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Retirement Planning

Maximizing Social Security Benefits For Couples


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

Eligible for 5 Hours of CE.
Content
  • 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
  • Thank you!
Completion rules
  • All units must be completed
  • Leads to a certification with a duration: Forever