Description
Since its creation in 1935, Social Security has been designed to supplement Americans' retirement income. This course will review how Social Security benefits are calculated for your clients and their spouses and provide you with an overview of strategies that could increase your clients' social security benefits. In addition, the course will review the importance of having guaranteed income as part of a retirement income plan.
Learning Objectives
Since its creation, Social Security has been designed to supplement Americans’ retirement income.
During this course, financial professionals will learn how to fully explain their clients’ Social Security
options, as well as how to create an income strategy that bridges any income gaps.
This course will address:
• Social Security eligibility
• How Social Security benefits are calculated
• Benefit options for spouses, survivors and divorced individuals
• Strategies to increase Social Security income, such as “file and suspend” and
“restricted application”
• The importance of creating guaranteed income as part of a retirement income plan