A search engine of every*online CPE course.

Social Security 202: Advanced Client Strategies Update

Provided by:

Course Description

Take your Social Security knowledge to the next level. Get a quick review of Social Security basics (worker, spouse, former spouse, and child benefits). Understand the two vital strategies to maximize client payouts: File and Suspend, and Spousal-Only Restricted Claim. Learn the impact of the Bipartisan Budget Act of 2015 on client strategies. See sample payout comparisons for various strategies. Discover new ways to immediately apply strategies in various client scenarios. Browse software choices to polish client presentations. All with the expertise and fun style of Andy Landis.

Learning Objectives

Review of Social Security basics a. Worker, spouse, former spouse, and child benefits Maximizing strategy #1: File and suspend a. File and Suspend uses and procedure b. Example chart c. Example payment comparison d. Accessing the contingency fund (retroactive payment of suspended benefits) e. Changes in the 2016 budget agreement f. SSA citations for more information Maximizing strategy #2: Spousal-Only Claim (restricted application) a. Spousal-only uses and procedure b. Example chart c. Example payment comparison d. Changes in the 2016 budget agreement e. SSA citations for more information 4. Social Security software resources a. List of software products from different firms b. Screenshots and contact information Closing, Q&A

Ratings and Reviews

To review this course, please login.

Please Review This Course

Overall Quality

Instructor

Usefulness

150 Characters Minimum

Submit
Course Information

Overall Quality

(0)

Instructor

(0)

Usefulness

(0)
Add to Transcript Write Review

Learning Format 1.0 Hours
Webcast / Webinar

Credit Type(s)
Management Advisory Other