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InFRE's 2015 4th Qtr Issue of Retirement Insight and Trends

1 hr CFP®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE -- The 4th Qtr 2015 free quarterly newsletter has articles by leading retirement experts Bischoff, Macqueen, and Sullivan.
Continuing Education Credits:    
Approved for 1 hr CFP®, CRC®, ASPPA, CLU®, ChFC®, RICP®, CASL and other CE credit. After passing exam, reporting to InFRE for CRC® CE credit is free; reporting for CFP® credit is $15 per course. If you select to report for credit, be sure to add your CRC® and/or CFP® ID at checkout. You are responsible for reporting your CE hours for ASPPA, CLU®, ChFC®, RICP®, CASL and other CE recertification.
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Earn 1 hour of Continuing Education credit with this free quarterly newsletter consisting of 5-7 articles.

Articles in this issue include:
  • InFRE in the News
  • The Silver Tsunami and Long-Term Care
  • Pensionizing Your (Client’s) Nest Eggs: What, How and Why?
  • Finding the Gold in Gray: Keys to Serving Boomers and Older Clients
  • State Savings Programs for Non-Government Employees
In this retirement-specific newsletter, planners will learn about:
  1. What are the known and unknown costs of long-term care?
  2. How are health changes equal opportunity offenders?
  3. What are the common healthcare risks related to aging?
  4. What are the options for addressing long-term care risks?
  5. Why do we need to consider “pensionizing” a portion of our savings?
  6. What are these new retirement risks? How does “pensionizing” provide protection from retirement risks?
  7. Case studies for pensionizing a nest egg, and the implied longevity yield.
  8. What are defining generational characteristics?
  9. What happens to our five senses with age?
  10. What are the changes in emotional language and information processing as we age?
  11. How to deal with people of age.
  12. Advisors interested in serving the middle market need to be aware of new guidance published by the Department of Labor to support the efforts of a growing number of states trying to promote broader access to workplace retirement saving opportunities for America’s middle class workers.
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Specifications: InFRE® quarterly newsletter
SKU: 03InFREDec2015Issue15