The Opportunity for Enrolled Agents and Tax Professionals
There is a tremendous demand for professionals that understand Social Security. The facts are most advisors know very little about Social Security and Medicare.
How Much Do You Really Know?
Over 80 million baby boomers will be collecting Social Security – that's over 10,000 individuals a day that need real answers. When should a self-employed individual stop paying into Social Security? How does someone maximize their Social Security benefits?
Did you know that the Social Security Administration is not legally authorized to provide advice specific to an individual's circumstance? For this reason, approximately 90% of those individuals collecting Social Security do not maximize their benefits since they go directly to Social Security Administration to file without speaking with a professional advisor first. That's like your clients going to the IRS for tax advice?
Would your clients want the IRS to prepare their tax returns and determine the amount of their refund? Of course not. Your clients and prospects need YOU desperately to provide them answers that are specific to their particular situation. Factors including work history, age, health, dependents, marital status and retirement savings impact when one should start collecting.
Seize the Opportunity – Sign Up Today and Get Started
You are provided with access to an educational online platform to develop a core competency of knowledge related to Social Security and Medicare. Become a Social Security Analyst. You will learn how to collect your client's and their spouse's work history and apply advanced strategies unique to their situation. Upon completion of this program you will know how to use sophisticated analytical software that takes the information you collected to generate a custom written report to hand out to your clients.Sign Up for the Program