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By Application · Q4 2026
End-of-Life Coordination
CE Credit Eligible11 Modules
- Complete Survivors Guide framework
- Legal, digital estate & family coordination
- Standalone practice or existing service line
What you'll be equipped to do
You'll be the advisor who actually knows Social Security.
Most advisors hand clients a pamphlet and a rule of thumb. You'll walk them through a genuine strategy — spousal coordination, survivor timing, delayed credits, and the nuances that make the difference. The claiming decision shapes retirement income for decades. You'll be the one they trust to get it right.