Your Retirement Blueprint
About this course
Course curriculum
1.
Module 1: Introduction to Financial Protection & Wealth Building
9 lessons
- 1
Lesson 1: What is Financial Protection & Why is it Important?
- 2
Lesson 2: What Retirement Planning will do for You and Your Family
- 3
Lesson 3: Types of Insurance
- 4
Lesson 4: Types of Retirement Plans
- 5
Lesson 5: Annuities
- 6
Lesson 6: Facts & Stats
- 7
Key Takeaways
- 8
Activity for Module 1
- 9
Schedule Your Consultation Appointment
2.
Module 2: Your Financial Reality Check
5 lessons
3.
Module 3: Let's Determine Your Future Needs
4 lessons
4.
Module 4: Bridging the Gap--Life Insurance Products as Retirement Options
3 lessons
5.
Module 5: Myths, Mistakes, & Fears
6 lessons
6.
Module 6: Estate Planning
7 lessons
7.
Module 7: Legacy Planning
5 lessons
8.
Module 8: Your Key Takeaways
1 lessons
Your Retirement Blueprint
A comprehensive course designed to help individuals plan and secure their retirement by understanding financial tools and strategies.
US$ 149.99
1 members