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Insurance Planning for Seniors, 2nd Edition
Houston
9990 Richmond Ave Ste 102
Houston, Texas 77042
US
Friday, September 11, 2020, 8:00 AM - 12:00 PM CDT
Category: Continuing Education Seminar

Live Class

4 CE Credits

Fee: $41.30

The information in this course is designed for your senior clients with financial peace of mind during their senior years as they plan for their financial future. The course will address their risk management, how to deal with inflation, proper retirement plan distributions, an overview of their social security benefits, also how to analyze their retirement income, investing those retirement assets for the senior market. Lastly, the course will address taxation and market conduct in the senior market, with key resources to assist.

*The price displayed on this page includes a 30% discount off retail and is exclusive to Texas PIA members. To find your discount code, go to the home page and click on Member Discount Codes in the Quick Links section on the right-hand side .  Enter the discount code at checkout.  If you are not a Texas PIA member, click here to join today!

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Contact: 800.824.8742