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Understanding (and Managing) the Largest Government Benefits: Social Security & Medicare (ABEN)

  • September 15, 2023
  • 11:00 AM - 2:00 PM
  • ABEN Webinar

Understanding (and Managing) the Largest Governement Benefits: Social Security & Medicare (ABEN)

Course #109939 | 3 L&H

The United States government provides various programs to us - two of the largest are Social Security and Medicare. The qualification rules for both are very specific. This three-hour webinar will review the various qualification rules and the complex, and potentially confusing benefits of each program. Additionally, there will be a review of the various insurance products that are available to the Medicare beneficiary that can fill the gaps and a discussion of various products and concepts the Social Security beneficiary can consider so as not to be 100% dependent on that program at retirement time.

Learning Objectives: 
  • To understand how, and when, Social Security provides various benefits to qualified beneficiaries
  • To analyze when is the best time - and the various options - for an eligible person to select the Social Security Retirement Benefit
  • To understand the role of various Life and Health insurance products that can assist at retirement time so an individual (or couple) does not have to rely on the Social Security Retirement Benefit
  • An overview of the Medicare Program: Who are qualified beneficiaries; when to enroll; cost to the enrollee; various components, and options?
  • To understand the role of various Health insurance products that can assist with deductibles, co-pays, or excluded coverage areas found in Medicare
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