This course 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 plan sponsors, insurers, plan advisers and plan members.
Recommended Sequence: It is recommended that you take this course last after The Retirement Landscape, Employer-Sponsored Retirement Plans and Retirement Plan Sponsor Responsibilities.
Find Out More:
No Course Extensions: This course is available for 180 days from the date of purchase. No course extensions will be granted and the course will need to be repurchased if it expires.
Learning Accommodations: Please call (844) 809-2698, Option 3 or email us at firstname.lastname@example.org if you need any accommodations to facilitate your learning.
CEBS Continuing Professional Education (CPE) Credit
Continuing Education (CE) Credits/HRCI Recertification