4. CORPORATE RETIREMENT PLANS

This Course Provides:

5 Hours Life & 5 Hours A&S License
5 Hours - Life Only in Alberta
 

Also valid if you reside in QC

Recognition number: CSF15-03-33683 
Number of PDUs: 5
 
Number of PDUs and topics:

4 in General subject
1 in Group insurance of persons
 
 

This course covers:

  • Overview and introduction to the corporate retirement plan market.

  • The need for Government assistance.

  • Mandatory retirement age policies.

  • The reality of retirement.

  • The 10 retirement misconceptions.

  • Retirement planning as part of the process.

  • Employer options for the employee.

  • The various types and description of the following Corporate Retirement Plans: RPP’s, Group RRSP’s,
    Employee Stock Option Plans, Individual Pension Plans, Deferred Compensation, Retirement Compensation Plans and
    Leveraged Retirement Plans, Exempt Life Insurance.

  • Advantages and Disadvantages of each of the major types of Retirement avenues available to the Employee.

  • Changes to the Federal Pension Benefits Standard Act and how to maximize those changes for
    your clients and prospects.

  • Contribution levels for each type of corporate retirement plan.

  • Pension adjustments.

  • Corporate retirement plan taxation.

  • Some of the main definitions that your will need to be familiar with when dealing with your
    Corporate clients and prospects.

  • The four key questions you should ask about your plan.

  • The protection that is offered in Canada for pensions and investments.

 
 
 




203-4438 Ontario Street

 Beamsville, ON  L0R 1B5

Toll Free Phone 877 524-7121 Toll Free Fax - 866 277-4511

  

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