Retirement Planning Online

 

 
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Future Course TBA

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Eight Weekly Sessions with Jeremy Shipp  

What You Will Learn

The three retirement income approaches and how they work

Tools for addressing the seven major risks retirees face  

How to use the Circle of Wealth® process for high net worth retirees

You will also learn how to: 

  • Capture a prospect’s attention during your first meeting
  • Separate yourself from other advisors
  • Show the importance of not losing money during the 10 most important years of one’s financial life­
  • Properly position annuities, life insurance, and investments as part of a holistic plan
  • Document your client interactions and conversations
  • Use Spending Game for retirement planning
  • Have high net worth clients buy large amounts of permanent life insurance from you, and thank you for it

What's Included

  • Eight 90-minute sessions
  • Live instructor training and dedicated support answering Q&A during the sessions 
  • Demo case study files
  • Course resource guide (here to review curriculum outline)
  • Group session recordings
  • Recordings archive of COW College 2018's "COW Tools for Retirees" Breakout Session
  • Pre and post course satisfaction surveys
  • Includes early access to the 2020 Release of NextGen which includes Spending Game

Your Instructor

Jeremy D. Shipp, CLU®, RICP®, CFP® (click here to learn more about Jeremy) 

Your Investment: $500 per person

 

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