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Retirement Planning

Maximizing Social Security Benefits For Couples

Learn how to best coordinate and maximize your clients' Social Security planning to ensure the most optimal benefit.

Eligible for 5 Hours of CE.

Because your feedback is vital to our success in serving you, when the course is complete, we ask that you please complete the Course Survey to receive your Certificate of Completion.

Users must complete the course within 180 days after purchase. After 180 days, users retain access to the course, but completion will not be recorded or reported.
  • Initial Survey
  • Introduction
  • Module 1: The Social Security Statement
  • Module 2: How Benefits Are Calculated
  • Module 3: The Breakeven Point For Delaying Social Security
  • Module 4: Social Security Spousal Benefits
  • Module 5: Eligibility And Entitlement For Survivor Benefits
  • Module 6: Coordinating Social Security Benefits For Couples
  • Module 7: Coordinating Social Security Timing With Other Resources
  • Module 8: How To Apply For Social Security Benefits
  • Module 9: Client Conversations Around Social Security
  • Module 10: Special Social Security Planning Situations
  • Final Survey - Must be completed to receive certificate
  • Thank you!
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: Forever