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InFRE's 2021 2nd Qtr Issue of Retirement Insight and Trends

The July 2021 free quarterly newsletter features articles on Estate Planning, Annuities and Social Secuirity.

Articles in the 2nd Quarter - July 2021 Issue:

  • "New Horizons in Estate Planning” by Steve Parrish, JD®, RICP®, CLU, ChFC®, AEP®, Co-Director Retirement Income Center and Adjunct Professor of Advanced Planning at The American College 
  • "Analyzing the Fixed Indexed Annuity (FIA)" by Tamiko Toland, Director, Retirement Markets, CANNEX
  • "Situational Social Security" by Marc Kiner, CPA, National Social Security Certificate Holder, National Social Security Association and Jim Blair, National Social Security Certificate Holder, National Social Security Association

Some of the topics covered in this issue:

  1. Hear an update as to why estate planning has changed significantly in the last three years, and how it may change yet again with possible legislation in a post-pandemic economy; learn eight estate planning considerations that represent new thinking in this discipline; discover actionable ideas to help build these estate planning considerations into your client’s financial and retirement plan. 

  2. Learn about basic pricing dynamics for an FIA; better understand how an index’s returns interact with the crediting strategy to generate yield; understand how low-volatility indices affect FIAs; learn different use cases for an FIA.

  3. Learn about the various types of Social Security benefits; learn about the options for married and divorced couples; learn about the options for surviving spouses and other types of clients; understand the questions and issues relating to every unique client; understand that Social Security is the universal language of Baby Boomers and how it can help you connect with them.

1 hr CFP®, CRC® and other CE Credit Reporting

After passing exam, reporting for CFP®, CRC® and other 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 CFPand/or CRC® IDs.  You are responsible for reporting all other certifications for CE credit. 

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.

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