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Premier Social Security Consulting Becomes Wealth Management Group's Exclusive Provider
Wednesday, October 23, 2019

Orlando, Florida, October 22, 2019 - The Wealth Engineering Institute is pleased to announce its selection of Premier Social Security Consulting as the exclusive provider of Social Security consulting and educational services for it's network of over 2,100 wealth management firms.

"We are excited to add Premier to our Expert Sourcing Team," said WEI CEO and Managing Partner, Nick Gregory, ChWE, CEBA, ChFWA. "Social Security Consulting and Education are extremely important for advisors serving the needs of 76+ million baby boomers. Social Security "knowledge" is a necessity when it comes to comprehensive financial management. Premier Social Security Consulting's national presence and expertise in this market make them a natural fit for our team." Premier Social Security Consulting also offers advisors the ability to earn the National Social Security Advisor Certificate. To date, over 2,000 certificates have been awarded to advisors nationwide.

Premier's president, Marc Kiner, added, "Our mission, pure and simple, is to help folks across the country maximize their Social Security benefits by educating their financial advisors. We are honored to join the WEI Expert Sourcing Team."

With this announcement, Premier Social Security Consulting joins an arsenal of best-of-breed expert sourcing firms that provide a vast array of services to WEI's network of wealth management firms, accounting firms, investment and insurance advisors and attorneys across the nation. The result is the fusion of advanced knowledge, experience, services, and products with sound engineering principles to create a synchronized hub for family and business wealth building.

Premier Social Security Consulting LLC is the leader in Social Security consulting and education. To date, more than 5,000 advisors have attended Premier's Social Security education programs nationwide. Every client has a unique Social Security situation. Therefore, our education platform focuses on Situational Social Security Planning. Advisors attend the training and also receive support thru one-ono-one advice and monthly webinars. Advisors learn the ins and outs of Social Security; increasing their value to clients. Owners, Mr. Kiner and Mr. Blair also created the National Social Security Advisor Certificate program. This educational program received accreditation by the Institute for Credentialing Excellence and is the only accredited educational program in the nation. For additional information relating to our suite of services visit www.premiersocialsecurityconsulting.com and for information relating to the National Social Security Advisor Certificate program visit www.premiernssa.com.

Headquartered in Orlando, FL, the Wealth Engineering Institute (WEI) serves over 2,200 wealth management firms, investment and insurance advisor, CPAs and attorneys across the nation. WEI helps these professionals harmonize the complex wealth of families and businesses through the organization’s Wealth Engineering Process. WEI is also the governing body and grantor of the Chartered Wealth Engineer (ChFE) professional designation. For more information about The Wealth Engineering Institute, visit thefei.com or call 407.878.3520.



 
 
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Blog Categories

  • General
    • 11/01/2019 - National Social Security Advis
    • 10/23/2019 - Premier Social Security Consul
    • 09/11/2019 - Jim Blair helps to shed light
    • 07/15/2019 - Premier Social Security Consul
    • 09/20/2018 - NAIFA Conference Highlights th
    • 10/14/2016 - Baby Boomer Market
    • 11/28/2015 - Social Strategies
    • 11/28/2015 - Budget Bill Changes
    • 11/25/2015 - New Social Security Claiming S
    • 08/26/2015 - Expert Discussion with NSSA An
    • 08/26/2015 - NSSA Exhibits Missouri Society
    • 08/26/2015 - Financially Stable Retirement
 
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TESTIMONIALS

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 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
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 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
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
You guys rock!  I am thoroughly enjoying your SS online course!
David T, Florida
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 A, Kansas
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
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
Thanks again for the training you provided it has been invaluable for my practice.
Stacey A, TN
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
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
I really appreciate your examples, they make it come alive more so than articles describing strategies.
John
I finished the on demand class today . .  I really enjoyed the class and I learned a lot. 
Adam H, Illinois
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 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
This course has been very helpful to clients already, thanks again, Sam
Sam D, Connecticut
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

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


513-218-8505 (Cell)
513-247-0526
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