At a time when many individuals are living well into their 80s and 90s and traditional pensions have largely disappeared, Social Security has become an important component of most retirees' overall financial plans. More than ever, it is critically important that producers and advisors understand Social Security benefits and how to maximize those benefits for their clients.
This course covers Social Security, focusing on claiming strategies and how to make the most of the available benefits. Accordingly, the course provides numerous examples to illustrate the more complicated principles and strategies and clarify how the rules can be applied to a client's benefit.
Upon completion of this course, students will be able to:
Life and health insurance producers; financial advisors and planners