How to help your clients create a “mysocialsecurity” account and apply for Medicare A & B

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.

Here is what the training will cover:

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.

Click HERE to Register!