Saturday, July 14, 2012

Distribution Planning Insurance CE

Online CE courses available for distribution planning and dozens of other life and health insurance ce courses.

Distribution Planning

This course presents a comprehensive, in-depth look at distribution planning for retirement and provides a clear understanding of the complex rules that govern distributions from qualified plans and IRAs. It provides a review of the basics of qualified employer plans, traditional IRAs, and Roth IRAs and then explains in detail the requirements that apply to premature distributions, required distributions, and distributions at death. The course explores various distribution options, including lump-sum, periodic withdrawals, and annuitization. The insurance continuing educaation course covers other distribution options (loans and hardship withdrawals) and explains the rules for rollovers and conversions. It also explores strategies for multi-generational wealth

The course includes the following chapters:

•The Importance of Distribution Planning •Distributions in General •Premature Distributions •Required Distributions •Distributions at Death •Qualified Plan Loans and Hardship Withdrawals •Rollovers and Conversions •Multigenerational Distribution Strategies

Earn all of your life and health insurance continuing education credits through American Investment Training.

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1 comment:

EcornerLearning said...

Several adjuster license training are now providing online support for individuals planning to become an insurance adjuster agent in their respective states.