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Ways to Improve Your Case / How to Eliminate Jobs (Presented by National Organization of Social Security Claimants’ Representatives)

Practical strategies for eliminating jobs at Social Security disability hearings through complete medical records, building functional limitations without medical source statements, training clients to communicate in numbers, and leveraging third-party evidence from case managers, employers, and clergy.
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2025-11-07 09:00:00

1.25 hours

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Jason Heinze

Claim Data

View speakers

Program Details

2025-11-07 09:00:00

2025-11-07 09:00:00

1.25h CLE Credits

2025-11-07 09:00:00

1.25 hours

See credits by state

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Jason Heinze

Claim Data

View speakers

Program Details

2025-11-07 09:00:00

Program Details

2025-11-07 09:00:00

Over 1,000+ webinars

2025-11-07 09:00:00

1.25 hours

Course Overview

Winning Disability Hearings Through Strategic Evidence

2025-11-07 09:00:00

Participants will learn practical techniques for developing medical evidence, preparing clients, and crafting hypotheticals that eliminate jobs at Social Security disability hearings. These strategies help attorneys present persuasive cases to Administrative Law Judges.

Format

CLE Credit

1.25h CLE Credits

Level

Intermediate

Length

1.25

Key topics that will be covered

01
Medical Records
Complete medical records are fundamental to winning cases and influencing judge outcomes.
02
Judge Persuasion
Know why your claimant is disabled and what limitations eliminate jobs in hypotheticals.
03
Evidence Building
Create summary documents with exact citations and use charts and photographs for judges.
04
Client Training
Train clients to communicate limitations using specific numbers rather than subjective descriptions.
05
Third-Party Sources
Gather statements from case managers, employers, coworkers, and clergy about functional limitations.
06
Vocational Issues
Document past work using tools, industry, process, and setting to challenge transferable skills.

Program schedule

clock 9:00 am - 9:20 am EST

Complete Medical Records and Early Evidence Submission

This session covers the critical foundation of winning disability cases through comprehensive medical record collection. Speakers discuss practical solutions including third-party services, documentation of collection efforts, and strategic timing for submitting five-day letters to judges.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
clock 9:20 am - 9:40 am EST

Client Preparation and Judge Persuasion Strategies

Learn essential techniques for preparing claimants for hearings and understanding what Administrative Law Judges prioritize. This session explores how to identify your claimant’s pathway to approval, work within judicial time constraints, and build hypotheticals that eliminate available jobs.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
clock 9:40 am - 10:15 am EST

Alternative Evidence Sources and Functional Limitation Documentation

Discover how to build compelling cases when medical source statements are unavailable or problematic. This session covers using third-party statements from case managers, employers, and clergy, training clients to communicate in measurable numbers, and leveraging objective medical evidence under SSR 16-3p to demonstrate functional limitations.

Theodore NorwoodTheodore Norwood
Jason HeinzeJason Heinze
Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Jason Heinze

Jason Heinze

Claim Data

Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Ted Norwood is a attorney at Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates.

Education & Credentials

He graduated from St. Louis University and the University of Missouri-Columbia School of Law and has been licensed in Missouri since 2007.

Recognition & Leadership

He serves as Chief Legal Officer of Integrated Benefits, Inc., where he has represented Social Security Disability claimants in every state and handled hearings in 48 states and Puerto Rico.

Professional Involvement

He has also been a long time NOSSCR member including service on the Board of Directors and numerous committees.

Experience

He has experience in administrative practice and several federal courts, including the 10th Circuit.
Jason Heinze

Jason Heinze

Claim Data

Jason Heinze represents clients in Social Security disability claims and long term and short term disability claims under ERISA, and developed ClaimData symptom tracking software for disability attorneys.

Experience

Has been representing clients in Social Security disability claims and long term and short term disability claims under ERISA since 2015. In 2019, started exploring ways to document clients' invisible symptoms like pain, fatigue and psychological suffering, which led to developing ClaimData symptom and impairment tracking software.
Theodore Norwood

Theodore Norwood

Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates

Ted Norwood is a attorney at Integrated Benefits, Inc. and Pontello, Bressler, Norwood, & Associates.

Education & Credentials

He graduated from St. Louis University and the University of Missouri-Columbia School of Law and has been licensed in Missouri since 2007.

Recognition & Leadership

He serves as Chief Legal Officer of Integrated Benefits, Inc., where he has represented Social Security Disability claimants in every state and handled hearings in 48 states and Puerto Rico.

