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Situational Social Security Podcast
 

SITUATIONAL SOCIAL SECURITY PODCAST

Welcome to Situational Social Security, where we review situations that are unique to clients, and learn about how advisors are using Social Security knowledge in their practice. Whether you specialize in Social Security already, or are interested in learning more, Situational Social Security is THE PLACE FOR YOU!! More details about our certificate program can be found here, or if you are interested in becoming a guest on our show, please leave us a message.
Situational Social Security

Situational Social Security #1: NSSA Origin Story

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.

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TESTIMONIALS

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
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
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 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
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
NSSA has directly increased my credibility, my business, and overall client experience and satisfaction.
Kimberly Y, Ohio
It was so nice talking with you yesterday.  I was super impressed how quickly you called me!
Susan C, Florida
I finished the on demand class today . .  I really enjoyed the class and I learned a lot. 
Adam H, Illinois
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
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 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 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
I appreciate that you are always there to support me. It means a lot! 
Danielle A, Kansas
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
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.
John
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
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 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

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