Articles in the 2nd Quarter - July 2021 Issue:
Some of the topics covered in this issue:
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.
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.
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
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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