This 4-hour workshop is designed for Licensed Insurance Producers to help “Baby Boomer’s” plan for retirement, by understanding the following:
- Perils of being a 2-income family.
- Lifestyle desires
- Rapidly changing world.
- Taxations
- Risk diversification
- Goal setting & planning
- Income maximization
- Government & employer benefit integration
- Saving money
- Inflation and longevity
- The retirement planning process
- Maximizing Social Security Benefits
- Tax Code opportunities
- Maximizing personal pensions for oneself/spouse/family
- Features that make annuities attractive to Baby Boomers:
- Managing home equity as a source of funding retirement,
- whole life features that strengthen financial planning.
