During our working years, pre-retirement planning is essential. But, after working for about 40 years, another chapter begins. Estimates show that the number of retirees over age 65 will increase and that an average retirement can be expected to last an average of 15 to 20 years. Retirees must alloc..
Most retirees can expect to live well beyond age 65. Realistic financial planning assumes that our clients will live a long, healthy and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finance..
Course topics include:
Florida Statute 627.4554
Purpose, Definitions
Products
Ethical Considerations
Duties of Insurer and Insurance Agent
Education Requirements
Bookkeeping
Penalties
Four case studies are also included
The Florida Legislature passed a law addressin..
Topics include:
Florida Statute 627.4554
Purpose, Definitions
Products
Ethical Considerations
Duties of Insurer and Insurance Agent
Education Requirements
Bookkeeping and Penalties
Four case studies are also included
This course on "Suitability of Annuity and Li..
