Page 16 - IPI Educational Programs and Resources [2.16.20 Version]

Educate clients:
Seminars, articles, and worksheets
Client seminars
Designed to help nancial professionals get in front of more clients, these seminars offer opportunities to speak knowledgeably on important issues and suggest solutions to today’s nancial challenges. Each seminar is approximately 60 minutes.
IRA need-to-knows
Retirement income is largely a client’s responsibility. That’s why it’s vital that they have a solid understanding of IRAs, including contributions, rollovers, conversions, withdrawals, taxation, and legacy planning.
The tax journey: Accumulation to wealth transfer
Clients need to make tax-ef cient decisions, from saving for retirement to spending savings in retirement. There are also important tax decisions when leaving assets to heirs.
Dynamic income planning
A solid retirement income plan that works no matter what the market is doing is critical for clients. That means dynamic income planning—having the right type and combination of assets in place to ensure reliable income.
Social Security and Medicare: Making the right choice
To maximize Social Security, clients need to understand how and when to le for bene ts. This seminar will help them understand Social Security so they can have a productive conversation with nancial professionals.
Key estate planning steps for everyone
Even clients with less than $1 million in investable assets need an estate plan. Help them understand ownership, titling, bene ciary designations, and the key documents needed to ensure an orderly asset disbursement.
16 Delaware Life Income Planning InstituteSM