Employer Sponsored Retirement Plans - OH

Insurance Continuing Education in Ohio

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$12.95

4 credit hours

If purchased today, this course must be completed by:
December 31, 2019

Description

This course was designed, constructed and written to provide continuing education in the area of employer-sponsored retirement plans with special attention to the wide variety of qualified plans as well as discussion and education on key areas that all are part of the retirement funding landscape.

It acknowledges and includes examination of 401(k)s, 403(b)s, Simple IRAs, and SEP IRAs available in the marketplace.  It also highlights distribution opportunities and tax consequences for withdrawals that are a fundamental component of qualified retirement accumulation programs.

It is comprised of several Chapters with abundant pages of specialized text along with additional charts, graphs, and other visual tools for enhancing the value of the information as well as to improve recall beyond the course.

It has been constructed to provide the newest agent as well as the veteran agent with a format for gaining new insight into this critical area for Americans as well as current info and regulations pertinent to this area of expertise.

It Informs students about practical and useful realities in the Employer-sponsored qualified retirement plan environment, taxation and distribution issues, and the various economies that relate to providing for future retirement accumulation needs.

It increase student’s specific knowledge about 401(k)s, 403(b)s, Simple IRAs, and SEP IRAs as they relate to accumulating a future retirement “nest egg” through plans offered by their employers.

This course focuses on the student’s overall competency in Employer-sponsored retirement plans. It clarifies the fundamental differences between plan alternatives, explores specialized areas of a variety of approaches, provides a basis for financial analysis between alternatives, and examines approaches for determining retirement accumulation goals.

Exam Details

Need Proctor?No
Question Count:40
Passing Grade:70%
Attempts to Pass:Unlimited
Note: If you choose to request additional credit types while taking this course, the number of exam questions and proctor rules may change to meet those credits' requirements.

Course Details

Course Number:34038
State-Approved Name:Employer Sponsored Retirement Plans
Provider:InsuranceStudy.com
Provider Number:982
Topics Covered:Life and Health, Financial Planning, Life
Approved Credits
4 credits in General
Program Level:Advanced

Rules for Ohio Insurance Continuing Education

  • Course material may not be downloaded.
  • Exam is closed book.
  • For all online and self-study courses there must be an exam which consists of a minimum of 10 exam questions per each hour of approved continuing education credit.
  • All exam questions must be constructed in a four-alternative multiple choice format.
  • Payment is required prior to accessing course materials
  • A provider shall prevent access to the course unit/chapter questions and final exam before the agent reviews the course materials in their entirety.
  • An affidavit of personal responsibility must be completed prior to the processing of credits for continuing education. The affidavit is to be made available only after the course examination is successfully completed.
  • Student information will not be sold or distributed to any third party without prior written consent of the student. Taking the course shall not constitute consent.
  • The state of Ohio charges an additional fee of $1.00 per credit hour.

Provider Rules for Ohio Insurance Continuing Education

  • A course will not be considered complete until all requirements of that course are fulfilled including the review of course material, completion of exam with a passing grade, and the receipt of any additional paperwork that may be required by your state Department of Insurance including but not limited to an Affidavit of Personal Responsibility.
  • State and company regulations must be adhered to at all times. Applicable rules are listed above.
  • A final exam is required at the end of each course. All exams are multiple choice with the quantity of questions increasing exponentially depending on the number of hours available for credit. Each exam attempt will consist of a new set of randomly selected questions and answers.
  • Courses are available for one year from the date of purchase unless otherwise indicated. This time frame may be impacted by state expiration dates, course content updates, or author/company restrictions on availability.
  • Refunds are determined on a case by case basis.
  • Students cannot be guaranteed that they will receive a passing grade.
  • Minimum System requirements are: Internet Explorer 7 or greater, Adobe Flash 8 or greater
  • Student information will not be sold or distributed to any third party without prior written consent of the student. Taking the course shall not constitute consent.
  • Each exam must be answered with a minimum of 70% correct to achieve a passing grade. Some specialty certification or designation courses may have a higher passing standard and those exams will be subject to the higher requirement.

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