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On-Site Group
Individual Viewer
Retirement Planning and Annuities
Length: 2 hours
CE Credit: 2
Course Description:
The topic of Retirement Planning is an area that seems to become more important as people get closer to that eventThis session will review the advantages and disadvantages of various retirement planning vehicles and conceptsThis will include both qualified and non-qualified plansThe discussion concerning qualified plans will include: IRAs, ROTH, 401k, SIMPLE and a SEPThe discussion concerning non-qualified plans will include: Life insurance, annuities, stocks/bonds and Social SecurityThe session will conclude with a review of annuities: features, tax rules, distribution options and general contract provisions.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
State Specific Details:
SC-This course is approved for 2 hrs CE - L&H Intermediate level - Course # 125327
NC - This course is approved for 2 hs CE - Course#C98248
NJ - This course is approved for 2 hrs CE - Course # 88892507
Produced By:
Faculty
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
Course Materials
- Important CE Credit Information

- FL VIEWERS ONLY -Acknowledgement Form

- MS VIEWERS ONLY-Group Viewing Course Roster

- SC VIEWERS ONLY - CE Statement

- TX VIEWERS ONLY-Group Viewing Course Roster

- Retirement Planning & Annuities Course Materials



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