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Social Security Marketing Program

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Social Security Marketing Program
USA Tax and Insurance Services Social Security Marketing System

Everything you need to successfully market Social Security in your community.

Warning: This information is not intended to constitute legal advice and should not be relied upon by itself to give advice to the public. It is for training purposes only and not for use or presentation to the public.

USA Tax and Insurance Services Social Security Marketing System Table of Contents
History – Chapter 1 ....................................................................................................................................... 4 Training – Chapter 2...................................................................................................................................... 6 The spousal benefit and delayed retirement credits ................................................................................. 7 Delayed Retirement Credits –................................................................................................................ 7 Spousal benefit – ................................................................................................................................... 8 File and Suspend –................................................................................................................................. 9 Restricted Application – ........................................................................................................................ 9 Reduced benefits and taking Social Security early .................................................................................. 11 Reasons Not to Take Social Security at Age 62 ................................................................................... 11 Reasons to Take Social Security at Age 62 .......................................................................................... 12 Survivor benefit

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