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7 min read

Social Security Unlocked: Maximizing Benefits & Guiding Your Clients

By NAIFA-Texas on 7/22/25 10:27 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

Social Security remains one of the most important and often misunderstood components of retirement income planning. For financial professionals, helping clients navigate the complex claiming rules and optimize their benefits can make a meaningful difference in their long-term financial security.

Join us on Wednesday, August 6, 2025, from 12:00 to 1:00 pm Eastern for a webinar with Martha Shedden, RSSA, CRPC, President and Co-founder of the National Association of Registered Social Security Analysts. This webinar is free for both members and non-members, thanks to co-sponsorship by RSSA.

Martha will break down the most frequently overlooked rules and strategies in Social Security planning. Through real-world case examples, she will highlight the critical claiming decisions that can significantly impact a client’s lifetime benefits. Whether working with single individuals, married couples, or widowed and divorced retirees, financial professionals will walk away with practical tools to guide better client outcomes.

This webinar will explore:

  • Common Social Security terms, acronyms, and benefit calculation methods.
  • Key reductions and credits tied to age and employment status.
  • How to help singles, couples, and divorced and widowed clients maximize their benefits.
  • Who qualifies for dependent benefits and how those amounts are determined.
  • Claiming strategies for widows and widowers with dual eligibility.
  • How life expectancy and timing decisions can affect lifetime payouts.

Do not let your clients leave money on the table. Learn how to confidently lead Social Security conversations and identify the best course of action for each unique situation. Register today and unlock strategies that can elevate your retirement planning expertise.


REGISTER

 

Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA
7 min read

Long-Term Care Insurance is a Critical Part of the Caregiving Conversation

By NAIFA-Texas on 7/22/25 10:19 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

NAIFA CEO Kevin Mayeux recently published a column in InsuranceNewsNet spotlighting two critical legislative initiatives that NAIFA strongly supports: the Credit for Caring Act and the Lowering Costs for Caregivers Act. These proposals aim to provide meaningful tax relief and expanded savings tools for caregiving families—support that’s urgently needed as more baby boomers reach their 60s and the demand for long-term care solutions continues to rise.

Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA Centers of Excellence
9 min read

Building Legislative Bridges in Financial Services With Diane Boyle

By NAIFA-Texas on 6/23/25 9:27 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

For over 30 years, Diane Boyle has been the Senior Vice President of Government Relations for NAIFA. Diane advocates for state, interstate, and federal laws that benefit the good of the people. She graduated from Louisiana State University with a degree in political science and government.

Topics: #NAIFAProud Podcast Advisor Today NAIFA Texas NAIFA
8 min read

Q1 2025 Hard Hat Award – PAC Champion: Joseph Orr

By NAIFA-Texas on 6/3/25 11:03 AM

INFORMATION PUBLISHED ON AT.NAIFA.ORG

 

Topics: #NAIFAProud Advisor Today NAIFA Texas NAIFA

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