The Advisors Guide to Social Insurance Programs


Course Description

This course provides a comprehensive overview of Social Security, Medicare and Medicaid programs. It was designed to help insurance producers navigate through the maze of programs, rules and regulations that affect many - if not all - of your aging Baby Boomer clients, their spouses and dependents.

The course outlines strategies to maximize Social Security benefits, reduce the taxation of those benefits and determine the payment levels of Social Security Disability Insurance. It explores Social Security benefits for spouses, surviving spouses, children, and women's retirement benefits. It also examines the features, benefits and costs of Medicare Parts A, B and D, Medicare Advantage Plans (Part C), and Medicare Supplemental Insurance Plans. The course concludes with a discussion of and Medicaid, including coverage and eligibility requirements, treatment of income and assets, and planning with Trusts and annuities.

Learning Objectives

Upon completion of this course, you will be able to:

  • Calculate Old-Age retirement benefits
  • Determine the appropriate age to apply for Social Security benefits
  • Demonstrate the importance of Social Security benefits for women
  • Understand the intent and purpose of the "surtax" on Social Security benefits
  • Recall the background of the Social Security Disability Insurance program
  • Summarize the benefits of Medicare Advantage Plans
  • Cite the differences between Medicare Part D plans
  • Understand the importance of ethics in Medicaid planning
Price:  $49.95
Updated:  January 2021
CFP Credit
Credit Hours: 10
Credit Type: General Financial Planning Principles
Provider: Broker Educational Sales & Training, Inc.
Provider #: 2155
Study Level: Advanced
Exam Details
Monitored: None
Questions: 100
Passing Score: 70%
Retakes: Unlimited