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AIB - RETIREMENT PRODUCTS FOR SMALL BUSINESSES
Delivery Methods: This
course is available in the following formats:
·
ABA eLearning Self-paced online course
Price: $95 members; $130 non-members ENROLL NOW
·
Handbook and
Trainer's Guide -
Tools for in-house training
Course Description: Retirement Products for Small Businesses teaches
students how to refer small business clients to retirement product
specialists successfully, by learning about retirement products, small
business needs and the referral process. The course begins with an overview
of the small business market and the opportunities that exist to sell
retirement products to small business owners. Students will learn referral process steps, how to match client needs, and how to
refer them to a retirement specialist using the H.E.L.P. tool.
Audience: Bank personnel responsible for managing small business
relationships with responsibilities for referring and/or selling retirement
services and products.
Learning Objectives:
After completing this course,
students will be able to:
·
Define the
benefits associated with retirement planning for the small business owner
·
Identify
various retirement products appropriate for small business owners
·
Compare
characteristics of various retirement products
·
Match
characteristics of retirement products to small business owners' needs
·
Refer small
business clients to retirement specialists using the H.E.L.P tool
Prerequisites: None, although knowledge of the banks retirement
products is helpful
Course Credits: AIB credits - 0.25; ICB credits - 0.00
For further information,
please call Elisa Legg at
212-297-1679 or elegg@nyba.com.
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