Premier Social Security Consulting of Cincinnati has added two Social Security tools to its technology toolkit.
Premier has purchased Social Security Help Centers™, an internet-based, lead generation tool for professional advisors, and has announced a strategic partnership with Social Security Pro, a Social Security benefits calculation tool.
“Professional advisors often need more than just Social Security education,” said Marc Kiner, partner at Premier Social Security Consulting. “They need tools to help them to accurately calculate Social Security benefits for their clients, as well as to grow their businesses.
“We’ve found that many of the professional advisors we work with are basing their practices on baby boomers. The Social Security topic has become an increasingly important one for all retirees and has become an excellent lead generation tool.”
A married couple can leave as much as $150,000 on the table in lifetime Social Security income by not accessing the program correctly based on their ages, health and life expectancy and not coordinating spousal benefits, said Kiner. Retirements today can last up to 30 years.
Premier educates professional advisors on the Social Security program through National Social Security Advisor (NSSA®), the nation’s only accredited Social Security education certificate program. Premier’s organizational goal is to help professional advisors nationwide learn the Social Security program so they can in turn help clients maximize Social Security income.
For a one-time subscription fee of $495, with a $99 annual fee after the first year, professional advisors can install the Social Security Help Centers’ landing page on their websites and customize it with their business information. A free e-book titled, Your Personal Financial Help Center by Bruce Sankin, president of Financial Help Centers of Pompano Beach, Fla., is embedded into the landing page.
Sankin is an entrepreneur who has developed a lead-generating and branding marketing system for insurance and financial professionals.
The e-book includes information on how to maximize Social Security benefits; choosing the right annuity for retirement; protecting your money with long-term care insurance; protecting yourself against identity theft; and what to look for in a life insurance policy.
“With the contact information provided to receive the e-book, each of the website visitors can then be contacted by the professional advisor in order to determine whether he or she can be converted into a client,” said Kiner.
The Social Security Help Centers’ landing page is available to any professional advisor who wants to grow his or her business, said Jim Blair, a 35-year veteran of the Social Security Administration and partner in Premier Social Security Consulting.
“You don’t need to be an NSSA certified advisor to subscribe to the Social Security Help Centers service,” said Blair. “The e-book is meant to begin a client discussion for both pre- and post-retirees on working effectively toward retirement and maximizing Social Security benefits.”
Premier has also partnered with Impact Technologies Group of Charlotte, North Carolina, to recommend its Social Security Pro software benefits calculator. The extensively-researched and patented Social Security Pro software program is a web-based tool that can run clients’ Social Security calculations for them, added Kiner.
Advisors click or touch on a ‘start age’ button on an interactive grid and use a slider to change assumptions. As assumptions are made, hundreds of calculations take into account thousands of Social Security rules to compare options, suggest the best filing strategy and show the lifetime benefits difference between options, according to the Social Security Pro website.
“What I like about the software is its user simplicity,” said Kiner. “Professional advisors can now interview a client, enter his or her age data into the Social Security Pro calculator program, and generate a graphically-attractive report to discuss with the client in order to help maximize their Social Security benefits. Clients will be able to see for themselves how their choices may affect their lifetime benefits.”
Social Security has increasingly become important for retirees so they don’t outlive their money. About 75 million Americans today are classified as baby boomers.
The National Social Security Advisor certificate is awarded to professional advisors who take the NSSA course and pass an assessment.
NSSA accreditation is provided by the Institute for Credentialing Excellence (ICE) in Washington, D.C. The National Social Security Association has certified more than 1,900 advisors since the program began in 2013.
For more information about the National Social Security Advisor certificate program, the Social Security Help Centers or the Social Security Pro software, call Kiner at (513) 247-0526.
Visit the NSSA website at www.nationalsocialsecurityassociation.com or the Premier Social Security Consulting site at www.premiernssa.com for information about Premier’s Social Security education program.