Education

ClientFirst is pleased to provide excellent resources for financial advisors to become more knowledgeable on Social Security income claiming strategies.  The following programs supply course content on both Social Security income claiming strategies, as well as marketing and practice management development and enhancement. Financial professionals may choose to take these courses for purely educational purposes or to attain and meet their ongoing continuing education requirements.

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Objectives

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Master Insurance Class (Self-Paced)
$197
Financial Advisors, CFPs, IARs, Annuity & Life AgentsLearn how to better position insurance products & services and create demand from clients.learn-more
National Social Security Advisor, NSSAFinancial Advisors, CFPs, IARs, Annuity & Life AgentsBecome NSSA certifiedlearn-more