For Baby Boomers, the effect of an educated, well-timed Social Security income election decision can lead to an increase in retirement standard of living and longevity of portfolios.
Often clients may have special situations such as, working while collecting Social Security, a pension from non-covered employment, or a disabled child that make the Social Security decision more complex.
This 2-hour course will provide you with detailed knowledge about the Advanced Social Security topics that are not so frequently encountered, but must be understood to provide accurate, in-depth advice when offering Social Security and retirement income planning services to a broad base of clients and prospects.
This course also includes a summary of the most recent Social Security rule changes made in the Bipartisan Budget Act of 2015 and signed into law on November 2, 2015. For a detailed discussion of the BBA 2015 please see our course, Social Security Income: Indispensable Information for Financial Professionals
Who Should AttendTax and Financial Professionals wanting to broaden their knowledge of Social Security to a higher level in order to offer this service to a broader base of clients who may have special situations and need help with this election decision. This course is also for those who want to gain broaden their knowledge on this topic, but who may want to outsource more complicated cases to a qualified professional.
Including the following licenses and certifications: Tax Professionals: CPAs, Enrolled Agents
Financial Professionals: CFP, IAR, Life & Annuity Agents, CLU, CPRC, CFS, ChFC, CIC, and CIMA.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Administrative Practice (2 hours)
Program PrerequisitesThis is an advanced course and it is highly recommended that you have attended the Basic level course prior to taking this course. It is meant for participants who have a thorough understanding of the basic Social Security terms, rules and strategies, but desire further understanding of the advanced topics to help them broaden their base of clients.