NAIFA’s upcoming webinar, "Social Security Literacy and Income Planning: The Missing Link in Insurance and Financial Advice", focuses on one of the most influential yet frequently oversimplified components of retirement planning.

Too often, clients believe the Social Security decision comes down to selecting an age to begin benefits. But professionals who understand the broader strategy behind claiming decisions recognize the significant leverage Social Security provides: It impacts income timing, tax exposure, longevity planning, spousal considerations, and the integration of other retirement assets.

In this webinar, Martha Shedden, President and Co-founder of the National Association of Registered Social Security Analysts, will outline the four key factors Social Security professionals should understand and define the three pillars that support effective income planning. The webinar will also address the role technology plays in delivering professional Social Security analysis and strengthening client engagement.

For financial service professionals, Social Security literacy is not simply an educational enhancement; it is a business growth opportunity. Advisors who can clearly articulate claiming strategies and integrate them into comprehensive income plans position themselves as indispensable partners in their clients’ retirement journeys.

This webinar is cosponsored by NARSSA and offers an opportunity to deepen your expertise in a way that directly strengthens both client outcomes and professional differentiation.

Join us to strengthen your expertise, elevate your retirement planning conversations, and position yourself as a trusted resource in one of the most important decisions your clients will make.