Agency/Agent Training Library - Financial Planning
(set of 5 CD-ROMs #5810000)
These courses supply basic and advanced product training for the core products represented by most Financial Planners. Created by the editors of Tax Facts, your producers will appreciate instant access to authoritative, engaging training in financial planning.
Click the course links below to see a more detailed description of each course or to purchase separately.
1. Financial Planning for Seniors - This course covers the specific financial needs of older clients, including: estate planning, long-term care planning, retirement planning and special needs planning.
2. Estate Planning - This course explores the issues and insurance solutions to long-term care as you learn the terminology necessary to help assess future needs and determine the appropriate coverage.
3. Long-Term Care - This course explores the issues and insurance solutions to long-term care as you learn the terminology necessary to help assess future needs and determine the appropriate coverage.
4. Medicare - Learn the fundamentals of Medicare and Medicaid.
5. Distribution Planning - Cover the basics of retirement plan distributions in this thorough yet easy-to-follow course.
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