- Format:Online Self-Paced
- Education Type:Continuing Education
- Line of Authority:Life and Health
- Language:English
- Credit Hours:7
This course provides an overview of the information and tools business’s need to provide benefits for their employees through meeting group benefit objectives, developing executive incentives, and establishing retirement plans, all while managing cash flow and taxation related to these needs.
What You'll Learn
- The types of businesses in business markets and the advantages/ disadvantages of each
- The required qualifications and limitations for specific retirement plans
- The specific elements contained in an income statement and a balance sheet
- The duties of the various roles in a qualified plan
- The types of individual retirement plans and their characteristics
- How contributions, distributions, and withdrawals are handled in retirement plans
What's Included
What to Expect
This online self-paced course allows you to study independently, whenever it is convenient for you. All you need is a device (computer, tablet or smartphone) with internet access.
Regulatory Information
View your state's insurance licensing requirements
Course Provided By: XCEL Solutions LLC.
Course Name: DE Benefit Solutions for Business Markets - 7 Hours
Approved course ID:6000141544