Overview
Americans need financial planning, whether done independently or with a professional, due to generally low saving rates. This course covers developing personalized financial plans for clients nearing retirement, addressing life insurance, long-term care costs, income tax planning, and funding children’s education. Financial professionals will learn to provide tailored planning and investment solutions for clients’ specific needs.
Learning Objectives
- Demonstrate an understanding of the critical issues in managing wealth
- Define and differentiate the different types of long-term care
- Explain the nature and extent of long-term care costs and the sources of long-term care funding
- Demonstrate an understanding of the methods of minimizing estate transfer costs
- Explain the characteristics and tax treatment of fixed and variable annuities
- Cite the basic characteristics of long-term care insurance
Designed For
Life and health insurance producers and finance professionals
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