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