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 from the availability of employer-sponsored pensions, Social Security and personal savings to protecting income from inflation, medical care, and long-term care.

The financial professional must conscientiously listen to their client's concerns, combine these concerns with the facts of their situation and design a unique financial plan that meets their needs. This course provides the financial professional with the essential knowledge to accomplish this as well as the questions to ask in assisting seniors to find the best approaches to preserving and distributing their accumulated assets. 

This course has been approved for insurance continuing education credit by the Iowa Insurance Division. This Iowa CE course is approved for 4hrs of intermediate level CE credit. No classroom attendance required. We will beat any price on Iowa CE courses

Course Provider: OnLine Training Institute
Iowa Provider #: 31540
Course Approval #: 101590

Provider Info
Provider Name OnLine Training Institute
Provider # 31540
Course Approval # 101590
Course Info
Satisfies State Requirements Iowa
License Type General
Course Length 4 hours
Enrollment Length 30 days
Extension Availability Yes, a 30-day extension, for a $49.00 charge, may be requested a maximum of three times and should be requested BEFORE the course expires.
Author/Instructor Larry Hartmann

Write a review

Note: HTML is not translated!
    Bad           Good

Iowa: 4hr CE - Post-Retirement Planning for Seniors

  • $12.00


Please enter information for a single student (email must be unique to the student

Please enter information for a single student (email must be unique to the student)


Related Products

Iowa: 3 hrs CE - Flood Insurance Concepts

Iowa: 3 hrs CE - Flood Insurance Concepts

This Continuing Education class - Intermediate level provides Insurance Agents with all the information they need to quote, write and service the most common types of flood insurance. This course has been approved for insurance continuing education credit by the Iowa Insurance Division. This Iowa CE course is approved for 3hrs of intermediate level CE credit. No classroom attendance required. We will beat any price on Iowa CE courses Course Provider: OnLine Training Institute Provider #: ..

$9.00

Iowa: 8hr CE - Health Insurance

Iowa: 8hr CE - Health Insurance

This course provides an overview of the health insurance industry and the elements of traditional health insurance.  This course includes eleven (11) areas of study: Introduction to Health Insurance Health Insurance Providers Medical Expense Insurers Disability Income Insurance Accidental Death and Dismemberment Insurance Government Health Insurance Programs Private Insurance Programs for Seniors Health Insurance Policy Provisions Health Insurance Underwriting and P..

$24.00

Iowa: 6 hr CE -Property and Casualty Insurance - Commercial Lines

Iowa: 6 hr CE -Property and Casualty Insurance - Commercial Lines

This continuing education course is related to commercial insurance. The course covers the following topics: Commercial Automobile Insurance The Commercial Property Policy The Business Owners’ Policy (BOP) Loss of Business Income Insurance Boiler and Machinery (B&M) Insurance Crime Insurance Liability Insurance Transportation Insurance Surety Bonds This course has been approved for insurance continuing education credit by the Iowa Insurance Division. This Iow..

$18.00

Iowa: 2 hr CE - Hurricanes and their Impact on Insurance

Iowa: 2 hr CE - Hurricanes and their Impact on Insurance

This course is designed as a self-paced course done entirely online at your convenience. The course will present a review of hurricane characteristics and forecasting, emphasizing policies insuring hurricane losses, coverage questions and underwriting changes since Hurricane Andrew of 1992. In addition, types of insurance policies, the impact of hurricanes on the insurance industry will be discussed.  This course has been approved for insurance continuing education credit by the Iow..

$6.00

Iowa:  9 hr CE - Life Insurance

Iowa: 9 hr CE - Life Insurance

This course offers an overview of the life insurance industry and the elements of traditional life insurance and is approved by the Iowa Insurance Division for 9 hours of CE credit.  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 Li..

$27.00

IOWA - FLOOD INSURANCE AND THE NATIONAL FLOOD INSURANCE PROGRAM (NFIP) (CE) (INSCE010a)

IOWA - FLOOD INSURANCE AND THE NATIONAL FLOOD INSURANCE PROGRAM (NFIP) (CE) (INSCE010a)

Flood insurance is a special policy financially backed by the Federal Government, with cooperation from local communities and insurance companies. The National Flood Insurance Program (NFIP) was established in 1968 by the National Flood Insurance Act to provide property owners with the opportunity to purchase insurance protection for flood losses and to encourage communities to implement and enforce measures to reduce future flood risks in special flood hazard areas.  This course ha..

$22.00

Tags: Life, Life Insurance, CE, Continuing Education, Iowa, course, online, Annuities, Retirement, Senior

PayPal Acceptance Mark