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SUGGESTED CE CLASS: “Senior Needs Planning”

As Marketing Managers, we are going to have to become familiar with all aspects of Social Security, Medicare, and other senior issues.  There is a course in WebCE for 15 units called “Senior Needs Planning”.  If you need units for renewal and haven’t taken this course yet, I strongly recommend it.  I’m going to take it.  Order it from our page on WebCE and get the 10% discount.


This course provides a comprehensive study of the financial needs, goals, products, and plans for today’s senior consumers. It is written for insurance professionals and financial practitioners to explain how they can help their senior clients plan for a financially secure and rewarding retirement, supported by appropriate and suitable financial products.

The course explores the various facets of a sound retirement plan: needs and income analyses, personal savings, qualified savings, Social Security and Medicare, life insurance, long-term care insurance, annuities, estate planning, wealth transfer techniques, and final needs planning. The course explains the unique needs of senior clients and the specific areas that are of concern to them—income planning, health care planning, estate distribution, final needs planning—as well as the tools, techniques, and products that can be used to meet these needs. An entire section in this course is devoted to suitability and ethical practice standards that apply when working with seniors.

The course covers the following topics:

  • The New Retiree
  • The Retirement Income Planning Process
  • Retirement Plan Distributions
  • Understanding Social Security Retirement Benefits
  • Using Life Insurance in Retirement
  • Using Annuities in Retirement
  • Meeting Seniors’ Health Care Needs
  • Estate Planning and Wealth Transitioning
  • Final Needs Planning
  • Ethics and Suitability in the Senior Market

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