37 day enrolment in onine Continuing Education
Course Overview
This 5-hour intermediate CE course focuses on helping financial professionals support seniors in managing their finances during retirement, rather than on pre-retirement saving. It starts from the assumption that clients may live long, healthy, and active lives and addresses how to sustain income and security throughout those years.
What You Will Learn
The course examines post-retirement planning issues such as employer-sponsored pensions, Social Security, personal savings, inflation protection, medical expenses, and long-term care needs. It emphasizes listening carefully to each client’s concerns and combining those concerns with the facts of their situation to design a customized plan for preserving and distributing accumulated assets, and provides key questions and strategies to guide those conversations.
Course Format & Benefits
This Florida intermediate CE course is approved by the Florida Department of Financial Services for 5 hours of insurance continuing education credit for all licenses (except 3-20). It is delivered completely online with no classroom attendance required, giving Florida licensees a flexible way to meet CE requirements while strengthening their expertise in post-retirement planning for senior clients.
Official Course Information
Course Provider: OnLine Training Inc.
Florida Provider #: 366468
FLDFS Course Approval #: 99484
| Provider Info | |
| Provider Name | OnLine Training, Inc. |
| Provider # | 366468 |
| Course Approval # | 99484 |
| Course Info | |
| Satisfies State Requirements | Florida |
| License Type | General Electives (except 3-20) Life & Health (2-14, 2-15, 2-40) |
| Course Length | 5 hours |
| Enrollment Length | 2 months |
| Extension Availability | Yes, paid |
| Author/Instructor | Elizabeth Shelby |
| Course Availability | Online 24/7 |
5 hr CE Post-Retirement Planning for Seniors
- Product Code: INSCE031FL5
- Instructor: OnLine Training Institute
- Availability: In Stock
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$35.00
Step 1: Enter Enrollment Information
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