INCOME PLANNING

7 STEPS TO YOUR RETIREMENT INCOME PLAN

Close the gap!

This three-part course is designed to help your students understand the elements necessary to create a retirement income plan through seven simple steps. We base the plan on the principles of conservative investing.

Each step is designed to educate the student on:

  • Perceived and real retirement risks
  • The options they have for addressing their retirement income needs
  • Potential solutions in the form of real-life case studies

A sampling of the topics covered includes:

  • Unexpected risks
  • Distribution options
  • Leaving a legacy
  • Bullet-proofing retirement assets from creditors