Insurance Professionals
Exam Training
HS326 Insurance Professionals Tutorial
This is self-paced, internet-based insurance professionals exam tutorial -- there are no books to purchase and no scheduled classes to attend.
Monetary Needs
after Retirement
Insurance Professional
Training Courses
Info and Order
CompTIA A+ Certification
Computer Security
Access 2002
Cisco CCNA
Oracle Database
Database Design
Windows XP
Windows 2000
Active Directory
Internet Security
C Programming
Visual C
The following courses are available online:
- Introduction to Retirement provides an overview of the financial planning market and how retirement plans benefit employees and business owners. This course also begins discussing retirement strategies and Individual Retirement Accounts.
- Choosing a Qualified Plan describes the many types of qualified retirement plans and how they impact employers and employees.
- Matching Plans with Clients shows financial planners how to consider client interests and help select the best type of qualified plan.
- Funding and Administration explains funding requirements and the best sources of funds. It also describes plan installation, administration, and termination.
- Monetary Needs after Retirement explains how to estimate client retirement income, needs, and deficits, and strategies for funding those deficits.
- Nonqualified Plans & Distribution provides an overview of nonqualified plans and the tax advantages associated with them. This course also explains the many ways in which funds are distributed to retirees.
200MHz Pentium with 32MB Ram. 640 x 480 256-color video (800 x 600 is recommended). Windows 95, 98, NT, 2000, or XP. Internet Explorer 5.0 or higher required. Minimum Connection Speed: 28.8k. Authorware recommended but not required. JavaScript must be enabled. Netscape and AOL browsers not supported.
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