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  • Course 5: Retirement Savings and Income Planning
    Course 5: Retirement Savings and Income Planning

    Course 5: Retirement Savings and Income Planning

    By: Michael Byrns
    Module 1: Qualified Plan Requirements and Regulatory Plan Considerations, Module 2: Defined Benefits and Other Pension Plans, Module 3: Profit-Sharing and Other Defined Contribution Plans
    7
    Decks
    275
    Flashcards
    1
    Learner
  • MI Life Insurance Exam
    MI Life Insurance Exam

    MI Life Insurance Exam

    By: Danielle Davis
    Chapter 1: General Insurance, Life Insurance Basics, Annuities
    7
    Decks
    388
    Flashcards
    1
    Learner
  • API 575
    API 575

    API 575

    By: Kyle Beilby
    References, Section 4 - Types of Tanks, Section 5 - Reasons to Inspect
    10
    Decks
    196
    Flashcards
    4
    Learners
  • 2021 NYS Life and Health
    2021 NYS Life and Health

    2021 NYS Life and Health

    By: Leo O'Connor
    Chapter 1 - General Insurance, Chapter 2 - Life Insurance Basics, Chapter 3 - Life Insurance Policies
    18
    Decks
    554
    Flashcards
    1
    Learner
  • CFP 515
    CFP 515

    CFP 515

    By: Erin Little
    Chapter 1: Qualified Plan Requirements and Regulatory Considerations, Chapter 2:, Chapter 3: Profit sharing & 401(k) plans
    8
    Decks
    171
    Flashcards
    2
    Learners
  • Estate Planning
    Estate Planning

    Estate Planning

    By: Tom Anichini
    11. Marital Deduction, 17 Generation Skipping Transfer Tax, 7. Gifting Strategies
    21
    Decks
    316
    Flashcards
    1
    Learner
  • CFP Exam | Wrong Ch. ?s
    CFP Exam | Wrong Ch. ?s

    CFP Exam | Wrong Ch. ?s

    By: P C
    Investment Planning | Lesson 6: Bond Valuation, Investment Planning | Lesson 5: Bonds, Investment Planning | Lesson 4: Stock Valuation & Ratio Analysis
    32
    Decks
    300
    Flashcards
    1
    Learner
  • GBA 1
    GBA 1

    GBA 1

    By: Carli Weber
    Module 1 - The Environment of Employee Benefit Plans, Module 2 - Risk Concepts and Employee Benefit Planning, Module 3 - Spectrum of Health Plans
    11
    Decks
    246
    Flashcards
    1
    Learner
  • Life and Health
    Life and Health

    Life and Health

    By: Rose Edwards
    CH 1 General Insurance, CH 2 Life Insurance Basics, CH 3 Life Insurance Policies
    18
    Decks
    602
    Flashcards
    7
    Learners
  • Retirement Savings And Income Planning
    Retirement Savings And Income Planning

    Retirement Savings And Income Planning

    By: Alexander Ling
    Module 1 Qualified Plans Requirements and Regulatory Plan Considerations, Module 2 Defined Benefit and Other Pension Plans, Module 3 Profit-Sharing and Other Defined Contribution Plans
    4
    Decks
    249
    Flashcards
    1
    Learner
  • Health & Life
    Health & Life

    Health & Life

    By: Christie Creech Hite
    Chapter 1 - General Insurance Concepts, Ch. 2 - Accident and Health Insurance Basics, Chapter 3 - Individual Health Insurance Policy General Provisions
    10
    Decks
    859
    Flashcards
    1
    Learner
  • Retirment Planning
    Retirment Planning

    Retirment Planning

    By: John Abel
    Qualified Plans, Deferred Compensation & Employee Benefits, Other Tax-Advantaged Plans
    5
    Decks
    280
    Flashcards
    1
    Learner
  • CFP Retirement & Income Planning
    CFP Retirement & Income Planning

    CFP Retirement & Income Planning

    By: Connor Kirkpatrick
    Qualifed Plans, Profit Sharing Plans, Distributions From Qualified Plans & IRAs
    4
    Decks
    209
    Flashcards
    1
    Learner
  • Employee Benefits
    Employee Benefits

    Employee Benefits

    By: Elim Wu
    Health-Care Plans - Defining and Exploring Health-Care Plans, Retirement Plans - Qualified Plans, Retirement Plans - Types of Defined Contribution Plans
    6
    Decks
    111
    Flashcards
    3
    Learners
  • Topic 4: Recruiting Qualified Applicants
    Topic 4: Recruiting Qualified Applicants

    Topic 4: Recruiting Qualified Applicants

    By: Dhina Mendez
    4.1 Introduction to Recruiting Qualified Applicants, 4.2 Purposes and Importance of Recruitment, 4.3 Recruitment Planning and Programs
    10
    Decks
    106
    Flashcards
    12
    Learners
  • Financing Fundamentals
    Financing Fundamentals

