Description
This course provides a basic overview of retirement planning concepts. It discusses reasons for retirement planning, the roll of investing in retirement planning and suitability issues, different types of retirement plans, and insurance needs in retirement, including life insurance, health insurance, and long-term care insurance.
Learning Objectives
Upon completion of this course, you should have an understanding of the following: Why retirement planning is necessary; The role of investing in retirement planning and suitability issues; Different types of retirement plans; Individual Retirement Accounts (IRAs); Social Security Benefits; How to protect your family; and Proper estate planning.