Class Details

CE 1317 - Planning for Baby Boomers (Self Study)

1400 Old Country Road Suite C-100
Westbury, NY 11590-
Phone: 516-997-8360 Fax: 516-997-5446

15 (see below)

This course is designed to update agents/brokers in the following topics:

• Understanding decision making challenges for seniors • Elder abuse • New perspectives on retirement needs • Working with seniors • Fundamentals of investments • Auto insurance and seniors • Planning for property and casualty protection • Legal and ethical responsibilities for financial planners • Overview of tax-deferred accumulation vehicles • Planning for retirement in our economy • Understanding the basics of IRAs • Investing in IRAs • IRAs for the small business/self-employed • IRAs and trusts • Advantage and disadvantage of annuities • Senior health care needs and Medicare • Senior long-term care needs • Senior needs and estate planning • Final needs planning

Self-Study Course Information

All self-study manuals will be e-mailed as a PDF file during regular business hours.

You must score a minimum of 70% on our 50 question, multiple-choice, closed-book, monitored quiz in order to receive a completion certificate for all self-study courses.

To make an appointment to take your quiz, please call the Westbury school at 516-997-8360 or the NYC school at 212-643-9554.

This self-study course is approximately 225 pages in length.

Life, Accident & Health Agents (LA), Life, Accident & Health Brokers (LB), P&C Agents (PC), P&C Brokers (BR), General Consultants (C3), Life Consultants (C1), Public Adjuster (PA), Life Settlement Brokers (LSB)


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