Life & Death Planning for Retirement Benefits

Get CE credits for reading Natalie Choate’s book!

The CE credits described here are for the 6th edition (2006) of Life and Death Planning for Retirement Benefits. A self-study program has not yet been approved for the 7th edition (2011).

I have given permission to Broker Educational Sales & Training Inc. (BEST), a nationally approved provider of regulatory continuing education, to administer my book, Life and Death Planning for Retirement Benefits, 6th Edition, for continuing professional education credits in all 50 States and the District of Columbia. State Insurance CE credits will vary from 21 hours to 40 hours of correspondence/self-study credit. To receive the credits you must take a 50 question test (either on-line or in paper format) and receive a passing grade of 70% or higher. To view the State Insurance CE credits approved for your state and for CFP and CIMA credits visit www.brokered.net/nchoatereg.html or call 800-345-5669. You can buy the book and test as a package, or just the test if you already own the book. Broker Educational Sales & Training, Inc. is currently submitting the 7th Edition (2011) for State Insurance and Advanced Designation credits.

Attention financial planners: Beacon Hill Financial Educators is another company that has received approval for its self-study test (in this case for CFP credits) based on Life and Death Planning for Retirement Benefits (6th ed. 2006). At their website www.bhfe.com you can buy the book and sign up for the self-study test to qualify for credits for a combined price of $149.

The 7th Edition of Life and Death Planning for Retirement Benefits is Here!

The new 7th edition (2011) of Natalie Choate’s classic book, the practitioner’s “bible” for understanding their clients’ IRAs and other retirement plans, tells you everything you need to know about rollovers, Roth conversions, minimum distributions, making retirement benefits payable to trusts, pre-age 59½ distributions, how to recover after-tax money from IRAs and plans, and much much more.

Learn more and order this edition.