RETHINKING CE – Rethinking Retirement

BECOME AN INCOME PLANNING EXPERT

A retirement planning course for financial professionals seeking deeper conversations around lifetime income

The challenge in building an effective retirement income plan is to use the available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. Our retirement income planning course based WealthVest’s book authored by Wade Pfau, Ph.D., CFA, RICP®, Redefining Retirement: A Safe and Secure Way Down The Mountain will navigate you through this challenge and boost your income planning expertise.

Rethinking Retirement: How to Integrate a Safety-First Retirement Income Plan will help you:

  • Broaden your knowledge on all the ways to generate income in retirement

  • Analyze the benefits of adding principally protected products in an integrated retirement income plan

  • Become an expert in Safety-First Retirement Income Planning

  • Earn Up to 15 Credits of Insurance CE

· Take the Course

· Read the Book

· Guide Your Clients

Becoming an Income Planning Expert

Lifetime income through insurance, whether that be annuities or life insurance, can help to manage market volatility and investment risks, to protect from longevity risk, to more efficiently earmark assets to cover retirement spending, to reduce the fear and worry that many have about outliving their assets in retirement, and to simplify the financial plan.  In this course you will learn three basic ways to fund a retirement spending goal:

Using a traditional bond ladder

Using a diversified investment portfolio

Through annuities and life insurance

This course takes a deep dive in to the role of differing types of annuities including simple income annuities, variable annuities, and fixed index annuities. WealthVest believes that by adding guaranteed income for life to an retirement plan can make a successful retirement a reality. Taking this course is the training you need to have the conversation on guaranteed lifetime income with your clients.