Service and Product Providers
Managing retirement income is a specialty within the retirement services industry that is evolving as rapidly as 78 million Americans retiring in the years to come. Although the perception of the retirement that awaits boomers is largely based on the experiences of their older relatives and friends, the reality may be different without careful risk assessment and planning.
As a provider of retirement services or products, advisors rely on your retirement professionals to provide up-to-date training that corresponds to their clients' unique needs. In order to take a consultative approach, your representatives must demonstrate the knowledge, accomplishment and skill necessary to inspire confidence in their expertise, which translates into growing brusiness for you. How can your retirement professionals help advisors be on the leading edge of success?
The InFRE® Retirement Resource Center (IRRC) offers best-practice retirement income management education and training solutions. We can help you create a productive and profitable advisor education program using our Four Stages of Retirement LiteracyTM . We guide learners through a process from discovering what they need to learn, to mastery of how to create a practical and suitable retirement income plan. We do not endorse particular financial products, but rather a retirement income decision-making process which will help your representatives help advisors meet the growing retirement planning needs of their clients.
To date, we have helped train more than 15,000 advisors how to meet the challenges of identifying and managing retirement risks and income. Our training solutions are organized by The Four Stages of Retirement LiteracyTM below. Browse our featured products to help your organization identify how to best meet advisor needs with our best practices education and training solutions.
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
After offering training programs to advisors you may find that they want more. Our Signature Series is a special offering of products bundled together to provide optimal training and education at a savings. You can help point your advisors in the right direction and add value to your relationship at the same time by offering discounts on additional Strategies for Managing Retirement Income self-study courses, CRC® certification and our FINRA reviewed Client Workshop.
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As a retirement income management provider, you are who others look to for leadership in this growing specialty. How knowledgeable is your advisor corps? Find out by forwarding InFRE’s Retirement Knowledge Questionnaire to your advisors. This FREE assessment tool is designed to set the standard for best practices in measuring, planning, and managing education results and knowledge at the advisor and organizational levels. You'll save time and money in planning continuing education for your retirement professionals. Your advisors will be grateful for the roadmap that shortcuts their learning process. Your clients will be grateful to know that they have knowledgeable professionals at the helm! |
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As a retirement income planning service or product provider you want the best-educated advisors representing you. You are a beacon of the industry, and want to help advisors offer practical and suitable retirement income management solutions. You have an implicit understanding of the value to your organization's adisors offering the most informed, current, and applicable advice to their clients. How can you be sure your advisors are as knowledgeable as they need to be? We have a number of leading edge programs that will educate retirement professionals in this biggest trend to hit the industry in more than twenty years. Whether you need to train retirement professionals or your internal sales and support staff we have retirement income planning courses that can be delivered on a contract basis or licensed for use by your own instructors. Most courses have also been approved for state insurance and CFP CE credit. We offer solutions for individual advisor study such as the Introduction to Managing Retirement Income, an industry standard for your support staff to learn the issues specific to retirement accumulation. Our Managing Retirement Income live courses such as the Strategies for Managing Retirement Income Live Workshop can be delivered in instructor-led workshops that will educate and inform advisors in a classroom setting. Courses are available in various elearning, print, audio and live formats for individual and group study.
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You want your advisors to be able to better help their clients make critical retirement decisions and you want your service representatives to take a more consultative approach when working with advisors. As the demand for retirement income management specialists grows, you want to be sure your organization has the certified and accredited personnel that will keep you as a provider at the top of the industry. How can you build client confidence in your advisors? Have your retiement professionals become Certified Retirement Counselor® (CRC®) certificate holders. An advisor's CRC® designation inspires confidence in clients that the financial professional they chose to guide them has achieved a high professional level of ability. The CRC® was designed by the International Foundation for Retirement Education (InFRE), a 501(c)(3) non-profit organization, in 1997 under the academic guidance of Texas Tech University, to enable retirement professionals understand how to manage the increasingly complex challenges facing today's retirees. This accredited certification demonstrates in a tangible way that your sales representatives have attained the knowledge and experience necessary to be an industry leader, adhere to a code of ethics, and made a commitment to ongoing education. As the only other financial certification independently accredited other than the CFP® program, CRC® certification will allow your team to be recognized and respected as true retirement professionals. While preparing for the CRC® exam, representatives may also earn CE credits for state insurance and CFP® requirements. Obtaining CRC® certification requires registration, preparation for and passing of the CRC® exam, and completing the certification eligibility requirements. Advisors should register on the InFRE site to begin the certification process at least 90 days before they wish to take the exam. As InFRE® 's exclusive distributor, we at IRRC make the CRC® study guides available to you for purchase separately or bundled together at a discount in the IRRC store. 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: educated clients are your best clients. Gather, grow and retain retirement assets with financial education... simply well-designed® . Your educated clients are your best clients. Make use of the wealth of information your advisors have acquired by having them offer workshops to clients. Our FINRA reviewed Client "Managing Retirement Income" Educational Marketing Workshop allows advisors to help clients understand how retirement income planning is different from creating a retirement nest egg. By doing so, they will have more one-on-one meetings that are more like a second or third meeting instead of a first and in so doing will allow them to be more productive while creating sound retirement income solutions based on a process not just a product. Keep your advisors on the cutting edge with the retirement-specific Continuing Education courses offered by the IRRC. Learn more about other continuing education programs that will allow your retirement professionals expand their retirement planning expertise and meet ongoing CRC CE requirements by contacting Kevin Seibert at (847) 382-9032 or click here to review course offerings.
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InFRE® Retirement Resource Center (IRRC)
Your one-stop solution for Retirement Income Management education and training
