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Step 1 of the 5-Step Sequential Evaluation: learn how to efficiently and accurately handle claims—and win more cases!


SSD Employers and Managers

This convenient training material and legal resource works to solve training needs while providing benefits and professional development for you, your staff, and potential hires.


Are you and your most productive, experienced employees spending more time researching and providing other employees training than you are focusing on clients? This training allows you to focus on what matters while providing valuable material to employees in need.


Improve your benefits package by providing training and professional development opportunities for employees. Recruit and motivate employees to invest in professional development with training material that includes a quiz, mentoring, and certificate for employees to obtain micro-credentialing!


SSD Professionals

If you need a quick refresher, want to review the basics, or need tips on how to expedite and win more cases, this training will meet your needs. This training provides the basics and an advanced understanding of SSD law from the perspective of SSD adjudicators and professionals.


Learn how to better handle claims and win more cases with training that includes visuals and links to legal references. Learning techniques within the training are based on educational science to help you obtain a better grasp of the material.


With an included checklist, you can quickly and accurately expedite case processing and get paid faster!


Obtain a certificate upon passing a final quiz to increase your credibility.

Step 1 of the 5-Step Sequential Evaluation

  • 2      Overview and Value of Training

    2      Why This Training is Important

    3      References, Rules, and Regulations

    4      Step 1: Substantial Gainful Activity (SGA) and Earnings Test

    5      Exceptions to Substantial Gainful Activity and Earnings Test

    8      Forewarnings

    9      Review

    10    Practical Tools

    11    Hypothetical

    12    Expediting Case Processing Time

    12    Action Step

    12    Adjudicators’ Advice

    13    Decision Writers’ Words of Wisdom

    14    Step 1 Quick Reference Checklist

    15    Step 1 Quiz and Certificate

    • Learn how to create a strong, legally defensible argument and win more cases by knowing the law and understanding how it works to your advantage
    • Get quicker decisions made for your client and increase the efficiency of the SSD system by learning how to properly develop a claim
    • Gain valuable insight from SSA adjudicators and decision writers on how to decrease the processing time of your claim
    • Reduce stress and better facilitate more collaborative working relationships with Office of Hearings Operations (OHO) professionals by understanding the SSD adjudicative process
    • See how you can help increase the integrity of the SSD system as a whole by learning how to improve the SSD adjudicative process
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