Tax-Advantaged Retirement Plans – Classroom Equivalent

The purpose of this course is to provide you with the tools to better inform your customers about 401(k), 403(b),and 457(b) Plans. There are three modules in this self-directed classroom equivalent course. Each module is broken down into four sections and at the end of each section you will answer five multiple choice questions. You must answer each section’s interactive questions by scoring at least 70%. If you don’t pass the first time please review that section and simply take the section’s interactive questions again. There are no quizzes and there is no final exam in this self-directed classroom equivalent course.

This course makes a few assumptions about you the student:

• You are a currently licensed Insurance Agent.
• You are interested in additional information, resources, and knowledge regarding the inner workings of tax-advantaged retirement plans.

In insurance, as in all sales fields, the more familiar you are with a product, the more knowledgeable you can be in assisting you clients and ensuring their understanding of products so that they may make clear and concise decisions. If you are planning on selling financial services products, you should dedicate enough of your time to learning how they “work” using resources like this course. You do yourself and your clients a great service when you effectively communicate how insurance and financial services products can benefit them.

What should you know about tax-advantaged retirement plans so that you can be a more effective insurance agent? It’s essential to understand a little background information and terminology about these plans (you will study terms and concepts in Modules One and Two).

This course consists of three one-hour Modules; each module consists of four sections and each section has a required interactive set of questions.

• Module One: History & Overview of 1035 Exchanges
• Module Two: 1035 Exchange Types
• Module Three: 1035 Exchange Process

The state of Texas requires 50% of your Continuing Education hours to be either Classroom or Classroom Equivalent. Our Classroom Equivalent courses do not have a Final Exam - they are completed by reviewing online content and then answering simple interactive questions spaced throughout the course modules.