National Social Security Advisor Program: Part 2 (Currently Unavailable)

The majority of Social Security recipients do not maximize benefits as they are not aware of their options. Professional advisors also know very little about Social Security and are unable to properly advise their clients. Advisors with the "NSSA" designation will have the confidence to be proactive regarding their clients' Social Security concerns.

In this program you'll be trained using real-life scenarios and the experience of a 35-year veteran of the Social Security Administration. The course will cover Social Security basics and advanced planning strategies.

For more information about the NSSA Certification, visit Premier Social Security Consulting.

Who Should Attend
Practitioners seeking education regarding Social Security to grow their practice by advising on this area of interest to their clients. This class will prepare you for the questions your clients are asking!

Topics Covered

• How benefits are calculated
• Spousal Benefits
• Reduction if benefits are taken before Full Retirement age
• Increase if benefits are delayed beyond Full Retirement age
• How Social Security benefits are impacted due to earnings
• How Social Security benefits are impacted due to children
• The impact of public employee pensions on benefits
• The Social Security options available to married couples
• The Social Security options available to divorced individual
• The Social Security options available to a surviving spouse
• The Social Security options available a single individual
• The factors to consider when deciding when to begin benefits
• The appeals process

Learning Objectives

• Understand the following key terms:
  • Primary Insurance Amount
  • Delayed Retirement Credits
  • Restricted Application
  • Claim and Suspend
  • Government Pension Offset
  • Windfall Elimination Period
  • Annual Earnings Test
  • Breakeven Point
  • Indexing
  • Substantial Earnings
  • Do Over

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Administrative Practice (4 hours)

Program Prerequisites
None

Advance Preparation
None