Welcome to ABENPlease 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! |
On-Site Group
Individual Viewer
Retirement Planning and Annuities
Length: 2 hours
Course Description:
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
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
OH - This course is approved in OH for 2 CE - Course # 38016
Produced By:
Faculty
- Jerry Rhinehart, CIC, CLU, ChFC, RHU
Course Materials
- Retirement Planning & Annuities Course Materials

- PLEASE OPEN-IMPORTANT CE INFO AND STATE REQUIRED FORMS



High quality continuing education for independent insurance agents,
brought to you via live streaming video.