Social Security expert Elaine Floyd, CFP®, explains how advisors can bridge these growing service gaps by leveraging both AI tools and SSA resources – including the Program Operations Manual System (POMS), benefit calculators, and official publications. Elaine walks attendees through the “my Social Security” registration process and shares the exact tools she uses to help clients navigate common challenges, from getting in touch with SSA representatives to appealing Medicare Income-Related Monthly Adjustment Amount (IRMAA) decisions. Through real-world examples, advisors will gain practical strategies to support clients and provide clarity and confidence using a few often overlooked resources. In this webinar, advisors will learn how to:
- Identify the customer service challenges clients face with the Social Security Administration (SSA) and how advisors can help navigate them.
- Explain the features of “my Social Security” and guide clients in setting up and using their accounts.
- Evaluate SSA resources – including POMS, official publications, and calculators – to address common benefit questions and issues.
- Apply strategies to help clients avoid common SSA pitfalls.
- Advise clients on how to handle difficulties with the SSA, including when and how to escalate unresolved issues.
