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  • SS Own Cards
    SS Own Cards

    SS Own Cards

    By: Shekar Supanekar
    Lesson 1 of Investment Planning: Fundamentals of Investments, Lesson 2 of Investment Planning: Portfolio Theory, Lesson 3 of Investment Planning: Measuring Return
    35
    Decks
    3,053
    Flashcards
    2
    Learners
  • CFP
    CFP

    CFP

    By: Adam Farid
    Health Insurance, Long Term Care/Disability Coverage, Property And Liability Insurance
    27
    Decks
    1,011
    Flashcards
    17
    Learners
  • Retirement
    Retirement

    Retirement

    By: Leo O'Connor
    Chapter 3 - Qualified Plan Overview, Chapter 4 - Qualified Pension Plans, Chapter 5 - Profit Sharing Plans
    11
    Decks
    640
    Flashcards
    28
    Learners
  • Enrolled Agent: Individual Exam 2020
    Enrolled Agent: Individual Exam 2020

    Enrolled Agent: Individual Exam 2020

    By: susan smaus
    Standard Deduction and Filing Requirements, Due Dates and Penalties, Filing Status: Single, Married Filing Joint (MFJ) and Married Filing Seperate (MFS)
    32
    Decks
    876
    Flashcards
    153
    Learners
  • CFP - Retirement Planning
    CFP - Retirement Planning

    CFP - Retirement Planning

    By: Courtney Kenning
    Qualified Plans, Qualified Pension Plan, Profit Sharing Plans
    8
    Decks
    243
    Flashcards
    8
    Learners
  • Fast Forward Academy Flash Cards
    Fast Forward Academy Flash Cards

    Fast Forward Academy Flash Cards

    By: Laura Ivers
    Citizens And Dependents, Filing Status, Wages, Salaries and Other Earnings
    113
    Decks
    4,384
    Flashcards
    10
    Learners
  • CFP 3/17
    CFP 3/17

    CFP 3/17

    By: Kimberly Papik
    Financial Planning Process, Insurance, Ethics and Law
    48
    Decks
    772
    Flashcards
    30
    Learners
  • CFP Exam Prep
    CFP Exam Prep

    CFP Exam Prep

    By: Marques Young
    Fundamentals & Insurance - Ethics, Law & Code of Ethics, Fundamentals & Insurance - RIAs, Elements of Financial Planning _ Behavioral Considerations _ Economic Business Cycle & Consumer Protection, Fundamentals & Insurance - Financial Statements & Analysis _ Education Planning _ Principles of Insurance
    21
    Decks
    561
    Flashcards
    2
    Learners
  • Test your recall
    Test your recall

    Test your recall

    By: Anonymous Student
    Key Facts and Figures, Key Ratios, GPFP - 1
    38
    Decks
    1,255
    Flashcards
    3
    Learners
  • Insurance
    Insurance

    Insurance

    By: Patrick H
    General Insurance, HI regulation, Medical And Dental Plans
    17
    Decks
    647
    Flashcards
    9
    Learners
  • SIE SELF STUDY
    SIE SELF STUDY

    SIE SELF STUDY

    By: Kris Queen
    Regulatory entities agencies and market participants, SUITABLE RECOMMENDATIONS SUMMARY, SALES PRACTICES
    18
    Decks
    535
    Flashcards
    18
    Learners
  • Employee Benefit Final
    Employee Benefit Final

    Employee Benefit Final

    By: Jessa Siefertson
    Ch. 7 Qualified Plan Rules, Ch. 14 Defined Benefit Pension Plan, Ch. 15 Cash Balance Pension Plan
    11
    Decks
    210
    Flashcards
    7
    Learners
  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Omen Quelvog
    Qualified Plans Requirements, DB Plans, PS and DC Plans
    8
    Decks
    256
    Flashcards
    1
    Learner
  • Retirement Planning & Employee Benefits
    Retirement Planning & Employee Benefits

    Retirement Planning & Employee Benefits

    By: Tim Wiand
    Introduction to Qualified Plans (Lesson 1), Pension Plans and Profit Sharing Plans (Lesson 2), Administration of Qualified Plans (Lesson 3)
    5
    Decks
    706
    Flashcards
    3
    Learners
  • Disability Insurance
    Disability Insurance

    Disability Insurance

    By: Victor Gamboa
    Rules & Regulation, Health Insurance Markeitng Practices, Disability Income And Related Insurance
    9
    Decks
    276
    Flashcards
    1
    Learner
  • Retirement Plans Final
    Retirement Plans Final

    Retirement Plans Final

    By: Hannah Nearey
    Distribution Of Qualified Plans, Plan Selection and Administration, IRAS and Roth IRAS
    5
    Decks
    91
    Flashcards
    3
    Learners
  • Retirement Planning
    Retirement Planning

