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Life Insurance and Retirement Planning (OK 6000078004) (2023)

Posted on 05.09.23

Oklahoma Course Approval Number: 6000078004

Making plans to finance retirement has become ever more pressing as the huge population of Baby Boomers begins to enter retirement. A fluid economy presents ever greater challenges as well as opportunities to prepare financially for the future.

Life Insurance and Retirement Planning examines the factors driving the need for a retirement fund that is greater than at any time in the past, and one that continues to provide growth even after retirement. The course identifies financial products that help retirees meet their goals, with an emphasis on how you, as a life insurance professional, can help prospects and clients supplement their retirement income through insurance products.

Copyright 2025, Pentera Group, Inc.

Upon successful completion of the final exam, your Course Completion Certificate is available at any time from the My Courses Page on your account.

This Course is Approved Only Until 11/30/2027.

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Chapters

  • Chapter 1 – The Urgent Need for Retirement Planning (Part 1)

  • Chapter 1 – The Urgent Need for Retirement Planning (Part 2)

  • Chapter 2 – Identifying Income Needs and Sources

  • Chapter 3 – Social Security Retirement Benefits

  • Chapter 4 – Qualified Plans: Defined Benefit & Defined Contribution Plans

  • Chapter 5 – Popular Qualified Plans (Part 1)

  • Chapter 5 – Popular Qualified Plans (Part 2)

  • Chapter 6 – Investment Strategy Considerations (Part 1)

  • Chapter 6 – Investment Strategy Considerations (Part 2)

  • Chapter 6 – Investment Strategy Considerations (Part 3)

  • Chapter 7 – Life Insurance Solutions (Part 1)

  • Chapter 7 – Life Insurance Solutions (Part 2)

  • Chapter 8 – Taxation and Retirement

  • Chapter 9 – Health Insurance and Long-Term Care Needs (Part 1)

  • Chapter 9 – Health Insurance and Long-Term Care Needs (Part 2)

  • Chapter 10 – Estate Planning

  • Chapter 11 – The Retirement Planning Market

  • Life Insurance and Retirement Planning FINAL EXAM (OK 6000078004) (2023)

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