ABTrainingCenter.com provides CE (continuing education), professional development, and NASD and insurance licensing and designation study courses such as Series 7, CFP, CLU, and CPCU designations for brokers, agents, and financial service providers

Senior Planning

Senior Planning, or financial planning for seniors, is becoming an increasingly important job requirement for Financial Advisors and Agents. These financial professionals need be conversant in the following planning areas:

In sum, this means gaining the broad-based knowledge of the key health, social and financial factors that are important to seniors, and the dynamics of how these factors work together in seniors’ lives. Then applying this knowledge to relate to seniors - understanding why seniors make certain decisions, why seniors have particular aversions to risk, and how to communicate with seniors most effectively.

Today’s seniors are faced with many complex retirement decisions, and their relationships with their financial advisors are built squarely on trust, communication and the advisor’s level of competency on issues facing seniors.

With the proliferation of Baby Boomers nearing or enjoying retirement, this segment of the population provides an unprecedented opportunity for Advisors/Agents to grow their practice, while helping these Boomers prepare for retirement.

Let VendorPedia help you with additional Senior Planning resources!

Find Self-Study, Online, Or Classroom Courses In Your Area
Licensing
Earn your License quickly and easily!
Designations/Certifications
Improve your knowledge and industry standing!
Professional Development
Products & Services to help manage and grow your career!







Need training or resources in other areas? Try our other Training Center sites:

HR, Acct., Banking, Insurance, Fin. Svcs., Real Estate, Mortgage, HealthCare, Safety, Sales

Share on Facebook


Share on Twitter


Share on Google+

Securities Licensing
Securities Licensing

Insurance License
Insurance License

Adjuster Licensing
Adjuster Licensing

Workers′ Comp 101: The Whats, Whens, And Whys
Workers′ Comp 101: The Whats, Whens, And Whys

Qualified Financial Advisor (QFA)
Qualified Financial Advisor (QFA)

Financial Risk Manager (FRM) Certification
Financial Risk Manager (FRM) Certification

Certified Senior Advisor (CSA) Training Courses
Certified Senior Advisor (CSA) Training Courses

FMLA Training &Certification Program
FMLA Training &Certification Program

The Do′s &Don′ts Of Handling Applicants And Employees Who Have Had A Brush With The Law
The Do′s &Don′ts Of Handling Applicants And Employees Who Have Had A Brush With The Law

Critical Selling® Skills Sales Training Seminar
Critical Selling® Skills Sales Training Seminar

AIC
AIC

Associate in General Insurance (AINS)
Associate in General Insurance (AINS)

ARM
ARM

Associate in Premium Auditing (APA)
Associate in Premium Auditing (APA)

How Workers′ Compensation Works (Comprehensive 11-Module Course)
How Workers′ Compensation Works (Comprehensive 11-Module Course)

Workers′ Comp Training Seminar
Workers′ Comp Training Seminar

Google+ABTrainingCenter.com. 5755 North Point Parkway, Suite 228 | Alpharetta, GA 30022 | 770-410-9375 | support@ABTrainingCenter.com
Copyright ABTrainingCenter.com 2017 | Web Site Development by OTAU
Facebook