Colorado, Insurance, 4 hr Life and Health CE - Post-Retirement Planning for Seniors

Course Overview
This 4-hour intermediate CE course focuses on helping financial professionals support seniors in managing their finances during retirement, rather than on pre-retirement saving. It looks at how employer-sponsored pensions, Social Security, personal savings, and other income sources interact with risks such as inflation, medical expenses, and long-term care needs.

What You Will Learn
The course emphasizes practical post-retirement planning strategies and the importance of listening carefully to each client’s concerns, then integrating those concerns with their actual financial situation to design a tailored retirement income plan. It provides essential knowledge, key questions to ask, and guidance on approaches to preserving and distributing accumulated assets so seniors can maintain financial stability throughout retirement.

Course Format & Benefits
This Colorado CE course is approved by the Colorado Division of Insurance for 4 hours of intermediate-level insurance continuing education credit, with all filing fees included in the course price. It is delivered completely online with no classroom attendance required, giving Colorado licensees a flexible way to meet CE requirements while deepening their expertise in post-retirement planning for senior clients.

Official Course Information
Official Title: Post-Retirement Planning for Seniors
Course Provider: OnLine Training Inc.
Colorado Provider #: 50229
Course Approval #: 58134