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PLANNING YOUR FUTURE - NAIFA 2018
To watch the full NAIFA Planning Your Future program, visit
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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 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
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.
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.
This course has been very helpful to clients already, thanks again, Sam
Sam D, 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 really appreciate your examples, they make it come alive more so than articles describing strategies.
I appreciate that you are always there to support me. It means a lot!
Danielle A, Kansas
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
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 finished the on demand class today . . I really enjoyed the class and I learned a lot.
Adam H, Illinois
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
Thanks again for the training you provided it has been invaluable for my practice.
Stacey A, TN
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.
NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.
Kimberly Y, Ohio
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
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
You guys rock! I am thoroughly enjoying your SS online course!
David T, Florida
It was so nice talking with you yesterday. I was super impressed how quickly you called me!
Susan C, Florida
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
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.
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
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