The Advisors Guide to Social Insurance Programs

Course Description

This course is an educational tool to help advisors through the maze of programs, rules and regulations that affect many if not all of their aging Baby Boomer clients, their spouses and dependents. The course is broken down into three sections to give the advisor an understanding of the various benefits of the Social Security, Medicare and Medicaid programs.

Learning Objectives

Upon completion of this course the student will be able to:

  • Define the history and purpose of Social Security and OASDI programs
  • Calculate Old-Age retirement benefits
  • Explain the advantages and disadvantages of when to apply for Social Security benefits
  • Realize the importance of Social Security (OASDI) benefits to women
  • Review the intent and purpose of the "surtax" on Social Security benefits
  • Recognize the background of the Social Security Disability Insurance (SSDI) program
  • Preset the history and the administration of the Medicare program
  • Distinguish the differences between HMOs, PPOs, and MSAs
  • Outline Medicare Part D
Price:  $58.95
Updated:  December 2020
CFP Credit
Credit Hours: 10
Credit Type: General Financial Planning Principles
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Advanced
CIMA Credit
Credit Hours: 10/0/1
Credit Type: Wealth Management and Tax Regulation
Provider: Broker Educational Sales & Training, Inc.
Provider #: 114861
Study Level: Advanced
Exam Details
Monitored: No
Questions: 50
Passing Score: 70%
Retakes: Unlimited