Annuity Strategies for Retirement Funds
Reaching retirement age may seem like an exciting milestone for anyone but it can also be a time of much uncertainty and stress when it comes to all the financial decisions that need to be made - especially for someone who is not financially astute - which, letโs face it, is most people. Traditionally employers have provided a pension or a provident fund to their members, but the choices and provision at retirement has been dependent on the type of fund to which the member belongs and then that of the member himself. This has unfortunately meant that some members have been adequately provided for into their retirement and some not. It is critical for members nearing retirement to be provided with appropriate information regarding their fund and the choices that they face so that they can make informed and educated decisions to allow them peace of mind as they embark on the retirement journey.
Key concepts
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The course is designed to:
- Enhance your knowledge giving you a deeper understanding of annuities, including the various types, features, and sustainability for different retirement scenarios.
- Enhance your ability to develop comprehensive retirement income strategies.
- Enhance your professional development and credentials, especially if you work in financial planning, wealth management, insurance, or related fields.
- Equip you with valuable knowledge and expertise to better serve retirement planning needs.
Syllabus
The course consists of 5 modules and will take approximately 4 - 5 hours of learning time to complete, including assessments and exercises.ย
Modules 1 - 5
What you earn
Course fees
All costs are per learner and exclusive of VAT. Bulk discounts are available for groups of 5 or more.
This course provides participants with a comprehensive understanding of annuities and their role in retirement planning, equipping them with the knowledge and skills to make informed decisions and effectively advise clients on annuity-related matters.
