Learn how to effectively guide your clients through the essential steps of setting up their my Social Security account and applying for Medicare Part A and B. This training will cover how to:

• Assist clients with setting up their my Social Security account safely and securely at ssa.gov.
• Navigate identity verification, including troubleshooting issues with credit verification and setting up two-factor authentication.
• Determine the right time to apply for Medicare, based on age, work history, or loss of employer coverage.
• Walk clients through the online Medicare application process, including what documents may be needed.
• Understand key timelines: Initial Enrollment Period, Special Enrollment Period, and Late Enrollment Penalties.
• Offer best practices for addressing common client questions and concerns.