Page 4 - IPI Educational Programs and Resources [2.16.20 Version]

Risk planning
Programs
Educational presentations for nancial professionals
Educated nancial professionals have a competitive advantage. That’s why it’s important to stay informed. We provide opportunities to build professionals’ knowledge base, giving them tools to remain competitive.
Retirement income planning best practices
Did you know that three in four retirees prioritize income stability over maintaining wealth?1 Our best practices can help with strategies to prioritize it, too.
You’ll learn how to:
• Utilize a comprehensive approach and reframe client conversations
• Educate clients about risk management strategies in retirement
• Incorporate guaranteed income solutions to provide flooring strategies
Motivate clients to act*
An often-overlooked risk is client inaction. How many times have you suggested a course of action only to have the client say, “Let me think about it”? Here’s how to motivate clients to act.
You’ll learn how to:
• Build trust by focusing on credibility, competence, and a client-centric approach
• Identify and align with client needs
• Shift perception from threats to opportunities
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except California, Colorado, Iowa, Nevada, New York, Tennessee, and Texas.
Manage retirement risks to maximize clients’ peace of mind*
Better address retirement risks while meeting speci c client needs with a modern, solutions-based allocation approach to income planning.
You’ll learn how to:
• Address ve key retirement income planning risks with clients
• Develop and implement a framework to integrate risk management with portfolio allocations
• Create a Retirement Income Policy Statement to capture a client’s needs, wants, and wishes and solutions to meet them
* Approved for one hour of insurance, CPE, and CFP® continuing education credit in all states except New York.
Continuing education (CE) credit
Many of the Delaware Life Income Planning InstituteSM programs are approved for one hour of insurance, CPE, and CFP® continuing education credit in most states.
A voucher for CE courses may be given if the program doesn’t directly offer CE credit. It is good for up to ve free online CE courses. Depending on the state and course, up to 22 CE credit hours can be earned.
1 “2020 Retirement Con dence Survey Summary Report,” Employee Bene t Research Institute, April 23, 2020, p. 41.
4 Delaware Life Income Planning InstituteSM