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Overview / Abstract:

This course is designed to familiarize the agent with the most successful current retirement plans. Advantages and disadvantages of the different types of plans are examined in depth. Government programs, such as Social Security and Medicare, are also discussed. Medical and health benefits are discussed, as are types of life insurance and other types of retirement income, including traditional investment portfolios and personal life insurance.

This course will also allow the agent to learn about SEP and SARSEP plans. The SEP's purpose is detailed, as is the plan document, its installation and administrative costs. Advantages of the SEP are also discussed.

Upon completing this course, the insurance agent will be familiar with pension plans, including such terminology as accrued benefit, actual deferral percentage, covered employees and death benefits.


Sep 24, 2020


Financial Advisor CE, Insurance



Credits / Hours

9.0 Hours

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