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NSSA® for Estate Planning Attorneys

Social Security shapes what's left to distribute. Know how it works.

Spousal elections, survivor benefits, divorce benefit rules, and the interaction with pension income all affect how a client's estate is structured and what their surviving spouse will live on. NSSA® gives estate planning attorneys the Social Security fluency to advise clients more completely — and to catch the decisions that affect every document you draft.

WHY NSSA® FITS YOUR PRACTICE

What NSSA® Changes for Estate Planning Attorneys

  • Understand spousal and survivor benefit implications for estate plans
  • Coordinate Social Security timing with pension and annuity income
  • Identify divorce benefit opportunities that affect financial outcomes
  • Deepen client relationships at the intersection of income and legacy planning
$80T+The great wealth transfer is underway — Social Security is the anchor income for most retirees
11,000+Americans reach 65 every day, each facing a Social Security claiming decision
70%Of retirees claim Social Security before their optimal age — NSSA® advisors fix this

Ready to earn the NSSA® credential?

One enrollment. Complete preparation. Everything you need to advise clients on the most important retirement income decision they will ever make.

Questions? Contact us — we're happy to help you choose the right path.