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.
