NEW COURSE in 2025!
Course Objective:
Everyone’s greatest fear isn’t dying… it’s running out of money before they die. We’ll review what information needs to be gathered to have an honest conversation about retirement finances with your clients. We’ll also review the types of income Retirees can expect when they are not working and why variety in income sources are important. A deeper dive into investments used to provide income in retirement will explain the strengths and weaknesses of each.
Finally, we’ll check in on several retirees who ran out of money too soon and discuss how that might have been preventable.
Retirement Income Plans: Will You or Your Money Last Longer?
Three Hours General Insurance CE Credit
Instructor: Craig Adamson, RMA, CRC, CRPS, CLTC
