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CRC 4 Fundamentals of Retirement Income Management Print

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In InFREs CRC #4 you will study InFREs unique Retirement Income Management content. This guide allows professionals to finalize the knowledge needed to create a lifetime income stream after retirement. The focus is on how to use a process to help clients evaluate and manage retirement risks.

CRC#4 teaches you to coordinate the work you do as a retirement professional with other advisors essential to the retirement planning process. Topics include:

  • Retirement accumulation model
  • Retirement income management model
  • Determining client retirement income and expense gaps
  • Managing retirement risks
  • Identification of client tax and estate planning issues and opportunities
  • Converting resources into income
  • Working with other professionals
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