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HS 352: Financial Decisions for Retirement

Resource Material: ID# 1000971
About This Course:
This course introduces you to the concepts of planning for the senior segment in today's financial marketplace.

This concise and focused study guide covers:

  • Executive summaries of the text
    • Introduction to Retirement Planning
    • Social Security
    • Qualified Retirement Plans
    • Sources of Retirement Income: Nonqualified Plans and IRAs
    • Determining Retirement Needs
    • Retirement Investment Strategies During The Accumulation Period
    • Retirement Investment Strategies During The Distribution Period
    • Annuities - Introduction, Deferred Annuities, Indexed Annuities
    • Immediate Annuities
    • Tax Treatment of Retirement Plan Distributions
    • Pension Distributions - Distribution Rules and Options
    • Housing Issues in Retirement
    • Health Insurance Planning for Older Clients
    • Estate Planning for Seniors
  • You will also receive a Bonus Book containing:
    • Definitions of Key Words and other relevant definitions
    • Sample Diagnostic Exam
    • Answers to Sample Exam (with explanations!)

Our materials summarize and outline the fundamental concepts of the program, and provide you with to-the-point, time-saving executive summaries to maximize your learning, retention, and pass rates.

In fact, surveys from our customers demonstrate the exceptional value of our program. Specifically, candidates report that:

  • Our Course Guides covered virtually everything on their exams
  • They spent significantly less time preparing for their exams
  • They attained much higher pass rates - 100% - compared to other preparation methods!

Testimonials

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Note: This course an elective for the ChFC Program and required for the CASL Program. It may be taken independently for professional development or in conjunction with other courses to earn the ChFC or CASL designations. Click on either of these hyperlinked items for a full description of that designation.
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HS 352: Financial Decisions for Retirement
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