The Social Security Administration announced that it is reinstating National Social Security Month, a campaign to raise public awareness about accessing and optimizing benefits. Last observed in 2019, the campaign was paused during the pandemic and has been revived to help Americans make informed decisions about their retirement income.
Every day, 10,000 Baby Boomers become eligible to claim Social Security, creating an opportunity for financial professionals to guide clients through one of the most important steps in their retirement journey. NAIFA is committed to helping financial professionals turn this critical moment into opportunity through powerful tools and training, including the Registered Social Security Analyst (RSSA) program and educational resources like the on-demand webinar, "Social Security Financial Wellness: Help Your Clients Maximize Their Benefits." (NAIFA Members may access the webinar here.)
RSSA's program equips members with the knowledge, software, and support needed to:
The on-demand webinar dives into the 2,700+ rules that make Social Security planning complex—and the high cost of uninformed decisions, with the average household losing over $139,000 in potential benefits. Attendees learned strategies for spousal and survivor benefits, the earnings test, dependent benefits, and more.
Explore the RSSA program and watch the webinar to deliver smarter retirement solutions and become the trusted financial professional your clients need.