    Retirement Planning

    By: Tommy Boye
    CH 1 - Pension & Retirement Planning Overview, CH 2 - The Retirement Field, CH 3 - Preliminary Concerns
    25
    Decks
    367
    Flashcards
    6
    Learners
  • Retirement
    Retirement

    Retirement

    By: Jeff Kort
    Defined Benefit Plans, Qualified Plans, Other Tax Advantaged Plans
    10
    Decks
    209
    Flashcards
    10
    Learners
  • Retirement Planning and Employee Benefits
    Retirement Planning and Employee Benefits

    Retirement Planning and Employee Benefits

    By: Susanna Pinto
    1. Retirement Needs Analysis, 2. Qualified Retirement Plans, 3. Non-Qualified Plans
    12
    Decks
    487
    Flashcards
    1
    Learner
  • Life Insurance Course
    Life Insurance Course

    Life Insurance Course

    By: Maria Rodriguez
    General Insurance, Life Insurance Basica, Life Insurance Policies
    12
    Decks
    630
    Flashcards
    5
    Learners
  • Health and Life Insurance Industry (ExamFX)
    Health and Life Insurance Industry (ExamFX)

    Health and Life Insurance Industry (ExamFX)

    By: Jade SL
    Ch. 1 (General Insurance), Ch. 2 (Life Insurance Basics), Ch. 3 (Life Insurance Policies)
    7
    Decks
    234
    Flashcards
    18
    Learners
  • GS 849 Charitable Strategies
    GS 849 Charitable Strategies

    GS 849 Charitable Strategies

    By: Kelli Kurtz
    Assignment 1: Case of Jill Donor, Assignment 2: Tax Framework For Charitable Giving, Assignment 3: Charitable Remainder Trusts, CGAs, and Single-Premium Immediate Life Income Annuities
    9
    Decks
    398
    Flashcards
    16
    Learners
  • CFP Pre-Study Flashcards
    CFP Pre-Study Flashcards

    CFP Pre-Study Flashcards

    By: Riley Giauque
    Retirement Planning and Employee Benefits - Lesson 1 (Introduction to Qualified Plans), RP and EB - Lesson 2 (Pension Plans and Profit Sharing), RP and EB - Lesson 3 (Administration of Qualified Plans)
    4
    Decks
    264
    Flashcards
    1
    Learner
  • CHFC HS 326 PLANNING FOR RETIREMENT NEEDS
    CHFC HS 326 PLANNING FOR RETIREMENT NEEDS

    CHFC HS 326 PLANNING FOR RETIREMENT NEEDS

    By: Laura Golden
    CHAPTER 2 ACCUMULATION & DISTRIBUTION, Chapter 3 Qualified Plan Overview, Chapter 4 Qualified Pension Plans
    10
    Decks
    285
    Flashcards
    1
    Learner
  • Retirement Savings and Income Planning
    Retirement Savings and Income Planning

    Retirement Savings and Income Planning

    By: Christopher Marrone
    Retirement Needs Analysis, Social Security and Medicare, Medicaid
    11
    Decks
    355
    Flashcards
    3
    Learners
  • ChFC - Retirement Planning & Employee Benefits
    ChFC - Retirement Planning & Employee Benefits

    ChFC - Retirement Planning & Employee Benefits

    By: Jose Ledesma
    02. Retirement Planning Accumulation & Distributions, 03. Qualified Plan Overview, Calculations & Formulas
    5
    Decks
    58
    Flashcards
    2
    Learners
  • Primerica Life Insurance
    Primerica Life Insurance

    Primerica Life Insurance

    By: Tyler Vanderhoff
    General Insurance, Life Insurance Basics, Life Insurance Policy Provisions, Riders, and Options
    7
    Decks
    219
    Flashcards
    4
    Learners
  • HS326 Planning For Retirement Income
    HS326 Planning For Retirement Income

    HS326 Planning For Retirement Income

    By: Ashleigh Baratta
    Chapter 2: Retirement Planning Accumulations and Distributions, Chapter 3: Qualified Plan Overview, Chapter 4: Qualified Pension Plans
    5
    Decks
    169
    Flashcards
    1
    Learner
  • CFP 5 - Retirement Savings and Income Planning
    CFP 5 - Retirement Savings and Income Planning

    CFP 5 - Retirement Savings and Income Planning

    By: Mike Hcolluccm
    105-1 Qualified Plan Requirements & Regulatory Plan Considerations, 105-2 Defined Benefit & Other Pension Plans, 105-3 Profit-Sharing and Other Defined Contribution Plans
    10
    Decks
    164
    Flashcards
    6
    Learners
  • Retirement
    Retirement

    Retirement

    By: Madison M
    Retirement Planning, Social Security, Types of Retirement Plans
    10
    Decks
    210
    Flashcards
    1
    Learner

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