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This course provides an in-depth exploration of the SECURE Act, which took effect on December 31, 2019. Students will gain a thorough understanding of how the SECURE Act impacts retirement and estate planning strategies. Key highlights include an analysis of the elimination of stretch IRAs, positioning life insurance as a more favorable option for estate planning. By the end of this course, students will be equipped with essential insights to adapt their planning approaches in response to these legislative changes.

​Learning Objectives:

Upon successful completion of this course, you will confidently be able to:

• Explain how post-death payouts work under the SECURE Act,
• Apply the 10-year payout rule with your clients, and
• Navigate how post-death payouts may change based on the type of beneficiary you are working with.

Course Syllabus

To begin, click on Course Material below. As you move through the lessons, make sure to mark each lesson complete, and then click Next Lesson at the bottom of each page. Once you complete the entire course, the progress bar will show 100%.