Professional Involvement

He has also been a long time NOSSCR member including service on the Board of Directors and numerous committees.

Experience

He has experience in administrative practice and several federal courts, including the 10th Circuit.
Jason Heinze

Jason Heinze

Claim Data

Jason Heinze represents clients in Social Security disability claims and long term and short term disability claims under ERISA, and developed ClaimData symptom tracking software for disability attorneys.

Experience

Has been representing clients in Social Security disability claims and long term and short term disability claims under ERISA since 2015. In 2019, started exploring ways to document clients' invisible symptoms like pain, fatigue and psychological suffering, which led to developing ClaimData symptom and impairment tracking software.

Credits by state

AK1.3
AL1.3
AR1.3
AZ1.3
CA1.3
CO1.3
CT1.3
DC
DE1.3
FL1.3
GA1.5
HI1.3
IA1.3
ID1.3
IN1.3
KS1.3
KY1.3
LA1.3
MA1.3
MD1.3
ME1.3
MI1.3
MN1.3
MO1.5
MS1.3
MT1.3
NC1.3
ND1.3
NE1.3
NH75.0
NJ1.5
NM1.3
NV1.3
NY1.5
OH1.3
OK1.5
OR1.3
PA1.3
RI1.5
SC1.3
SD1.3
TN1.3
TX1.3
UT1.3
VA1.3
VT1.3
WA1.3
WI1.5
WV1.5
WY1.3

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70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
1.3 General
Alaska
Approved
1.25 General
iOur programs are CLE-eligible through Alaska’s recognition of multi-jurisdictional reciprocity.
Arizona
Approved
1.25 General
Arkansas
Approved
1.25 General
California
Approved
1.25 General
Colorado
Pending
1.25 General
Connecticut
Approved
1.25 General
Delaware
Pending
1.25 General
District of Columbia
No Required
No MCLE Required
Florida
Approved
1.25 General Hours
iReceive CLE credit in Florida via Attorney Submission.
Georgia
Approved
1.5 General
Hawaii
Approved
1.25 General
Idaho
Pending
1.25 General
Indiana
Pending
1.25 General
Iowa
Pending
1.25 General
Kansas
Pending
1.25 Substantive
Kentucky
Pending
1.25 General
Louisiana
Pending
1.25 General
Maine
Pending
1.25 General
Maryland
No Required
1.25 CLE Hour(s)
Massachusetts
No Required
1.25 CLE Hour(s)
Michigan
No Required
1.25 CLE Hour(s)
Minnesota
Approved
1.25 General
Mississippi
Pending
1.25 General
Missouri
Approved
1.5 General
Montana
Pending
1.25 General
Nebraska
Pending
1.25 General
imyLawCLE reports attendance to Nebraska on each attorney’s behalf for all programs. Please do not self-report.
Nevada
Pending
1.25 General
New Hampshire
Approved
75 General minutes
iAs of July 1, 2014, the NHMCLE Board no longer provides pre- or post-approval of courses. Attendees must self-determine whether a program is eligible for credit, and self-report their attendance online at www.nhbar.org, based on qualification provisions of Rule 53.
New Jersey
Approved
1.5 General
iOur programs are CLE-eligible through New Jersey’s recognition of multi-jurisdictional reciprocity, except for the courses required under BCLE Reg. 201:2
New Mexico
Approved
1.25 General
New York
Approved
1.5 General
iOur programs are CLE-eligible through New York’s Approved Jurisdiction Group “B”.
North Carolina
Approved
1.25 General
North Dakota
Approved
1.25 General
iOur programs are CLE-eligible through North Dakota’s recognition of multi-jurisdictional reciprocity. Section 1, Policy 1.14
Ohio
Approved
1.25 General
Oklahoma
Pending
1.5 General
Oregon
Pending
1.25 General
Pennsylvania
Approved
1.25 General
Rhode Island
Pending
1.5 General
South Carolina
Pending
1.25 General
South Dakota
No Required
1.25 CLE Hour(s)
Tennessee
Approved
1.25 General
Texas
Pending
1.25 General
Utah
Pending
1.25 General
Vermont
Approved
1.25 General
Virginia
Not Eligible
1.25 General Hours
Washington
Approved
1.25 Law & Legal Hours
iReceive CLE credit in Washington via Attorney Submission. myLawCLE will supply Washington state attorneys with instructions on how to gain credit.
West Virginia
Pending
1.5 General
Wisconsin
Approved
1.5 General
Wyoming
Pending
1.25 General

Alabama

Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs