| Provincial Life Credits: | 9 credits (BC, AB, MB, ON) (8 credits SK) |
| CFP® Certificants: | 9 credits (Financial Planning) |
Every person who is saving for retirement wants to know how much to save and whether it will be enough to live on. This course gives you in-depth information you need to answer these questions and includes details on essentials such as income sources and tax.
You will learn sales opportunities for insurance products including annuities and life policies.
This is comprehensive information for the advisor who is serious about retirement income planning and strategies.
- Discover how to conduct a comprehensive review of the client’s financial circumstance to assess whether retirement savings can support retirement;
- Learn sales opportunities for life policies and annuities;
- Benefit from an in-depth approach to one of the greatest financial planning challenges: retirement.
$94.95
$94.95