Retirement Training

Rethinking Retirement: How to Integrate a Safety-First Retirement Income Plan

Overview

Lifetime income through insurance, whether that be annuities or life insurance, can help to manage market volatility and investment risks, to protect from longevity risk, to more efficiently earmark assets to cover retirement spending, to reduce the fear and worry that many have about outliving their assets in retirement, and to simplify the financial plan. This course, based on the book Redefining Retirement: A Safe and Secure Way Down the Mountain, by Wade Pfau, Ph.D., CFA, RICP®, investigates three basic ways to fund a retirement spending goal: with a bond ladder, with a diversified investment portfolio, and with annuities and life insurance. We consider the potential role for different types of annuities including simple income annuities and their various flavors, variable annuities, and fixed index annuities.

Summary Details

Price

$50.00

This course is not subject to discount pricing.





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Learning Objectives

  • Understand retirement income planning
  • Identify fixed income assets
  • Analyze stocks and diversified investment portfolios
  • Explain income annuities and risk pooling
  • Describe and understand various types of annuities
  • Recognize the role of life insurance
  • Determine product allocations for retirement


Designed For:

Insurance and financial professionals looking to further their knowledge in retirement income planning



Course Information

Adding additional credit may change exam requirements.

Access Period: 12 months
Prerequisites: None
Delivery Method: Self-Study
PDF Download: Available
Provider of Record: WebCE
Last Reviewed: May 2023
Study Level: Advanced
Approved For: Training

Exam

Proctor: No
Passing Grade: 70
Questions: 50