Social Security Disability Planning

Overview

Disability can happen to anyone and may impact earning capacity. Social Security Disability Insurance (SSDI) helps cover living and medical expenses, but its eligibility criteria, application process, and benefits can be confusing. This course provides a detailed overview of SSDI, including who qualifies, how benefits are determined, and how the program supports individuals returning to the workforce.

Find this course for your license

License or Certification

Regulator

Learning Objectives

Explain how the five-step sequential evaluation process is used to determine eligibility for disability benefits
Understand how the application date, disability onset date, and waiting period affect the start of benefits
Explain how the receipt of other disability income may affect a person's Social Security disability benefit
Recognize when Social Security disability beneficiaries become eligible for Medicare
Understand when the spouse and dependent children of a disabled worker are eligible to receive benefits based on the worker's earnings record
List the events that will cause Social Security disability benefits to terminate

Designed For:

Life and health insurance producers and finance professionals

Course Information

Adding additional credit may change exam requirements.

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