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Social Security Advisor

Online Course: ID# 1005937
Price: $1,500.00
About This Course:
More than 70 million Baby Boomers will soon collect Social Security - and most of them will need personalized answers.

This means that there is a tremendous demand for professionals that understand - and can advise - their clients on the multiple issues involved with how to register, use, and maximize their Social Security benefits. And being that advisor can create:
  • New client relationships
  • A deeper relationship with existing clients
  • An opportunity to uncover unknown assets
The question is "How do people know that I can help them with their Social Security decisions?". The answer is becoming a "Social Security Advisor"!

As a trained Social Security Advisor, you can help clients gain tens of thousands of dollars in incremental Social Security income.
social security advisor training
You Will Learn:

Below are just a few of the things you will learn from taking this course:
  • How to analyze a client's claiming options to provide them with their maximized benefits by claiming at the optimal time for their personal circumstances
  • Critical information to consider when evaluating the election claiming decision, such as how benefits are calculated and the descriptions of the benefits available for married, single, divorced, and widowed retirees
  • How to take advantages of special circumstances such as minor children, a dependent parent, a disabled adult child, a pension from non-covered employment, working while collecting benefits, and taxation of Social Security benefits (in fact, case studies are used in the training to illustrate various rules and strategies needed to optimize your clients Social Security benefits)
  • The Social Security claiming decision
  • How taxation of Social Security income relates to the timing and sequence of withdrawal from a client's retirement and personal accounts
  • Social Security disability insurance, including eligibility criteria, work and medical requirements, and the application and determination process
  • Information on Medicare, covering eligibility requirements, description of Medicare benefits, Medigap and supplemental insurance plans, and the Medicare application process
  • The need for Social Security income planning, questions about offering this service, and marketing opportunities for providers of this service to reach clients and other businesses are covered in detail
View the full Agenda

Accessing Your Course

Your training is delivered online in a self-study format, which means you can learn at your own pace in your home, office, or any place with Internet access.

Upon registration, you will receive an email from the National Association of Registered Social Security Analysts with directions on how to access to your course.
Continuing Education Credits:

Click the 'Credits' tab above for information on PHR/SPHR, PDCs, and other CE credits offered by taking this course.
Social Security Advisor
Price: $1,500.00
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