Pre-Retirement – Why is a RA the best solution

Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.

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Course By: Growth in Motion

ABOUT THE COURSE


CPD Accreditation detail

Professional Body: IOBSA

CPD hour allocation: CPD Hours (online learning): 3.5 CPD hours   

CPD Accreditation Number: IOB125

Who should register?

Key Individuals and Representatives who have met the competency requirements in other Classes of Business.
Key Individuals and Representatives not under supervision in this Class of Business, as a refresher and to earn CPD hours.

COURSE DESCRIPTION

Learners will gain sufficient knowledge and understanding of a retirement annuity and why it is regarded as one of the best solutions for pre-retirement saving.

The following topics are covered:

  • What is a retirement annuity?
  • Frequently asked questions from clients.
  • Features and benefits of retirement annuities.
  • Case study.
  • Advisor tips.
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