Why Should You Attend:
This webinar will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance. Advisors must be proactive, not reactive, when meeting as clients are looking for both assistance and advice. This session will discuss several important concepts:
The role of Social Security representatives,
how benefits are calculated,
An explanation of the Social Security statement, and
An explanation of the meaning of the terms “Primary Insurance Amount” (PIA) and “Full Retirement Age” (FRA), sometimes referred to as “Normal Retirement Age”.
Areas Covered in the Webinar:
Understand how SS benefits are computed
Understand SS eligibility
Understand consequences of taking benefits early and benefits of taking benefits later
Understand how to coordinate spousal benefits and how to compute the spousal boost
Understand the impact of various SS claiming strategies to surviving spouse benefits
Understand how SS benefits are taxed
Understand how benefits may be impacted by the Annual Earnings Test
Review of many case studies to review the various SS options available in many situations
Understand when children are available for benefits
Understand how to use the Restricted Application to help clients to maximize their benefits
This webinar will explain the talking points that advisors need to share when meeting with clients to discuss Social Security benefits and provide assistance. Advisors must be proactive, not reactive, when meeting as clients are looking for both assistance and advice. This session will discuss several important concepts:
The role of Social Security representatives,
how benefits are calculated,
An explanation of the Social Security statement, and
An explanation of the meaning of the terms “Primary Insurance Amount” (PIA) and “Full Retirement Age” (FRA), sometimes referred to as “Normal Retirement Age”.
Areas Covered in the Webinar:
Understand how SS benefits are computed
Understand SS eligibility
Understand consequences of taking benefits early and benefits of taking benefits later
Understand how to coordinate spousal benefits and how to compute the spousal boost
Understand the impact of various SS claiming strategies to surviving spouse benefits
Understand how SS benefits are taxed
Understand how benefits may be impacted by the Annual Earnings Test
Review of many case studies to review the various SS options available in many situations
Understand when children are available for benefits
Understand how to use the Restricted Application to help clients to maximize their benefits