    Financing Fundamentals

    By: Elizabeth S
    Loan Repayment Plans/Loan Types and Clauses, Loan Repayment Plans and Loan Types, Vocab-Loan Repayment/Loan Types & Clauses
    4
    Decks
    110
    Flashcards
    1
    Learner
  • Unit 1: Types of Accounts
    Unit 1: Types of Accounts

    Unit 1: Types of Accounts

    By: Josie Meeks
    Unit 1: Types of Accounts, Unit 1.7: Retirement Accounts, 1.3 Business Accounts
    8
    Decks
    160
    Flashcards
    1
    Learner
  • LAH Course
    LAH Course

    LAH Course

    By: Manny V Aguilar
    Intro to Life Insurance, Law of Contracts and Other Contract Features, Field and Home Office Underwriting and Policy Delivery
    12
    Decks
    707
    Flashcards
    1
    Learner
  • HS326
    HS326

    HS326

    By: Kade Meyer
    Plan Characteristics, Tests, Lesson 4: Profit Sharing plans, stock bonus, ESOP
    6
    Decks
    71
    Flashcards
    2
    Learners
  • Estate
    Estate

    Estate

    By: Madison M
    Methods of Property Transfer at Death, Characterisitics and Consequenses of Property Titling and Estate Planning Documents, Estate Tax Compliance and Tax Calculations, Sources for Estate Liquidity and Power of Appointment, Gifting Strategies, Gift Tax Compliance and Gift Tax Calculation
    10
    Decks
    224
    Flashcards
    1
    Learner
  • CFP - RETIREMENT
    CFP - RETIREMENT

    CFP - RETIREMENT

    By: Jerod Yee
    Intro to Qualified Plans (L1), Pension Plans and Profit Sharing Plan (L2), Administration of Qualified Plans (L3)
    3
    Decks
    52
    Flashcards
    1
    Learner
  • EA Part 1
    EA Part 1

    EA Part 1

    By: Saki K
    Taxpayers and Dependents, Income, IRA, Qualified Ret Plans, Pension, Annuities
    9
    Decks
    121
    Flashcards
    1
    Learner
  • Retirement
    Retirement

    Retirement

    By: Erik Thurnher
    Required Minimum Distributions, General Retirement Planning, Social Security - Family Benefit
    37
    Decks
    304
    Flashcards
    3
    Learners
  • My Review
    My Review

    My Review

    By: Anonymous Student
    CLU - CFP Topics 53 - 73 Estate Planning: Real Property Ownership, CLU - CFP Topics 53 - 73 Estate Planning: Wills and Will Substitutes, CLU - CFP Topics 53 - 73 Estate Planning: Introduction Trusts
    8
    Decks
    67
    Flashcards
    2
    Learners
  • Fundamentals
    Fundamentals

    Fundamentals

    By: Bob Brown
    Life Insurance in a Qualified Plan, Retirement Plans, Fundamentals 1
    3
    Decks
    122
    Flashcards
    1
    Learner
  • (ACA) AFFORDABLE CARE ACT
    (ACA) AFFORDABLE CARE ACT

    (ACA) AFFORDABLE CARE ACT

    By: Frederick Ford
    INTRODUCTION TO ACA, QUALIFIED HEALTH PLANS (QHP), ADVANCED PREMIUM TAX CREDIT (APTC)
    10
    Decks
    110
    Flashcards
    1
    Learner
  • Life & Health Insurance
    Life & Health Insurance

    Life & Health Insurance

    By: Abigail Davis
    Chapter 1, Chapter 2 - Types of Life Insurance Policies, Chapter 3 - Annuity Contracts
    13
    Decks
    137
    Flashcards
    1
    Learner
  • Cfp Self Made Cards
    Cfp Self Made Cards

    Cfp Self Made Cards

    By: laura browning
    Fundamentals - Registered Investment Advisors, Lesson 3 - Economic Business Cycle, Consumer Protection, Lesson 5 - Financial Statements and Analysis
    8
    Decks
    144
    Flashcards
    1
    Learner
  • REC
    REC

    REC

    By: Ellena Ashley
    Understanding The Preparation Of Sales Activities In Recruitment, How To Idenfify Sales Opportunities, The Factors Involved In Qualifying Recruitment Sales Opportunities
    14
    Decks
    139
    Flashcards
    1
    Learner
  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Jacinta Pikunas
    RP & EB - Chapter 1 - Introduction to Qualified Plans, RP & EB - Chapter 2 - Pension vs Profit Sharing Plans, RP & EB - Chapter 3 - Administration of Qualified Plans
    5
    Decks
    25
    Flashcards
    1
    Learner

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