Our 2026 Social Security Update Kit is here!
Social Security continues to play an important role in retirement planning — but changing program projections, claiming decisions and individual income needs can make those conversations increasingly complex.
New for 2026, IAMS has brought together key Social Security information, advisor education and client-ready resources in one convenient kit.
The 2026 Social Security Update Kit is designed to help you stay current, prepare for the questions clients may already be asking and create more meaningful conversations around retirement income.
Your kit includes:
- Social Security Administration Trustee Report — Review key information on the financial status and long-term outlook of the Social Security program.
- Social Security Administration Agency Financial Report — Gain additional perspective on the agency's financial position, performance and program operations.
- 2026 Social Security Outlook Agent Guide — Get advisor-focused insights to help you understand current Social Security issues and identify planning opportunities.
Plus, client-ready resources you can put to work immediately:
- Social Security and Retirement Income Review
- Social Security Claiming Checklist
- Social Security Stress Test
Use these materials to help clients evaluate claiming decisions, consider Social Security within their broader retirement income strategy and identify potential areas that may need additional planning.
Whether you’re preparing for an upcoming review or looking for another reason to reconnect with clients and prospects, this new kit gives you timely resources to help start the conversation.
Fill out the form to request your kit today.