Learning More

To learn more about income planning, financial advisors can obtain educational materials and programs from many insurance and financial services companies, wholesalers and brokerages.

Other resources include local, state and national professional associations for advisors, planners and representatives.

In addition, the National Association for Variable Annuities, Reston, Va., now offers a Retirement Income Certificate Course through a joint venture with International Foundation for Retirement Planning (InFRE), Lubbock, Texas. Both organizations are nonprofits. The Texas firm specializes in offering retirement management courses for counselors and administrators in government pension programs. The NAVA certificate course suggests a 6-step income management process. Professionals learn to identify the post-retirement risks facing retirees and explain the trade-offs clients must make when converting retirement assets into lifetime income.


Reproduced from National Underwriter Edition, May 21, 2004. Copyright 2004 by The National Underwriter Company in the serial publication. All rights reserved.Copyright in this article as an independent work may be held by the author.