assist in helping clients navigate complex health […]
Read more →Medicare 101 – The As, Bs, Cs, and Ds of Medicare Buy now for $29 Overall Rating: 4.3 / 5 Medicare 101 – The As, Bs, Cs, and Ds of Medicare – Erin Fisher Whether a person is turning 65, working, not working or retiring after age 65, the maze of Medicare is a mixture […]
Read more →Off With Your (Rule of) Thumbs! Buy now for $29 Overall Rating: 4.3 / 5 View a short clip of this presentation on YouTube. Off With Your (Rule of) Thumbs! – Michael Falk Michael Falk, CFA, CRC® challenges us to rethink several well-accepted schools of thought used today by many professionals for retirement planning, “immunize […]
Read more →21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement Buy now for $29 Overall Rating: 4.6 / 5 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement - Heather Holmes Health care is the single biggest expense during retirement, and costs can vary considerably. It’s also one […]
Read more →Retirement Planning Beyond the Dollars and Cents Buy now for $29 Overall Rating: 4.7 / 5 Retirement Planning Beyond the Dollars and Cents – Robert Laura, CPRC Now more than ever, advisors must realize that there is much more to retirement than just the dollars and cents. Fact is, people are failing at retirement at […]
Read more →08/23/2021 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities Rebroadcast Buy now for $29 Overall Rating: 4.4 / 5 The Couple’s Retirement Puzzle: Helping Couples Navigate Their Retirement Transition: Challenges and Opportunities – Dorian Mintzer In the 21st Century, the landscape of retirement is changing. People are living longer and […]
Read more →09/10/2021 The Value of Safe Home Care Rebroadcast Buy now for $29 Overall Rating: 4.7 / 5 The Value of Safe Home Care – Phil Bongiorno The number of families utilizing home care services continues to grow in the United States. A greater number of family caregivers who are caring for a loved one with […]
Read more →09/21/2021 Managing Retirement Income: What Your Clients Need to Know Rebroadcast Buy now for $29 Overall Rating: 4.8 / 5 Managing Retirement Income: What Your Clients Need to Know – Kevin Seibert Many of your clients are part of the 78 million baby boomers approaching or already in retirement. What do you need to help […]
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