Retirement Planning
Instructor
UIE Phone
(253) 846-1155 Email
mail@uiece.com |
Course Overview
Retirement Planning is unique for a retirement course. This course looks at subjects that are often overlooked or simply ignored by other retirement planning courses. The unique subjects covered include agent education, ethics, and long-term home care. Of course, this text also covers the bread-and-butter
topics that are mandatory in any retirement planning course. Social
Security benefits are discussed since it would be impossible to plan for
one's retirement without understanding what funding may be available from
social programs. Pensions are discussed as well. Retirement plans always include some type of savings
program. Certainly, some of these modes include insurances, such as
annuity products and cash value policies. Because every insurance agent must understand how his or
her products will correspond with wills and living trusts, this is also
discussed. Agents are often the one consumers ask regarding beneficiary
designations. When suggestions are desired, the agent must understand
how wills and living trusts affect their insurance products. The
ultimate goal of an agent is to benefit the consumer. Only by having
such an understanding of related fields will this be fully possible. For the insurance agent who is making estate planning their specialty, this text also looks at the details of retirement planning. This includes domiciles and property ownership, gifting, property transfers (which can include insurance products) and other areas related to this. Of course, due diligence is also included. |
|
Chapter |
Subject |
Description |
|
Chapter 1 |
AGENT EDUCATION |
Additional CE |
|
Chapter 2 |
RETIREMENT AND ESTATE PLANNING |
Three most voiced
questions. |
|
Chapter 3 |
HOW MUCH IS ENOUGH? |
The 4% strategy. |
|
Chapter 4 |
TO WORK OR NOT TO WORK |
|
|
Chapter 5 |
SOCIAL SECURITY BENEFITS |
|
|
Chapter 6 |
SOCIAL SECURITY RETIREMENT INCOME |
|
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Chapter 7 |
SOCIAL SECURITY SURVIVORS' BENEFITS |
|
|
Chapter 8 |
PENSION PLANS |
Understanding the basics. |
|
Chapter 9 |
INTEGRATING SOCIAL SECURITY WITH THE PENSION PLANS |
|
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Chapter 10 |
RECEIVING PENSION BENEFITS |
|
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Chapter 11 |
ANNUITIES |
Understanding the basics. |
|
Chapter 12 |
CONTRACT CLAUSES |
|
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Chapter 13 |
ANNUITY PAYOUT PHASE |
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Chapter 14 |
LIFE INSURANCE |
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Chapter 15 |
LONG TERM CARE INSURANCE |
This course is not approved for Partnership LTC hours – just CE. |
|
Chapter 16 |
LIVING TRUSTS |
Understanding the basics. |
|
Chapter 17 |
PLANNING FOR DEATH |
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Chapter 18 |
DOMICILES AND PROPERTY OWNERSHIP |
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Chapter 19 |
GIFTING AND OTHER PROPERTY DISBURSEMENT |
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Chapter 20 |
FOLLOWING LEGAL PROCEDURES |
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Chapter 21 |
PROPERTY TRANSFERS |
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Chapter 22 |
THE WILL |
Understanding the basics. |
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Chapter 23 |
SELECTING TRUSTEES & OTHER REPRESENTATIVES |
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Chapter 24 |
SETTLING THE ESTATE AFTER TESTATOR'S DEATH |
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Chapter 25 |
AGENT ETHICS |
Why does it matter? |
|
Chapter 26 |
SELECTING A SAFE INSURER |
|
|
Chapter 27 |
DUE DILIGENCE |
Picking the right insurer. |
|
Chapter 28 |
CHOOSING TO DIE INTESTATE |
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|
Chapter 29 |
GLOSSARY |
None.