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Introduction to Social Security (GA 56189)

Posted on 01.04.19

Georgia Course Approval Number: 56189

Social Security plays an enormously important role in the lives of almost all Americans. For any agent or broker, the coverages afforded under Social Security are too significant not to be considered in evaluating disability and retirement strategies for individuals and families. But Social Security can also be a complex topic to understand. The purpose of this course is to give agents an introductory overview of the major programs offered under Social Security.

After completing this course, you will be able to:

• Identify the major programs covered under the Social Security Act of 1935, as amended.
• Identify and briefly explain the primary components of the Social Security OASDI program.
• Explain how the Social Security OASDI program is funded.
• Identify the types of insured status applicable under the Social Security OASDI program.
• Identify Social Security OASDI program beneficiaries.
• Identify and briefly explain the common components, planning strategies, and limitations that may affect the Social Security OASDI program.

Course Content

Chapters Status
1

Chapter 1: (Read More) Understanding and Planning for Social Security

2

Chapter 1: Understanding and Planning for Social Security

3

Chapter 2: Retirement, Survivor, and Disability Benefits

4

Chapter 3: Coverage and Strategies

5

Chapter 4: Filing for Benefits

6

Chapter 5: (Read More) Benefit Computation

7

Chapter 5: (Read More) Benefit Computation (Part 2)

8

Chapter 5: Benefit Computation

9

Chapter 6: (Read More) Loss of Benefits Because of “Excess” Earnings

10

Chapter 6: Loss of Benefits Because of “Excess” Earnings

11

Chapter 7: Introduction to Social Security FINAL EXAM

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Chapters

  • Chapter 1: (Read More) Understanding and Planning for Social Security

  • Chapter 1: Understanding and Planning for Social Security

  • Chapter 2: Retirement, Survivor, and Disability Benefits

  • Chapter 3: Coverage and Strategies

  • Chapter 4: Filing for Benefits

  • Chapter 5: (Read More) Benefit Computation

  • Chapter 5: (Read More) Benefit Computation (Part 2)

  • Chapter 5: Benefit Computation

  • Chapter 6: (Read More) Loss of Benefits Because of “Excess” Earnings

  • Chapter 6: Loss of Benefits Because of “Excess” Earnings

  • Chapter 7: Introduction to Social Security FINAL EXAM

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