Instantly download Step 3 of the 5-Step Sequential Evaluation and begin learning how you can efficiently and accurately handle claims—and win more cases!


This helpful, practical training will enable you to understand and apply the law and SSA’s Step 3 guidelines for disability claims when a claimant’s symptoms may rise to the level of a listed impairment. Receive clear guidance to better understand the rules, regulations, and laws dictating the criteria of Step 3, as well as know the exceptions and forewarnings that help many claimants.


Gain insightful tips and advice to expedite more cases, based on Terri M. David’s experience as an SSA/OHO adjudicator, decision writer, and national trainer. With this training, you will be more equipped to handle and expedite SSD cases and provide improved service to the American public.


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 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 3: Meet or Medically Equal a Listing

  • 2      Overview and Value of Training

    2      Why This Training is Important

    3      Step 3

    10    Exceptions

    11    Forewarnings

    12    Review

    13    Practical Tools

    13    Hypothetical

    14    Expediting Case Processing Time

    14    Action Step

    14    Adjudicators’ Advice

    15    Decision Writers’ Words of Wisdom

    16    References, Rules, and Regulations

    18    Step 3 Quick Reference Guide

    21    Step 3 Quiz and Certificate


Terri M. David

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Email: terri@terrimdavid.com

U.S. Phone: 713.370.7517
Morocco: +212