Retirement InSight and Trends is the quarterly newsletterr for the International Foundation for Retirement Education’s Certified Retirement Counselors® (CRC®s) to help retirement professionals with the practical application of new retirement readiness, counseling, planning and income management concepts for the mid-market. Find out more about the CRC® and InFRE here.
This issue is no longer eligible for CE credit. Click here to see other free issues that you may read. Recent issues are eligible for CRC®, CFP®, CRPC®, ASPPA, the American College’s Professional Recertification Program (CLU®, ChFC®, CASL) and other CE credit when you pass the online exam.
The articles below comprise this retirement-specific newsletterr. Click on the links below to read each article online separately, or click here to view and print the issue in its entirety.
- “New Horizons in Estate Planning” by Steve Parrish, JD®, RICP®, CLU, ChFC®, AEP®, Co-Director Retirement Income Center and Adjunct Professor of Advanced Planning at The American College. Estate planning is typically not a top of mind for consumers.
- “Analyzing the Fixed Indexed Annuity (FIA)” by Tamiko Toland, Director, Retirement Markets, CANNEX. There has been much change in this part of the industry since the original fixed index annuity product (FIA) was introduced in the late 1990s, and quite a lot of change just in the past couple of years.
- “Situational Social Security” by Marc Kiner, CPA, National Social Security Certificate Holder, National Social Security Association and Jim Blair, National Social Security Certificate Holder, National Social Security Association. We are contributing authors to the 2021 Social Security & Medicare Facts book published by The National Underwriter Company.
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