Managing Retirement Income

As the first wave of Baby Boomers enters retirement, the diversity of questions regarding financial security will run the gamut-but they all come down to the same general idea:

How can I make my retirement income last as long as I live?

It's a question financial advisors hear more and more. To provide a comprehensive response, they - and you - need to:

Know how to guide retirees and those about to retire through a maze of often contradictory information

Understand the challenges of managing income so it provides security over a period of uncertain length and unexpected expenses

Be able to tailor your advice to the unique circumstances of every individual hoping for a worry-free retirement

Are you as prepared as you need to be to serve your clients' needs? Make sure! Explore the comprehensive instruction offered by InFRE's Strategies for Managing Retirement Income (SMRI) courses.

In both the print and live-recorded audio versions of this course, you will be challenged to explore:

How to deliver a process - the Retirement Income Management Model

The difference between retirement accumulation planning and retirement income planning

Risks faced by retirees

An overview of tax and distribution issues

An introduction to income allocation strategies

How to create a lifetime income to meet essential needs

The completed course is worth 15 continuing education credit hours toward any InFRE^® certification. Click here to see the number of insurance credits available by state.

For details, click on any of the links below:

SMRI Audio Course

SMRI Combo Course

SMRI Print Course

SMRI Client Workshop