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Social Security has served as a financial safety net for millions of people and their families. Social Security is complicated, and if people are not aware of the best strategy to claim the benefits, they may miss out on thousands of dollars. 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. Our panel of experts in this webinar will cover computation of social security benefits, eligibility, consequences of early benefits vs. later, spousal benefits,
social security claiming strategies, use of the restricted application and more.
Key Learning Objectives- 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
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 | Marc Kiner & Jim Blair
Marc is a certified instructor for the National Social Security Advisors program. Marc created and developed the National Social Security Advisor certification program with his partner, Jim. Marc has over 30 years' experience in public accounting.
Jim is also a certified instructor for the National Social Security Advisors program. Jim retired after 35 years with the Social Security Administration.
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