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Situational Social Security Podcast


On today’s show, Marc and Jim introduce themselves, how they got into Social Security education, and their plans for the show.

As Marc was developing his accounting practice over time, he began to get questions about Social Security, so in 2008 he decided to offer Social Security consulting services. After reading a number of books, he realized that he couldn’t do it alone. He started looking for someone to help, when an attorney he knew mentioned he had an uncle who was about to retire from the Social Security Administration. His uncle ended up being Marc’s partner Jim Blair.

In January 2010, Jim and Marc set up Premier Social Security Consulting to help clients understand and maximize their benefits. In 2013 they evolved into an education company, when they created the National Social Security Advisor Certificate Program. The course is 8 hours long, has received accreditation by the Institute for Credentialing Excellence, and offers the gold standard of support.

Jim had worked with the Social Security Administration for 35 years. He started as a service representative, before becoming a claims representative for 10 years. Then he moved into the management side of things for a number of years, finishing his final 9 years as the district manager at the Piqua, Ohio office.

We coined the phrase “Situational Social Security”, which is what we will explore on this show. We will talk about situations for single folks, married individuals, divorcees, individuals with deceased spouses, retirees with young children, and many others….

In addition to reviewing situations, we will be interviewing advisors about how they are using their Social Security knowledge to help their clients and add value to their business. We will also have guests on to talk about related topics like Medicare, reverse mortgages, long term care, etc…
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Thanks again for the training you provided it has been invaluable for my practice.
Stacey A, TN
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
It was so nice talking with you yesterday.  I was super impressed how quickly you called me!
Susan C, Florida
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 finished the on demand class today . .  I really enjoyed the class and I learned a lot. 
Adam H, Illinois
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
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
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
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
You guys rock!  I am thoroughly enjoying your SS online course!
David T, Florida
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
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
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 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
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 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
This course has been very helpful to clients already, thanks again, Sam
Sam D, Connecticut
NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.
Kimberly Y, Ohio
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 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 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



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Premier Social Security Consulting, LLC
7361 East Kemper Road Unit B
Cincinnati, Ohio 45249

513-218-8505 (Cell)
ICE 1100 Accredited Certificate Program