Welcome to ABEN
Please note: You will need to create a login and password the first time you purchase from your association's ABEN catalog. Your association login and password will not work in this catalog. Thanks!
Please go directly to the Self Study or Non-CE tabs to view additional course options that DO NOT filter when a category is selected!
April 22, 2014 1:00 PM EDT
June 19, 2014 9:00 AM EDT
August 21, 2014 1:00 PM EDT
October 22, 2014 9:00 AM EDT
December 16, 2014 1:00 PM EST
Retirement Planning and Annuities
Length: 2 hours
State Approval Information 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
OH - This course is approved in OH for 2 CE - Course # 38016
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.
Instructor: Jerry Rhinehart, CIC, CLU, ChFC, RHU
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
- Retirement Planning & Annuities Course Materials
- PLEASE OPEN-IMPORTANT CE INFO AND STATE REQUIRED FORMS