Course Details

Social Security Basics

Webinar: ID# 1034556
Recorded CD or On-Demand
About This Course:
This webinar is an introduction to the basic rules that govern Social Security and why you should know them as a banker. Most younger Americans do not understand the importance of the program; for example, Social Security provides more than 50 percent of family income for two-thirds of older Americans! In addition, an estimated 10,000 Americans (on average) reach retirement age every day and are intensely interested in Social Security.

In this webinar, we give special attention to Social Security coverage requirements, retirement benefits and spousal benefits and how you can use that information to advise your customers. We also cover how taxes and additional work affect those benefits.What You'll Learn:
  • Who is covered by Social Security?

  • Why is Social Security so important to American workers and retirees?

  • What benefits are available for covered individuals?

  • How are Social Security benefits calculated?

  • What is "early retirement" and how does it affect a retiree's Social Security benefits?

  • What is "delayed retirement" and how does it affect a retiree's benefits?

  • Are Social Security benefits ever taxable?

  • How are Social Security benefits affected when a beneficiary continues to work?

  • What are basic ideas to create a Social Security retirement strategy?
    Social Security Basics
    or via CD or On-Demand
  • Course Details
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