Phillip Lyons, Shareholder, InSource has earned the Retirement Income Certified Professional (RICP) professional designation from The American College of Financial Services, Bryn Mawr, PA.
Candidates for the RICP must complete a minimum of three college level courses and are required to pass a series of two-hour proctored exams. They must also have three years of experience, meet stringent ethics requirements, and participate in The College’s continuing education program.
The RICP educational curriculum is the most complete and comprehensive program available to professional financial advisors looking to help their clients create sustainable retirement income. The rigorous three-course credential helps advisors master retirement income planning, a key focus area not fully covered in other professional designation programs. From retirement portfolio management techniques and mitigation of plan risks to the proper use of annuities, employer-sponsored benefits and determining the best Social Security claiming age, the RICP provides a wealth of practical information for advisors.
Using the most current techniques, an RICP identifies retirement income needs and objectives and evaluates a client’s current situation relative to those goals. Individuals who earn a RICP can provide expert advice on a broad range of retirement topics including income needs and objectives, estate issues and other risks to the retirement income planning, Social Security, health insurance and housing decisions, as well as income taxation.
Lyons has a long standing history in the Miami area dating back to his service in the United States Air Force at Homestead AFB, 1975-1980, and graduating from Florida International University with a Bachelor’s Degree in Business Management in 1979. He has served as President of the South Miami-Kendal Jaycees; South Dade Life Underwriters Association; and Chairman of Chamber South.
Phillip C. Lyons, RICP, may be contacted at InSource Insurance, 9500 South Dadeland Blvd #400, Miami, Fl 33156, or by calling 305-670-5337.
The American College is the nation’s largest non-profit educational institution devoted to financial services. Holding the highest level of academic accreditation, the College has served as a valued business partner to banks, brokerage firms, insurance companies and others for more than 86 years. The American College’s faculty represents some of the financial services industry’s foremost thought leaders. For more information, visit TheAmericanCollege.edu.