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InFRE's 2020 3rd Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit

The October 2020 free quarterly newsletter features articles on Investing, Long Term Care and Communication.

Nikolic Branislav Heather HolmesKevin Seibert

Articles in the 3rd Quarter - October 2020 Issue:

  • Managing Retirement Income: What Your Clients Need to Know  by Kevin Seibert, CFP®, CRC®, CEBS, Managing Director of InFRE
  • 21st Century Longevity, Health, & Wealth: Preparing for Health Care Risks in Retirement by Heather Homes, Founder and CEO of Genivity
  • Making Retirement Sustainable: Revisiting the Role that Income Annuities Can Play (2015) Reprint of CANNEX Research

Some of the topics covered in this issue:

  1. Learn what your clients need to know about the primary risks retirees face in retirement; ways to close the gap between retirement income and expenses; and how to determine which type of retirement income allocation approach is best for their situation. 

  2. Learn ways to pro-actively introduce questions about longevity and health care planning with clients and their family; develop strategies for differentiating your practice with health + wealth; protect clients from health and care costs; help clients optimize their active retirement for bucket-list goals.

  3. See the math behind how annuitizing a portion of assets increases income and legacy.

1 hr CRC® Only Continuing Education Credit Reporting

After passing exam, reporting for CRC® CE credit is free. After purchase you will receive an email with a token. Please redeem token to take this course. You will receive another email explaining where to enter your CRC® ID.  

Developed by: International Foundation for Retirement Education (InFRE)

Designed for: Advisors and Retirement Counselors

Retirement Resource Center Risk Free Guarantee

Your satisfaction guaranteed: We know that you will be pleased with your purchase of this product. If, however, you are not completely satisfied notify us within 30 days of your purchase to receive a full refund of your fee, less any CFP® CE reporting fee for the course that was filed prior to cancellation.


InFRE's 2020 3rd Qtr Issue of Retirement Insight and Trends - 1 hr CRC® Only CE Credit


Members Only