| Provincial Life Credits: | 4 credits (BC, AB, SK, MB, ON) |
| Provincial A&S Credits: | 3 credits (AB, SK, MB, ON) |
| CFP® Certificants: | 5 credits (Financial Planning) |
| Institute Members: | 5 credits |
| MFD Credits: | 5 credits (Professional Development) |
Life insurance is frequently marketed for its use as income replacement during working years in the event of premature death. Does that mean it is obsolete at retirement when income stops? The answer is, no. There are many good reasons for life and health insurance post-retirement.
Learn the factors that enter into the assessment of need, the types of life and health insurance that should be in place, and how to make insurance a winning proposition in later life.
This course reinforces the uses for insurance for older adults. This includes retirees and those who are contemplating retirement. Both groups need the advantage of insuring now. Help them meet their needs with the understanding you gain from this course.
- Reinforce your understanding of the insurance needs of retired clients, such as for pension replacement and estate planning;
- Help your clients see that insurance is not obsolete at retirement;
- Reinforce the needs with your clients for insurance after working stops.
$59.95
$59.95