Retirement Products for Small Business

Course Number: RPSB1

Course Code: n/a

Explores advantages to small businesses when offering retirement plans and the five retirement products and their general characteristics to match to specific client business needs. Compares client needs throughout the business life cycle to product characteristics. Introduces a referral process to make effective client referrals to retirement specialists.

Learning Objectives
After completing this course, students will be able to:
– Define the benefits associated with retirement planning for the small business owner
– Identify various retirement products appropriate for small business owners
– Compare characteristics of various retirement products
– Match characteristics of retirement products to small business owners’ needs
– Refer small business clients to retirement specialists using the H.E.L.P tool

Audience: Bank personnel responsible for managing small business relationships with responsibilities for referring and/or selling retirement services and products

Prerequisites: n/a

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Member Price: $95.00
Non-Member Price: $130.00
Textbook Charge: $0.00

Credits: ICB: 1.25 CLBB

Length: 2 hours

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