ClientFirst Financial is committed to providing the Social Security training and tools financial professionals require to help clients and prospects maximize their election decision.

Membership

Get access to coaching, webinars, software and more to grow your practice as a trusted Social Security advisor with a ClientFirst membership.

Software

Interactive Social Security Explorer income planning software helps you counsel clients to maximize Social Security benefits. A powerful planning tool for financial advisors.

Certification

NSSA certification equips financial professionals with Social Security expertise, your clients benefit, and others needing help will naturally seek you out.

Become the “go-to” Social Security advisor in your community ~

  • Client First Social Security membership, digital toolkit, and software offerings will build and strengthen your financial practice.
  • Employ these powerful tools and leading-edge software to help your clients make smart Social Security decisions.
  • Bring more value to current clients and quickly increase your new client pipeline by adding Social Security services to your practice.
  • Increase referrals from attorneys, accountants and retirement planning professionals
  • Take advantage of the growing demand by women for knowledge about Social Security claiming strategies and related financial planning topics.

Act now ~ 10,000 Boomers are retiring every day!

If you missed our April 9th Webinar, “Social Security Advisor Lead Gen Methods and 3 Secrets of the Social Security Administration,” you can view that here:

 

Financial Advisors are winning new clients with sound Social Security income claiming advice. Frank Horath of ClientFirst Financial along with guests–Kevin Stoddard of Ziptek; Jim Blair, of Premier Consulting (having over 35 years’ experience within the SSA) and Marc Kiner (who sold his accounting practice to develop the NSSA program along with Jim)–will share several marketing and practice management tools to help advisors build relationships with accountants and estate planning attorneys plus discuss the NSSA’s (Premier Social Security Consulting LLC) Social Security certification program for financial professionals. Learn more about the NSSA certification program.