Maximizing Retirement Income:
Social Security & Annuity Strategies for Advisors
Date: Nov. 13th
Time: 10 am
Location: The Alloy, a DoubleTree by Hilton
301 W. Dekalb Pike | King of Prussia, Pa 19406
Master Social Security Planning:
Understand benefit claiming strategies, spousal rules, and how to help clients maximize lifetime income.
Earn Recognition:
Learn about the NSSA® Certification—the gold standard for Social Security expertise.
Annuities & Income Planning:
Explore how annuities can create guaranteed lifetime income to supplement Social Security.
Integrated Retirement Strategies:
Combine income planning, longevity risk management, and tax efficiency for client peace of mind.
Prospecting Opportunities:
Position yourself as a retirement income expert to attract more clients and referrals.
Understanding IRMAA
(Income-Related Monthly Adjustment Amount):
Empower your clients. Expand your expertise
Join us for a free educational seminar exclusively for Insurance Agents and Financial Advisors — featuring expert-led training on Social Security Planning through the National Social Security Advisor (NSSA®) Program, and how to integrate Annuities into comprehensive income planning strategies.
The Alloy
DoubleTree by Hilton
301 W. Dekalb Pike | King of Prussia, Pa 19406
Nov 13th
10:00 AM – 1:00 PM
Register
Feel free to register for yourself and a guest. One submission per person, please.
Contact Us Anytime
Reach out to a member of our team for more information about the event or our services offered.
Call for more Information
1 (800) 772-6881 x6003
annuity@pfsinsurance.com
