From a
press release:
Premier Social Security Consulting, LLC of Cincinnati has experienced
explosive growth since implementing its National Social Security
Advisors (NSSA) training certification program nationwide in
January. ...
The company provides two-day,
Social Security advisor training class for CPAs, financial advisors,
insurance agents, Enrolled Agents and other professional advisors so
they can in turn counsel clients on the best way to access Social
Security benefits in order to optimize lifetime income.
The number of Premier's NSSA presentations nationwide have increased
rapidly and revenue for individual Social Security consulting, as well
as NSSA training courses, is up 325 percent year to date compared to
2012.
"Other former Social Security administrators are out there, but I
believe we are the only one determined to set industry standards for
consultation and education," said Premier partner Marc Kiner. ...
The NSSA course is being offered
for $295 for training through May. Afterward, the course costs $995 for
the two-day session. Both prices include a year of continuing support
and monthly webinars with Premier on Social Security issues.
The National Underwriter Company (NUCO) will prepare and administer
the NSSA exam. Certification is provided by the National Social Security
Association.
Two days of training? That's about enough time to learn how to be a positive menace to the people you're trying to advise.
To clarify, this has nothing to do with disability applications. They advise retired beneficiaries and their dependents on when and how to claim benefits.
ReplyDeletePremier's website says they cover SSI and disability is mentioned as well. My main concern is that any advice on genuinely "maximizing benefits" has to be state-specific or the client can be badly burned.
ReplyDeleteFor example, SSI recipients often rely on other state-specific assistance programs. If Premier is teaching one course out of a can, and if it does not take such state-specific benefits into account, then the advice does not "maximize" all benefits, and would be dangerous to follow. For example, taking an action that sounds like it makes sense for tax purposes may disqualify a client from some other crucial program or benefit and leave them worse off. If the course can cover that kind of detail in two days, then I would be most impressed. If not, then I am worried.