Social Security: Update 2021
Presented by: Patrick D. Hatting MBA, ChFC, CLU, CASL, LUTCF
IA Course #105855
NE Course #6000076343
TX Course #124870
CFP Course #276889
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 occasions, a positive story of how it saved families when a parent died or became disabled expectantly. This course will cover the history of Social Security, the basic benefits of the program and how to maximize benefits. We will cover the 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 course is designed to update, educate, and show how benefits work.
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 four hours of General Insurance CE credit.