National Social Security Advisor Training Program

Using real-life scenarios and the experience of a 35 year veteran of the Social Security Administration, the National Social Security Advisor course will educate advisors about the Social Security Program. The class will cover Social Security basics and advanced planning strategies. The majority of Social Security recipients do not maximize benefits as they are not aware of their options. Professional advisors also know very little about Social Security and are unable to properly advise their clients. The course will cover Social Security basics and advanced planning strategies such as "claim and suspend" and "restricted application". At the conclusion of the course, advisors will possess the confidence to discuss Social Security with their clients and to be proactive. Advisors will help their clients to navigate the Social Security maze, thereby increasing their value. Seventy million baby boomers are seeking advice and assistance with Social Security. Advisors need to be ready for the questions their clients are asking. The course will also include a guest speaker on Medicare and a periodic speaker on Medicaid.