Social Security: Update 2020
4 hours General Insurance CE Credit
Instructor: Patrick D. Hatting MBA, ChFC, CLU, CASL, LUTCF
- IA Course No. 104474
- NE Course No. 6000053877
- Texas Course No. 120865
- CFP Course No. 267503
Social Security is frequently in the press. The stories; congress borrowing money from the Social Security trust fund, rumors of the fund running out of money and on rare occasion, a positive story. This course will cover the history of Social Security, basic benefits of the program and how to maximize benefits for retirement, disability and survivor benefits. We will cover responsibilities of employers and employees. The majority of Americans make social security contributions; they are expecting benefits from the program. Very few people have spent more than a couple of hours in their working years reviewing and planning how Social Security choices affect their retirement and survivorship benefits.
The Social Security program is a great resource, increasing your understanding of the program can only increase the value you bring to your clients. We will cover different scenarios for individuals, families and survivor benefits and the importance it plays for the average American. Since the majority of Americans have contributed and/or receives benefits from social security, the future of the program is critical. We will examine a couple of case studies to show the difference that contributions have on benefits. This course is designed to help increase your knowledge and training so you can be a better advisor of the Social Security program. The course is for General Insurance CE credit.