Distribution Planning - 4 Hours*

This advanced-level course describes the various distribution options available to retirement plan participants, how those distribution options affect income amount and duration, tax considerations, minimum distribution requirements, and all the factors which must be considered when choosing a distribution option. 

Learning Objectives 

Upon completion of this course, a producer will be able to: 

• Guide clients through the entire post-retirement distribution planning process 

• Helping clients make critical up-front decisions with a better understanding of the income and tax ramifications of those decisions   

Complete license renewals for all major lines: Life and Health and Property and Casualty