| Americans are retiring at a record pace. In fact, in the next 20 years, millions of Americans will be turning 60. And, according to census data, Americans aged 85 and over are the fastest growing segment of our population. The growth of these demographics has led many firms to gear their marketing and sales practices toward seniors and those nearing retirement. Therefore, to maintain ethical business practices, firms must increase their awareness of the unique concerns surrounding senior investors. This course will cover suitability, tax treatment, and regulatory rules regarding sales practices for variable annuities with a focus on clients who are senior citizens. |
