WELCOME BACK:
CONTINUING EDUCATION CREDIT TRAINING for
PROFESSIONALS
and
Certified URSLA Reviewer and Educator Candidates
You have reached the TRAINING LINK PAGE TO
MODULES B, C, and D
| FROM THIS PAGE.... |
 | YOU SIGN UP FOR YOUR CONSUMER WEB-BASED SOFTWARE |  | CLICK ON PHOTO |
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| YOU HAVE ACCESS TO MODULES B, C, and D EACH MODULE HAS: * INTRO PAGE * VIDEO & ASSIGMNEMT PAGE * EXAM PAGE |  | CLICK LINKS AT THE BOTTOM OF THIS PAGE |
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 | UPON COMPLETION OF MODULES B, C and D APPLY FOR CREDIT HERE Your Continuing Education Credit is awarded and you determine next steps (You may choose to sign up for Modules E, F, G and H. (Module E includes CLIENT MANAGEMENT AND GIFT PACK MARKETING PROGRAM software) |  | CLICK ON PHOTO |
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Putting the pieces together
CONTINUE YOUR TRAINING HERE:
| LINKS TO MODULE B, C and D INTRODUCTION PAGES |
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| You have completed MODULE A | Now we focus our training around data input fields and use the WHEN-Score to look at the following... |
| MODULE B | URSLA: TAB 1 The first critical set of variables every professional needs to know and every consumer must control for financial peace of mind. Setting the foundation for retirement resource longevity. Focus on Base Data, Working Age, Age When Retiring, Social Security and Pensions issues professionals and consumers need to know |
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| MODULE C | URSLA: TAB 2 Reality and the future - keeping our eyes open. The dangers of using a crystal ball and the wisdom of making the most of historic data and lessons about new paradigns. Has retirement planning moved from asset management to risk management? |
Focus on Savings during work years, Home Value, Investment Allocation and Long Term Care issues - while viewing the impact of changes in each |
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| MODULE D | URSLA: TAB 3 | Damage Control. When things turn out different than what a client plans or expects, what base consumer strategies work? What is the impact of debt and how does your client make realistic spending plans to enhance financial resource longevity? |
Focus on CRITICAL FACTORS - Debt, Mortgage, Introduction to Reverse Mortgage, Determining how to identify income and spending varibles for years in retirement and understanding the impact and effect of each on retirement resource longevity |
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