Social Security Consulting Education

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

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.

Bob Z

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

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 appreciate that you are always there to support me. It means a lot!

Danielle A, Kansas

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

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

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

You guys rock! I am thoroughly enjoying your SS online course!

David T, Florida

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

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 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.

David G, Florida

This course has been very helpful to clients already, thanks again, Sam

Sam D, Connecticut

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

NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.

Kimberly Y, Ohio

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

I finished the on demand class today . . I really enjoyed the class and I learned a lot.

Adam H, Illinois

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

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

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 really appreciate your examples, they make it come alive more so than articles describing strategies.

John

Joint Class w/Rick McClanahan

Certified Financial Fiduciary Certification

National Social Security Advisor Certification

TESTIMONIALS

FEATURED ON

CONTACT INFO