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Retirement Planning and Annuities

Credits: 2 CE Credit

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Commercial Lines - Advanced |  Life
2 Hours
Access for 30 days after program date.


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


Course Materials

State Specific Details

State Approval Information Details

SC-This course is approved for 2 hrs CE - L&H Intermediate level - 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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