Please sort based on type of credits you would like to earn. Be sure to watch video in it’s entirety, review handouts and take the quiz listed under the program by clicking the “Take Quiz” button.
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Retirement Savings and Income Planning
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Generally, distributions for IRA owners and plan participants' employer plans are optional until the account owner or plan participant reaches their applicable age to start the required minimum distribution (RMDs). Distributions made early can be subject to a 10% additional tax, but exceptions apply.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. When moving IRS and employee plan accounts, the goal is usually to retain tax-deferred status. But one wrong move, one simple mistake, can produce the opposite result—immediate taxability!
Medicare
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course.
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Getting to Know Medicare. Learning Objectives: List the Six Steps of Medicare
- Identify three important Medicare enrollment periods, Name the three essential parts of Medicare, Summarize the Medicare paths (Original Medicare and Medicare Advantage), Define guaranteed issue right
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Preparing for Medicare. Learning Objectives: Name three Medicare myths that can lead to costly Medicare mistakes, Explain two strategies that can help clients deal with Medicare costs, Identify three Medicare preparation tasks to complete before age 65, Describe the role of a my Social Security account in Medicare
Medicare, Medicare
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65
CREDIT HOURS: 2
CE Credit Type
This self-study course is a Premium course. Enrolling in Medicare. Learning Objectives: Name three tips for comparing Medicare plans, Explain how to use the Medicare Plan Finder to assist clients with plan selection, Describe two tips for enrolling online in Medicare, Identify two forms for Medicare enrollment after age 65