Managing the Social Security Maze Which would you prefer: $1,141 or $2,757 per month from Social Security? Which would you prefer: $314,916 or $496,260 from Social Security by the time you reach 85? You've worked hard all of your life. We want you to get the most out of your Social Security retirement. This course can help you with those decisions. This course teaches you what you need to know to make decisions about Social Security that will affect your bottom line (SS payments) by..
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 allocate available assets and income to meet their retirement necessities. This is when post-retirement planning begins. This course is not about saving for retirement. It’s giving you direction in handlin..
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 finances during retirement. Just as preretirement planning is most valuable when the right strategies are used, so too is postretirement planning. Post-retirement planning considers everything f..
This course offers an overview of the life insurance industry and the elements of traditional life insurance. Topics covered include: Life Insurance Policies Life Insurance Policy Provisions and Options/Riders Life Insurance Beneficiaries Life Insurance Premiums and Proceeds Life Insurance Underwriting and Policy Issue Group Life Insurance Annuities Social Security Retirement Plans Uses of Life Insurance This course has been approved by the Florida Departmen..
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Personal and Professional Development