[REPLAY] Strategic Social Security: From Access to Autonomy to Coordinated Income from North American

Recorded 05/28/2026 

Join North American and one of the leading voices in Social Security planning, Heather Schreiber, Founder and President of HLS Retirement Consulting, for a session designed to help you equip your agents with more strategic, value-driven client conversations. 

This session will show you how to turn foundational Social Security knowledge into a powerful positioning tool, helping you:

• Help your agents turn basic Social Security concepts into value-driven client conversations
• Support agents in guiding clients through a key early retirement and tax decision within a broader income strategy
• Position Social Security as a source of autonomy, reducing reliance on other assets
• Reinforce tax diversification earlier and more effectively through Social Security planning
• Uncover overlooked opportunities your agents can bring to clients, including Medicare and IRMAA considerations 

If you’re looking for new ways to better support your agents, deepen their retirement income conversations, and create more opportunities across your business, this is a session you won’t want to miss.