Social Security 101 for Pre-Retirees
How benefits are calculated, work history considerations, and key definitions.
For Employers
Social Security Education for Your Workplace
Today's pre-retirees are overwhelmed by questions about Social Security and how it fits into their overall retirement picture. Alpha Lee Insurance partners with organizations of all sizes to deliver clear, compliant Social Security education that helps employees make confident decisions as they approach retirement.
Credentialed Expertise
Registered Social Security Analyst® (RSSA®)
The RSSA® designation is awarded by the National Association of Registered Social Security Analysts (NARSSA) to professionals who complete advanced training on Social Security claiming strategies, spousal and survivor benefits, taxation of benefits, and how Social Security fits into a broader retirement plan. RSSAs are trained to analyze an individual's earnings record and model claiming scenarios so employees can make an informed, personalized decision about when and how to file.
When Alpha Lee Insurance educates your workforce, the guidance is grounded in that RSSA® framework — accurate, current, and focused on maximizing lifetime benefits.
What We Offer
What Alpha Lee Insurance Offers Employers
Alpha Lee Insurance works with:
- Small businesses and professional practices
- Mid-sized companies and multi-location employers
- Large organizations, municipalities, and nonprofits
Turnkey educational support includes:
- On-site or virtual Social Security workshops for employees approaching retirement
- Educational sessions explaining how Social Security benefits are calculated and when to file
- Q&A sessions tailored to your employee population
- Optional one-on-one educational conversations for employees nearing retirement (at no cost to the employer)
All content is designed to be educational, balanced, and compliant, with no discussion of specific insurance plans or recommendations.
The Value
Why Bring Social Security Education to Your Team?
When employees understand their Social Security options, they are better prepared and less stressed. That can lead to:
- More informed retirement timing decisions
- Fewer HR and payroll questions about Social Security
- Smoother transitions into retirement
- Greater appreciation for the benefits you already provide
Curriculum
Types of Workshops and Topics
Workshops can be customized, but common sessions include:
When Should I Take Social Security?
Early vs. full retirement age vs. delayed benefits.
Spousal and Survivor Benefits
What married, divorced, and widowed employees need to know.
Top Mistakes to Avoid with Social Security
Common pitfalls that can cost employees thousands over retirement.
Sessions are available as:
- Lunch-and-learns
- After-hours or weekend webinars
- In-person classroom-style workshops
- Recorded webinars you can share with your team
The Process
How the Process Works
Discovery call
Alpha Lee Insurance will discuss your organization, employee demographics, and goals for offering Social Security education.
Custom workshop plan
Alpha Lee Insurance will recommend topics, format (in-person or virtual), and timing that align with your workforce.
Implementation and promotion
Alpha Lee Insurance will provide promotional language and simple materials you can use in email, intranet posts, or flyers to drive attendance.
Delivery and follow-up
Alpha Lee Insurance will present the workshop, answer live questions, and offer optional one-on-one educational conversations for employees who want more personalized guidance.
Who We Are
Who We Are
Alpha Lee Insurance is an independent firm based in Houston, specializing in Social Security education and retirement-income topics for individuals, employers, and financial professionals. The focus is on making complex rules understandable so your employees feel more confident and prepared for the next chapter.
Next Step
Schedule a Consultation
If you are an HR leader, business owner, or benefits decision-maker and want to explore Social Security workshops for your organization, Alpha Lee Insurance invites you to schedule a brief consultation.
You will review together:
- Your employee population and current benefits structure at a high level
- The type of Social Security education that would add the most value
- Timing, format, and next steps