IRA Fundamentals and Small Business Retirement Plans
Total Credits: 1 including 1 CE Credit
- Average Rating:
- 41
- Categories:
- Life
- Faculty:
- Mark Ricklefs, CLU, ChFC, CFP
- Duration:
- 1 hr
- License:
- Access for 90 day(s) after purchase.
Audience: Agent and Customer Service Training
Description
Course Description:
Explore the pros and cons of IRAs and where small business retirement plans fit for you or your customers.
Please join Mark Ricklefs, CLU ChFC CFP, Certified Financial Planner Professional for this highly engaging, educational video!
Course Materials
| Traditional IRAs, Roth IRAs, and SEP | Available after Purchase | ||
| VA_AGENTS ONLY - PLEASE OPEN - REQUIRED DOCS! (0.66 MB) | Available after Purchase | ||
| PLEASE READ - VOD CE INSTRUCTIONS AND STATE REQUIRED FORMS (0.15 MB) | Available after Purchase | ||
State Specific Details
State Approval Information DetailsKS - This course is approved for 1 hr - Life and Health CE - 988459 LHV - Note - KAIA will file your earned CE electronically within 10 business day after course completions
NC - This course is approved for 1 hr CE - Course# C99396
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