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National Social Security Association, LLC

Cutting Edge Social Security Education

Increasing Advisor Value with NSSA® Certificate and Education

78 million baby boomers are either currently eligible or will soon be eligible for Social Security.

Do you want to grow your business? Would you like to increase your revenue? Time and again we hear from advisors who’ve gone through their training that they’ve obtained new clients, expanded their practices, and increased their revenues

With the National Social Security Advisor (NSSA®) Certificate and Training, from Premier Social Security Consulting, LLC, you can help these prospective clients receive maximum Social Security benefits through astute analysis of filing options.

The NSSA Certificate is the industry standard that signals colleagues and clients that you are able to provide thoughtful, strategic and expert advice regarding maximization of Social Security filings.

NSSA Certified advisors are more than just well-trained sources of Social Security knowledge. They are ethical financial practitioners who always adhere to the highest levels of professional conduct.

  • National Social Security Advisor (NSSA) Certification & Education for Advisors

Course Options & Pricing

  • Certificate & Education – $795 per person
  • Education with Support – $495
  • Pure Education – $350

They also offer webinar and on-demand classes to meet your needs

For advisers looking to differentiate themselves and create more value added for clients, pursuing a designation as a National Social Security Advisor (NSSA) could be a good investment of time.
Dave Buckwald, The Wall Street Journal, February 17, 2015

Lower-earning spouses who claim their own Social Security benefit before full retirement age take a cut of as much as 25%. But all’s not lost.
Rachel L. Sheedy, Kiplinger’s, July 2015

“NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.”
Kimberly Worthington

I watched the videos yesterday.  Thanks for all the wonderful information.  You presented it in a logical understandable manner. Well done!  I appreciate all the little tidbits you gave when the two of you were talking.   And I thought the quiz questions were well done.  You are right, you do hear a lot of misinformation at cocktail parties. People put the wrong pieces together. You did well straightening out a lot of that kind of thing.
Sharon W

Jim, you were an awesome instructor. Keep doing what you guys are doing – you are helping us advisors who in turn are helping our clients!
Anthony D

 

 

NSSA

 

 

Certificate Process

  • Take an educational course from an authorized educational provider.
  • Take an online proctored assessment.
  • Achieve a minimum test score of 75%.
  • Earn NSSA® Certificate.

Certificate Renewal

NSSA® Advisor Certificate lets clients and peers know that you have state-of-the-art, up-to-date training regarding how to help clients optimize their Social Security filings. We do our part to stay on top of Social Security regulations and Social Security programs-you need to do your part by renewing your training.

Biennially renewal cost is $395 or $1,000 for a lifetime membership. Additionally, 16 hours of continuing education is required to renew. Lifetime members must adhere to education requirements.

Biennial training not only provides you with the peace of mind that comes from knowing you are providing the best advice for your clients, it also serves to reassure your clients that their needs are being proactively met – thoughtfully, astutely, and competently.

Travels From:  Ohio
City: Cincinnati
$10,001 to $15,000

Biography

Expand your practice with the National Social Security Advisors Certificate

The knowledge obtained through NSSA® certificate [test], in conjunction with adherence to the NSSA® standards of excellence, will enable you to perpetually stay at the top of your game for Social Security consulting.

The National Social Security Association, LLC oversees all facets of the National Social Security Advisors certificate program including:

  • Advisor requirements
  • Training company requirements
  • Disciplinary procedures
  • Promotion of the NSSA® brand

The National Social Security Association, LLC establishes the requirements for companies to train advisors.

National Social Security Association education, training, and certification are available through our partners.

The National Social Security Association, LLC is a for-profit firm headquartered in Cincinnati, Ohio.

National Social Security Association, LLC Mission

NSSA® Certificate is a nationally recognized standard of competent and ethical Social Security planning.

NSSA® Certified Advisors benefit society by helping individuals and couples improve their financial security during retirement years through maximization of Social Security benefits. board of directors

Board Of Directors

The National Social Security Association’s board consists of very enthusiastic and hard working committed practitioners. The board members include founders Marc Kiner and Jim Blair, along with CPA/NSSA® Advisor Brian Schmidt.

The board provides strategic direction regarding the content and standards of the National Social Security Association’s Advisors Certificate Program.

Marc Kiner: Founder

Marc Kiner has 30 years experience in public accounting.  His primary areas of service were to privately held businesses and individuals. Recognizing a need in the marketplace for enhanced advisor knowledge for Social Security filings, Marc sold his practice in 2012 to concentrate on Social Security.  Marc is co-founder of the National Social Security Advisors certificate program.

Jim Blair: Founder

Jim Blair is the lead consultant in our Social Security consulting department, with over 35 years experience in helping individuals manage their Social Security benefits. Jim retired after 35 years with the Social Security Administration and is co-founder of the National Social Security Advisors certificate program.

Brian Schmidt: CPA/NSSA Advisor

Brian Schmidt has 22 years of public and private accounting.  Primary areas of service are to individuals and business and includes complex tax planning along with mergers and acquisitions.  Brian purchased his CPA practice in 2012 and belongs to the American Institute of CPAs, Ohio Society of CPAs and Knights of Columbus.

Presentations

Increasing Advisor Value With NSSA® Certificate Training

These topics are covered by the NSSA® Program:

NSSA® Training Topics

  • Social Security History
  • Social Security Future
  • Benefit Computations
  • Retirement Benefits
  • Medicare
  • Spousal Elections
  • Surviving Spousal Benefits
  • Lump Sum Death Payments
  • WEP/GPO
  • Benefits Taxation
  • COLA
  • Case Studies
  • …and much more,

After NSSA® Training, you will understand:

  • How benefits are calculated
  • Spousal benefits
  • Reduction if benefits are taken before Full Retirement Age
  • Increase if benefits are delayed beyond Full Retirement Age
  • How Social Security benefits are impacted due to earnings
  • How Social Security benefits are impacted by children
  • Impact of public employee pensions on benefits
  • Social Security options available to married couples
  • Social Security options available to a divorced individual
  • Social Security options available to a surviving spouse
  • Social Security options available to single individuals
  • Factors to consider when deciding when to begin benefits
  • The appeals process

Areas of expertise

  • Financial Advisor Social Security Training & Coaching
  • Consumer Social Security
  • National Social Security Association, Training
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