Get Certified as a Social Security & IRMAA Expert, Increase Your Annuity Sales & AUM By WIN Group

Stop selling products and start solving the "Retirement Tax" problem

In 2026, the independent agent landscape is more competitive than ever. Clients aren't looking for another "annuity guy"—they’re looking for a strategist who understands the complex intersection of Social Security, Medicare, and IRMAA.
​
In this Power Hour session, Phil Dizon (WIN Group) is joined by Jason Stanley (VP of Strategy at NSSA) and a team of industry heavyweights to reveal how leading with high-level certifications can fundamentally shift your sales process from "pitching" to "consulting."

Why are Social Security & IRMAA are your best marketing tools? Most advisors treat Social Security as a side note. The top 1% treat it as a bridge. By mastering these topics, you stop fighting for attention and start earning "Trusted Advisor" status.
Key highlights from the session include:

• The NSSA Pedigree: Learn from the curriculum built by a 35-year Social Security Administration veteran—the "walking encyclopedia" of the industry.
• The IRMAA Surge: Understand why IRMAA (Medicare surcharges) is the fastest-growing topic in retirement planning and how it directly impacts your high-net-worth clients' portfolios.
• Mapping Solutions to Context: Discover how to transition from a Social Security audit into a life or annuity solution without it feeling like a "sales jump."
• Technical Excellence: Meet training directors Cindy Hill (CFP) and Todd Val (ERISA Attorney) as they provide a high-level overview of the practical applications of this knowledge.

Elevate your brand for the next year. Knowledge is power, but certification is credibility. This video dives into how the NSSA and IRMAA CP designations can be the "secret weapon" that makes 2026 your most productive year yet.
​
"Leading the conversation with prospects around these topics is huge. It helps advisors map products to solutions without just saying, 'Here is a product.'" — Jason Stanley, NSSA

Watch the Replay & Access Exclusive OffersStick around until the end of the video to access a heavily discounted partnership offer to get certified through NSSA and start utilizing their nationally recognized brand as an extension of your own and schedule your demo with the WIN Group Team HERE

Watch the Full Episode here