Page 3 - IPI Educational Programs and Resources [2.16.20 Version]

Education, client engagement, and practice management
Financial professionals need advanced knowledge, implementation strategies, and client educational materials to help differentiate themselves—and meet clients’ income planning needs. The Delaware Life Income Planning InstituteSM focuses on the key income planning areas of risk management, distribution strategies, and tax planning.
There are three program levels:
1
The Delaware Life National Sales Consulting team is a dedicated resource to deliver these educational programs. Team members have advanced degrees and designations, including JD, LLM, MBA in nance and marketing, CFP® professional, CIMA®, and CPWA®.
Delaware Life Income Planning InstituteSM
Knowledge, implementation strategies, and client-facing deliverables
Foundational addresses key topics
2 Core builds and expands on those topics
3 Advanced puts knowledge into action with case studies
How to motivate clients to act
Manage retirement risks to help maximize clients’ peace of mind
Retirement income planning best practices
Risk
Customized distribution plans: Case studies and creative solutions
Crucial distribution conversations with clients in their 50s
Three distribution blind spots to watch out for
Distribution
Tax-savvy strategies for affluent clients: Case studies in action
Hidden tax traps
The tax journey: Accumulation to wealth transfer
Tax
Curriculum Guide 3
Foundational Core Advanced