Cutting edge Social Security education.

Increasing Advisor Value with NSSA® Certificate and Education

Classes are coming to a city near you.

Course Offerings


  • Thanks again for the great training. I started using the information I learned with my clients immediately. It has really added to my credibility! Rich M, Texas
  • Just want to say it’s really great having you two to lean on when I’m uncertain. You’ve trained me well but sometimes question myself. Thanks for doing what you do! Barbara S, Colorado
  • I am enjoying the course and love the conversation between you guys on the videos, especially the trials and tribulations of party animal “Harold.” Chris K, Connecticut
  • I appreciate that you are always there to support me. It means a lot! Danielle Arsenault, Kansas
  • This course has been very helpful to clients already, thanks again, Sam Sam D, Connecticut
  • Thanks for the SS training last week! Learned a lot and looking forward to further focus on this important part of the financial planning matrix! Leslie C, Kentucky
  • I finished the on demand class today . . I really enjoyed the class and I learned a lot. Adam H, Illinois
  • I am very pleased that I came to the education . . What I learned is what I came for and to know that the video will be available for backup is great. Much success and thanks for your hard work and desire to make this work for all of us and our clients. Bob Z
  • You guys helped close a big case with that answer really appreciate it. Thank you for the great work you both do. Patrick C, California
  • I hope all is well my friend. We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of San Diegans and counting. Brad W, California
  • It was so nice talking with you yesterday. I was super impressed how quickly you called me! Susan C, Florida
  • Thanks again for the training you provided it has been invaluable for my practice. Stacey A, TN
  • You guys rock! I am thoroughly enjoying your SS online course! David T, Florida
  • I really appreciate your examples, they make it come alive more so than articles describing strategies. John
  • Social Security is complex program where the choice you make can mean thousands of dollars of extra earnings in retirement. Knowing these choices is important to my clients and NSSA [Certificate program] has increased my ability to guide them in the right direction. James B
  • Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support. Rayyan A
  • I attended your class and passed the NSSA assessment 2 1/2 years ago. The NSSA Certificate been a career boost and my clientele is reflecting that. Kimberly H, Ohio
  • Over the last 12 months since earning the NSSA Certificate I have brought in 40 additional clients and $400,000 in additional revenues. David S, Washington (state)
  • Thank you and Jim for the incredible work and effort put into these webinars, videos etc, let alone this program. Really a blessing to have been directed to you. Karl W was absolutely right: you guys are class acts. Alan K
  • Thanks guys, it is VERY much appreciated to have you take time out of your day to answer a complicated question from time to time that comes across our desks. Bradley W, California
  • I thought the information was outstanding! I was anxious to get started and improve my foundation of knowledge surrounding social security as it has become a significant portion of our planning. I would like to thank you for making the material highly educational and for offering a bona fide Certificate will differentiate myself from the pack. The NSSA [Certificate] is a standout program and will be very well received by my clients and participants of the workshops. David G, Florida
  • “NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.” Kimberly Y, Ohio


78 million baby boomers are either currently eligible or will soon be eligible for Social Security. With NSSA® Certificate and Training,
you can help these prospective clients receive maximum Social Security benefits through astute analysis of filing options.


NSSA® Certificate and Education 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.

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Serve 78 Million Baby Boomers Credibility and reputation are important. Distinguish yourself among your peers. Stand out from the crowd. Let your clients know that you have invested in their future by investing in your own training.

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Classes, On Demand and Webinars Attend a class in a nearby city. Invite us to train at your facility. Or learn from your office, in a location and time that suits your schedule. We will share our knowledge with you at a time, site, and format that meets your needs.

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