Recommended Sequence (part 4 of 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].