Life Agent Development Course Retirement Planning

The information in this course is aimed to educate agents on retirement planning strategies.

In this course, we will look at sources of retirement income, types of funds and contracts and retirement planning processes under the following headings:

  1. Sources of Retirement Income
    • Public Sector Plans: Canada Pension Plan and Old Age Security
    • Corporate Sponsored Plans
    • Registered Retirement Savings Plans
    • Personal Assets.
  2. The Retirement Planning Process
  3. Retirement Planning Checklists
Two retired men paying chess in a calm mood.

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