3 Social Security mistakes that could cost you in retirement feat. Heather Schreiber

3 Social Security mistakes that could cost you in retirement feat. Heather Schreiber

Social Security is one of the most important pieces of a retirement income plan, yet it's also one of the most misunderstood. Hear from one of the leading voices in Social Security, Heather Schreiber, Founder and President of HLS Retirement Consulting, as she unpacks three of the biggest Social Security mistakes retirees make and explains why claiming benefits is about much more than choosing a date.

A Grand Slam summer for retirement conversations

Tune in to hear how North American's latest product enhancements can help create new opportunities and strengthen your next retirement planning conversation. Hear more about: * The highest premium bonus opportunity in North American history * Stronger guaranteed income with Income Pay Pro * Increased rates across key accumulation products * New ways to reconnect with clients this summer

Winning the attention war: How to cut through the noise and drive more client conversations

In this episode of Annuity Chat, discover how marketing strategies and value-add resources can help you stand out and build stronger client connections. Tune in for: * Value-add materials you can use to spark stronger client conversations * Using foreign language resources to reach more communities * Positioning FIAs confidently in today’s market

What the latest Fiduciary Rule means for your business

In this can’t-miss episode, Tyler Brown, Vice President, Government Affairs, joins us for a timely discussion on the latest regulatory developments shaping the industry. Tune in for: * A breakdown of the latest Fiduciary Rule * What it means for financial professionals, including form and process changes * How North American is supporting independent distribution, and what’s ahead * The latest NAIC updates, including illustrations and model changes * Other key issues to watch, from SEC activity to state regulations

Speaking the language of trust: Why language access matters in client conversations

In this episode of Annuity Chat with North American, Jonah Hardenbrook, Sales Vice President, returns to build on last August’s conversation about empowering financial professionals and their clients, with a focus on our new Spanish-language materials initiative. He shares how the effort began, why it is a strategic priority now and for the future, and how it helps agents build stronger connections within the communities they serve. You’ll hear more about: * How the Spanish-language materials initiative came to fruition * Why these offerings matter from both an agent and client perspective * Where we’re headed next as we continue expanding our language initiatives