RETIREMENT PLANNING AND INSURANCE

This course addresses two key components of financial planning: retirement and
insurance. Students will be exposed to the various options available for clients
planning for retirement and the benefits and costs of various insurance
plans. Students will learn how to conduct a requirement needs analysis as they
explore the various types of retirement plans and the rules, options, regulatory and
taxation considerations that impact those plans. The course will also provide
overviews of the Social Security, Medicare, and Medicaid systems. The course will
also provide an analysis and evaluation of risk exposure types for which a client
might want insurance, including liability, automobile, homeowner’s, health,
disability, long-term care, and life risks. Students will learn how to conduct
insurance needs analysis and to select appropriate insurance policies and
companies for their clients.