Most retirees can expect to live well beyond age 65. Realistic financial planning assumes that our clients will live a long, healthy and active life. This course is not about saving for retirement, however. It’s about ways the financial professional can help seniors successfully manage their finances during retirement. Just as preretirement planning is most valuable when the right strategies are used, so too is postretirement planning.

Post-retirement planning considers everything from the availability of employer-sponsored pensions, Social Security and personal savings to protecting income from inflation, medical care, and long-term care.

The financial professional must conscientiously listen to their client's concerns, combine these concerns with the facts of their situation and design a unique financial plan that meets their needs. This course provides the financial professional with the essential knowledge to accomplish this as well as the questions to ask in assisting seniors to find the best approaches to preserving and distributing their accumulated assets. 

This course has been approved for insurance continuing education credit by the Oregon Insurance Division. This Oregon CE course is approved for 5hrs of intermediate level CE credit. No classroom attendance required. OLT will beat any price on Oregon CE courses

Course Provider: OnLine Training Institute
Colorado Provider #: 8034
Course Approval #: 6000007158

Provider Info
Provider Name OnLine Training Institute
Provider # 8034
Course Approval # 6000007158
Course Info
Satisfies State Requirements Oregon
License Type Life and Health
Course Length 5 hours
Enrollment Length 30 days
Extension Availability Yes, a 30-day extension, for a $49.00 charge, may be requested a maximum of three times and should be requested BEFORE the course expires.
Author/Instructor Larry Hartmann

Write a review

Note: HTML is not translated!
    Bad           Good

5hr CE - Post-Retirement Planning for Seniors

  • $29.00


Available Options


Related Products

3hr CE - OR Flood Insurance Concepts

3hr CE - OR Flood Insurance Concepts

This Continuing Education class is designed to provide the Insurance Agent with all the information ..

$22.00

2hr CE - Hurricanes and their Impact on Insurance

2hr CE - Hurricanes and their Impact on Insurance

This course is designed as a self-paced course done entirely online at your convenience. The co..

$22.00

6hr CE - Property and Casualty Insurance - Commercial Lines

6hr CE - Property and Casualty Insurance - Commercial Lines

This course is designed as a continuing education course related to commercial insurance. All f..

$29.00

8hr CE - Health Insurance

8hr CE - Health Insurance

This course offers an overview of the health insurance industry and the elements of traditional heal..

$35.00

15 hr CE - Life Insurance

15 hr CE - Life Insurance

This course offers an overview of the life insurance industry and the elements of traditional life i..

$39.00

Tags: Life CE, Life Insurance CE, CE, Continuing Education, Oregon, online CE, Annuities CE, Retirement CE, Senior Planning CE