Producer Path Enrollment - Course 06 of 06
The Retirement Income Architecture
Learn how to connect Social Security, Medicare, taxes, annuities, IUL, legacy, and income planning into a planning-first client conversation.
Course 06: The Retirement Income Architecture
$597 one-time
This advanced course helps producers think like retirement income architects. It moves from the retirement income problem into Social Security timing, Medicare, tax planning, integrated product strategy, plan construction, high-net-worth conversations, legacy transfer, and specialist positioning.
- 12 retirement-income lessons for Producer Path students
- Retirement income planning, Social Security, Medicare, and retirement tax strategy
- Integrated IUL and annuity architecture for client income plans
- Legacy, high-net-worth positioning, client presentations, and specialist practice development
For pre-launch purchases, enrollment is recorded now and course access is released during the launch access window.
14-Day Money-Back Guarantee. To qualify for a refund, you must complete Module 1 of the course you purchased within 14 days of your purchase date and submit a refund request in writing to [email protected]. Refund requests are reviewed within 3 business days. No refunds will be issued after 14 days, for non-engagement, upon completion of the full course, or without verified module completion.
