Business Advice, Life Insurance

Social Security: What every American needs to know

Video Summary

In this webinar on Social Security, our expert speaker, Jody Harris, provides a detailed overview of the program's history, current challenges, and tips on how to maximize benefits. As we navigate the complexities of retirement planning, it's crucial to understand the role Social Security plays in securing your financial future. Discover valuable insights into how to plan and prepare for a secure retirement, including actionable advice on calculating benefits, delaying payment, and preparing for a surplus of beneficiaries. Jody Harris will empower you with the knowledge and confidence to take control of your financial future.


(3:49) Social Security: Then & Now

History of Social Security, where it's at now

(9:11) Benefits 

Determining your benefits

(16:00) Receiving Benefits

Filing for benefits, when to file

(20:12) Spousal Benefits

Filing for spousal benefits

(23:01) Divorced Benefits 

Parameters to get divorced benefits

(25:20) Widow/Widower Benefits

Survivor benefits

(28:45) Government Employees

Windfall Elimination Provision (WEP), Government Pension Offset (GPO)

(31:20) Taxes

Working while receiving benefits, taxes

(34:53) Questions 

Q&A session

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