​Life Cycle of a Group Retirement Plan

Online Life Cycle of a Group Retirement Plan Training

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Recommended Sequence (part 4of 4): It is recommended that you take this course last, after taking The Retirement Landscape, Employer-Sponsored Retirement Plans, and Retirement Plan Sponsor Responsibilities.

Life Cycle of a Group Retirement Plan outlines the insurer’s role and responsibilities at all stages of a capital accumulation plan (CAP) life cycle—prospecting, quoting/proposing, selling, implementing, servicing and terminating a group retirement plan. The application of principles of ethical decision making throughout the life cycle of CAP is examined from the perspectives of all parties involved in the group retirement plan—plan sponsor, insurer, plan advisers and plan members.

  • Lesson 1: Prospecting a Group Retirement Plan
  • Lesson 2: Quoting/Proposing and Selling a Group Retirement Plan
  • Lesson 3: Implementing, Servicing and Terminating a Group Retirement Plan
  • Lesson 4: Ethical Decision Making

View full course outline [PDF].

Price: $85 Members
($125 Nonmembers)

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Contact us at (888) 334-3327, option 3 or elearning@ifebp.org.

Team Training

Take advantage of special discounted pricing when you train your team with this e-learning course.

Continuing Education

This course may qualify for Continuing Education (CE) Credit and CEBS CPE.