June 13, 2023 @ 2:00 pm – 3:00 pm


Retirement is a major life event, and it is important for clients to be financially ready. There are many factors to consider when planning for retirement, such as what to expect in retirement as far as income, expenses, taxes, and healthcare.

Annuities and life insurance may be used not only to provide family protection but also to potentially provide supplemental retirement income and a way to help address a client’s tax shortfall.

By getting a better understanding of a client’s overall financial and savings situation, attendees of this course can help their clients to be more prepared for retirement.