Donate
Description
This webinar will focus on Social Security and how professionals can help their clients optimize their benefits. We will discuss the importance of Social Security including important facts, types of benefits, unique client circumstances and more. We will also review the basic Social Security rules that all advisors should be aware of including important terms, benefit calculations, benefit types and eligibility, cost of living adjustments, and more. This session will also include the complexities of the program including, the earnings test, dependent benefits, survivor benefits and the complicated factors for each.
Learning Objectives
Identify the ways that Social Security is important.
Recall the most important Social Security terms.
Compare the different benefit types.
Compare benefit eligibility factors.
Differentiate the cost-of-living adjustment from those who are or are not collecting a benefit.
Discuss the complexities including case examples.