IRAs - OR
Insurance Continuing Education in Oregon
4 credit hours
If purchased today, this course must be completed by:
October 31, 2021
Professional Continuing Education
This course was designed, constructed and written to provide continuing education for Financial Professionals in the area of individual saving for retirement with special attention to IRAs.
It acknowledges and includes some examination of the Educational IRA (Coverdell Education Savings Account) as well due to the competing needs of retirement and education. It also highlights withdrawals for education expenses that are a common component of the 3 government sponsored accumulation programs.
- Inform students about practical and useful realities in the marketplace, government involvement and the economy that relate to saving for future needs.
- Increase student’s overall competency in retirement issues
- Increase specific knowledge about Traditional, Roth, and Educational IRAs
- Clarify the differences between retirement alternatives
- Provide a basis for analysis for retirement income needs.
- Examine approaches for determining a plan for saving to meet the goal
Rules for Oregon Insurance Continuing Education
- Course material may not be downloaded.
- Exam is closed book.
- Each agent must enroll for the course before having access to course material.
- A student may not access the final exam prior to reviewing all course materials.
- A review quiz is provided at the end of each chapter. The final exam may not be accessed until each review session has been successfully completed.
- Oregon Administrative Rule 836-071-0225(1)(d) limits the number of hours a producer can complete per day to 8. You may NOT start and finish more than 8 hours of continuing education on the same day.
- A course approved in part or in whole as correspondence requires a proctor to be present for the final exam. A correspondence course is any self-study course which includes printed materials as part of the program.
- The state of Oregon charges an additional fee of $1.00 per credit hour.