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Why Choose a National Social Security Advisor

The National Social Security Advisor (NSSA) certificate program was created by CPA, Marc Kiner and Jim Blair, a 35 year veteran of the Social Security Association.

The NSSA program includes training on Social Security and Medicare, and prepares professional advisors with the knowledge they need to be able to help their clients make the most of their Social Security benefits.

According to Jason Ficher, former Chief Economist for the Social Security Administration, 96% of beneficiaries fail to get the most out of their benefits, costing them an average of $110,000 per household.

What Are The Requirements?

In order to become a National Social Security Advisor (NSSA) certificate holder, an advisor must:

  • Advisors are required to take an 8-hour educational course
  • Pass a proctored assessment with a score of 79% or greater
  • Agree to abide by the code of Ethics
  • Maintain continuing education of 8 hours of approved Social Security courses

How Can an NSSA Help Me?

National Social Security Advisors can help their clients maximize their social security benefits and are equipped to answer questions such as:

  • How benefits are calculated
  • Spousal benefits
  • Reduction if benefits are taken before Full Retirement Age
  • Increase if benefits are delayed beyond Full Retirement Age
  • How Social Security benefits are impacted due to earnings
  • How Social Security benefits are impacted by children
  • Impact of public employee pensions on benefits
  • Social Security options available to married couples
  • Social Security options available to a divorced individual
  • Social Security options available to a surviving spouse
  • Social Security options available to single individuals
  • Factors to consider when deciding when to begin benefits
  • The appeals process

The certification allows Mr. Sternbach to counsel clients on the best way to claim Social Security benefits in order to optimize lifetime Social Security income.

“A financial advisor should not just be concerned with the assets they manage for a client.” said Leibel. “An individual’s Social Security benefit is one of, if not the largest, sources of income that retirees will have during retirement. My job is to help them maximize this benefit for them and their spouse”.

Leibel teaches a regular class on Social Security and has published countless articles on Social Security. Use the link below to download his free guide on how to make the most of your Social Security benefits.

Social Security Maximization Guide

To help you make the most of your benefits, I've put together this simple, easy-to-follow guide that breaks it all down for you.

Or to have Leibel help you with your Social Security questions,
book a free, no-obligation meeting.

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