Home / Course catalog / Maximizing Social Security Benefits For Couples

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.
  • 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