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National College Credit Recommendation Service

Board of Regents  |  University of the State of New York

LOMA | Evaluated Learning Experience

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Retirement Marketing and Business Acquisition (SRI 220)


Varies; independent study. 

Various; distance learning format.

September 2015 - May 2023. 

Instructional delivery format: 
Online/distance learning
Learner Outcomes: 

Upon successful completion of this course, students will be able to: describe the primary stakeholders in the retirement marketplace and the role each plays in providing retirement solutions; explain the marketing principles and the strategies companies use to segment markets, differentiate their brand or products to gain competitive advantages, and position themselves in the retirement market; describe the product development process and primary product development strategies; describe how provider companies design and install retirement plans in retail and institutional markets; explain the regulatory requirements for the design of qualified retirement plans; describe annuity product design and annuity new business processing; describe the business acquisition process in both institutional and retail markets, including the roles and actions of major participants in the distribution process; describe the personal selling process, its benefits, disadvantages, and unethical sales practices, compensation methods, contract negotiation, and contract implementation; identify the steps involved in measuring product/plan performance and evaluating customer satisfaction; and explain how successful customer experience management (CEM) programs help create, maintain, and manage long-term relationships with retail and institutional customers.


Retirement Marketing and Business Acquisition (SRI 220) is an online interactive course that introduces the companies and individuals involved in retirement marketing. It takes learners through the general steps in the business acquisition process for both institutional and retail retirement markets, with a primary focus on technical design and distribution strategies. The course also examines strategic marketing issues such as government policies, consumer behaviors, and economic conditions.

Credit recommendation: 

In the lower division baccalaureate/associate degree category, 3 semester hours as a Business Administration or Insurance elective (11/17).