2021 2nd Qtr Issue - Estate Planning, Annuites, Social Security

2021 2nd Quarter Issue – InFRE’s most current free retirement newsletter – 1.0 CRC and CFP CE credit

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The quarterly newsletter from the International Foundation for Retirement Education helps retirement professionals keep abreast of what’s happening in the field of retirement readiness, counseling, planning, and income management.

In this most current version of our retirement-specific newsletter, planners will learn about:

  1. “New Horizons in Estate Planning” by Steve Parrish, JD®, RICP®, CLU, ChFC®, AEP®, Co-Director Retirement Income Center and Adjunct Professor of Advanced Planning at The American College. Estate planning is typically not a top of mind for consumers.
  2. “Analyzing the Fixed Indexed Annuity (FIA)” by Tamiko Toland, Director, Retirement Markets, CANNEX. There has been much change in this part of the industry since the original fixed index annuity product (FIA) was introduced in the late 1990s, and quite a lot of change just in the past couple of years.
  3. “Situational Social Security” by Marc Kiner, CPA, National Social Security Certificate Holder, National Social Security Association and Jim Blair, National Social Security Certificate Holder, National Social Security Association. We are contributing authors to the 2021 Social Security & Medicare Facts book published by The National Underwriter Company.

The articles below comprise the 2021 2nd Qtr Issue of Retirement Insight and Trends. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.

Follow the link at the end to access the quiz, and upon passing with 70% or greater you may receive 1.0 hour of CFP®, CRC®, ASPPA, CLU®, ChFC®, CASL and other CE credit!

 

Welcome to InFRE’s July, 2021 Issue of Retirement Insight and Trends

on July 19, 2021

Retirement InSight and Trends is the quarterly newsletter for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® here and […]
Continue Reading this issue of Retirement Insight and Trends here→


 

July, 2021 InFRE Update: Managing Your Retirement Income Workshop

on July 19, 2021

The International Foundation for Retirement Education® (InFRE) is a non-profit 501(c)(3) organization founded in 1997.

InFRE’s Certified Retirement Counselor® (CRC®certification was created to advance recognition among retirement planning professionals of the need for a retirement specific certification program that demonstrates a mastery of subject matter, a commitment to the retirement planning profession, and adherence to a code of ethics and continuing education requirements. […]
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New Horizons in Estate Planning

on July 19, 2021

By Steve Parrish, JD®, RICP®, CLU, ChFC®, AEP®, Co-Director Retirement Income Center and Adjunct Professor of Advanced Planning at The American College

Estate planning is typically not a top of mind for consumers. However, lately, it has been a hot topic. I was surprised earlier this month when I was watching TV, and the local news headline from the 11:00 pm anchor was, “Estate planning is more important after COVID; why you don’t want to do this alone on tonight’s 11:00 news.” […]
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Analyzing the Fixed Indexed Annuity (FIA)

on July 19, 2021

By Tamiko Toland, Director, Retirement Markets, CANNEX

There has been much change in this part of the industry since the original fixed index annuity product (FIA) was introduced in the late 1990s, and quite a lot of change just in the past couple of years. This is a very dynamic part of the industry. […]
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Situational Social Security

on July 19, 2021

By Marc Kiner, CPA, National Social Security Certificate Holder, National Social Security Association and Jim Blair, National Social Security Certificate Holder, National Social Security Association

We are contributing authors to the 2021 Social Security & Medicare Facts book published by The National Underwriter Company. Almost a thousand questions, over 700 pages on Social Security Medicaid, and related topics. It’s an excellent resource for advisors who need to look up answers to questions about Social Security. […]
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Earn 1 free Continuing Education (CE) credit for the July, 2021 Issue of InFRE’s Retirement InSight and Trends

on July 19, 2021

You can earn 1 CRC®, CFP®, ASPPA, and the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) CE credit for the July, 2021 issue of Retirement InSight and Trends.
Click here to access the quiz.
When you have completed the last question, click the “submit” button to submit your final answers. You may not return to review or change your answers after clicking submit or if you close the browser window. You may restart the quiz if needed.
A score of 70% is required to pass the quiz and earn CE credit. You will see your score on your screen upon submitting your answers. An email will automatically be sent to you for your records as proof of successful completion. […]
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