Advisors
You are a financial advisor with clients asking how they can harvest their retirement nest egg to create a lifetime income plan. Retirement Income Management is the biggest trend to hit the financial planning industry in over twenty years, driven by a client demand that is sparked by the longevity of the aging American population and rapidly changing economic environment. Are you looking for credible, practical training solutions that both teach what you need to know and show how to manage retirement income? We can help you fortify your retirement income management expertise.
As financial advisors ourselves, we realized several years ago that there was a great need for a program to train people like us in a way that was informative, engaging, targeted *specifically* at the body of information we need to know, and most importantly, in a format that we learn best. We developed a signature series of industry-leading and application-oriented training solutions that provide the expert resources and sound planning techniques advisors need to meet the challenge of creating retirement income plans for their clients. This training is offered in instructor-led elearning, print and audio formats. We even have a FINRA-reviewed client-education workshop to help you productively obtain immediate results with your new knowledge!
Join the over 15,000 retirement professional who have come to us to learn how to plan for and manage retirement income and risks. The InFRE® Retirement Resource Center is a one-stop shop for financial advisors seeking to fortify their retirement income management expertise, from just starting to specialize, through achieving mastery. To help you on your path to becoming a retirement income expert, our training solutions have been organized into The Four Stages of Retirement LiteracyTM. Start the process of helping your clients retire with confidence beginning with Stage 1- Assessment, and continue until you achieve mastery.
Continuing Education Credits
Many of the training solutions offered also provide an opportunity to earn continuing education credits for CFP® and state insurance license requirements. Contact Kevin Seibert at (847) 382-9032 or click here to review course offerings.
Signature Series Training and Education Resources
Our Signature Series is a special offering of products bundled together to provide optimal training and education at a savings. Whichever stage of Retirement Literacy best describes you, there is a Signature Course that will meet your need to learn more by providing you with the right educational resource.
The Four Stages of Retirement LiteracyTM |
Featured Products
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You have chosen to be a financial advisor with a specialty in managing retirement income. How do you measure where you stand in this growing field? Stage 1 of Retirement LiteracyTM is the process of discovering what you need to know to serve your clients and to meet your professional expertise, certification, and mastery objectives. |
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There is no one way to create an income plan for clients that will manage all the risks they have during their retirement years. How can you know everything you need to be aware of to help your clients prepare for their retirement with confidence? We offer a variety of different products in the second stage of retirement literacy, including our Signature Series industry leading Strategies for Managing Retirement Income Guide for Professionals Package, an in-depth multi-format self-study course package at a superb value. |
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You're an advisor who has a good understanding of the variety of ways you can help your clients bridge the gap between where they are and where they need to be to have the retirement they desire. Become a Certified Retirement Counselor® (CRC® ) and be recognized and respected as a retirement professional. The CRC® is InFRE®'s accredited retirement-specific certification program, designed specifically to enable financial professionals like you to manage the increasingly complex challenges facing today's retirees. Certification builds client confidence in your abilities. Consumers ask experts who they should go to for help and advice. The resounding answer: an advisor who's certified from an accredited source. As the only other financial certification independently accredited other than the CFP® program, CRC® certification will allow you to be recognized and respected as a true retirement professional. Obtaining CRC® certification requires registration, preparation for and passing the exam, and completing the certification eligibility requirements. Go to the InFRE site to begin the process toward your certification at least 90 days before you wish to take the exam. Contact Kevin Seibert for more information on pending state insurance and CFP® CE credit. Click here to see study guides and review materials that are available for CRC® candidates and other retirement professionals who would like to add this comprehensive retirement resource to their library. Note: Each CRC® course has been approved for 7.5 hours of CFP® CE credit; state insurance CE credit pending. Contact Kevin Seibert at kseibert@infrerrc.com or (847) 382-9032 for more information.
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Click below to view FREE Demos of the CRC® Study Guides.
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It's no secret to advisors around the country: Educated clients are the best clients. Educating your clients helps them to help themselves obtain their personal objectives for their golden years. And, satisfied clients are the very best acknowledgement of the service you provide. You already educate your clients one-by-one. Why not teach a workshop that will serve several clients at a time? Compare the cost of running a workshop with the cost of advertising. Word-of-mouth referral is one of the most effective ad campaigns you can have! Our Signature Series fully scripted Client "Managing Your Retirement Income" Educational Marketing Workshop provides you with a 75-90 minute presentation in which you teach your clients about the risks and considerations they need to know to have the retirement they want. Participants receive FINRA-reviewed client course workbooks and income planning worksheets to complete at home for use in post-program, or during one-on-one meetings with a retirement advisor like you. You owe it to yourself and your clients to consider holding a Client Education Workshop soon!
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Don’t wait for your future to come to you… FORTIFY YOUR EXPERTISE TODAY!
InFRE® Retirement Resource Center (IRRC)
Your one-stop solution for industry-leading education, training, and certification for retirement professionals.
Financial education... simply well-designed.® is a registered trademark of Discover Learning, Inc.
