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Description
This course, Uncovering Social Security Secrets, consists of 110,993 words spanning 392 pages and is designed to educate the insurance professionals in regard to the complexities of the Social Security Program and how its benefits can enhance their clients overall retirement position. Students will come away with an understanding of what Social Security benefits are available and show them how they can plan strategies to maximize benefits for their clients—as well as for themselves.
Learning Objectives
More and more seniors are turning to their financial advisors to help them sort through the available options when planning retirement. Many have financial portfolios that need to be considered in conjunction with their Social Security benefits. Students will learn the complex calculations of benefits at any age and for any marital status and will become knowledgeable in the many strategies involved with savvy retirement planning, such as earning “delayed retirement credits,” the filing strategies of “file and suspend,” and getting a “do over.”