2015 Update - The topic of Retirement Planning is an area that seems to become more important as people get closer to that event. This session will review the advantages and disadvantages of various retirement planning vehicles and concepts. This will include both qualified and non-qualified plans. The discussion concerning qualified plans will include: IRAs, ROTH, 401k, SIMPLE and a SEP. The discussion concerning non-qualified plans will include: Life insurance, annuities, stocks/bonds and Social Security. The session will conclude with a review of annuities: features, tax rules, distribution options and general contract provisions.????
|Retirement_Planning_course_materials||Available after Purchase|
|Retirement Planning and Annuities Power Point slides||Available after Purchase|
|PLEASE READ - IMPORTANT CE INFORMATION AND STATE REQUIRED FORMS (0.90 MB)||Available after Purchase|
Jerry graduated from the University of West Florida in 1970 (College of Education). After teaching at the high school level for a brief time he moved into the insurance industry. He worked for a property and casualty direct writer for several years. In 1983 he and his wife open an independent insurance agency in Tallahassee, FL. While there he focused primarily on the life, health and financial services area. Additionally he began working in the Continuing Education field as a speaker and writer. The property and casualty division was sold in 1995. Today Jerry continues to operate a life and financial services agency - Rhinehart & Associates - located in Panama City, FL.
Jerry serves on the National Faculty of the Society of Certified Insurance Counselors. He attained his CIC in 1986, his CLU in 1987, his ChFC in 1988, and his RHU in 1997. He is a director and Past President for the Tallahassee Chapter of CLU and ChFC. He also served as a director and Secretary/Treasurer for Professional Insurance Agents of Florida and is a past Agent of the Year for that organization. He is a former national member of the Board of Governors of the Certified Insurance Counselors (Austin, TX).
Since 1986 Jerry has conducted more than 1,200 programs to insurance, CPA, attorney and Human Resource groups on topics that range from Estate Planning, Long Term Care, Life Insurance, Annuities, Business Perpetuation and Health Insurance. He frequently writes articles for various insurance trade magazines on the above topics. Additionally, serves as an expert witness in legal proceedings regarding life and health insurance matters.
Wed, Sep 27, 2017 - 01:00p to 02:50p EDT
Mon, Nov 20, 2017 - 02:00p to 03:50p EST
SC - This course is approved for 2 hrs CE - Course#125327
SC: This course is approved in SC but please complete the required affidavit in the materials section (zip file - IMPORTANT CE INFORMATION & STATE REQUIRED FORMS)
NC - This course is approved for 2 hs CE - Course#C98248
NJ - This course is approved for 2 hrs CE - Course # 88892507
OH - This course is approved in OH for 2 CE - Course # 38016
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