Both men are dynamic public speakers who focus on counseling clients to help them claim Social Security at the right time, in the right way, to maximize lifetime Social Security benefits.
CINCINNATI (PRWEB) November 16, 2017
The National Social Security Association has selected two financial advisors committed to Social Security education as National Social Security Advisor (NSSA®) Advisor of the Year.
NSSA Advisors Wm. Steve Wright, managing member of Wright Legacy Group in Elizabethtown, Ky., and Steven Roeth, director of wealth management at Sun City Financial in Las Vegas, were selected NSSA Advisor of the Year for helping retirees and those planning for retirement maximize Social Security income, said Marc Kiner, board member for the National Social Security Association.
“These men received their certificates as National Social Security Advisors just a few years ago, and have run with the concept of expanding Social Security education in their communities and throughout the nation,” said Kiner. “Both men are dynamic public speakers who focus on counseling clients to help them claim Social Security at the right time, in the right way, to maximize lifetime Social Security benefits."
Kiner is a partner in Premier Social Security Consulting of Cincinnati, which teaches the NSSA Advisor® Social Security education program to CPAs, financial advisors, insurance agents, enrolled agents and other professional advisor organizations about Social Security so they can in turn advise clients about Social Security program changes and recommend optimal claiming strategies.
The National Social Security Association awards certificates to professional advisors who take the NSSA Advisor course and pass an assessment. More than 1,500 advisors have earned certificates since the program began in 2013. NSSA Advisor training will be offered in 19 cities across the nation in 2018.
Wright said he promotes his expertise in Social Security education in Kentucky, Kansas and Ohio through seminars; a monthly newsletter; a weekly financial column in his local newspaper; a local TV show; and a self-published book he wrote titled, The New Rules of Social Security 2016: What You Need to Know to Obtain Thousands of Extra Dollars in Benefits.
Wright said the NSSA Advisor certificate allows him to counsel clients on the best way to claim Social Security benefits in order to maximize lifetime Social Security income.
“We serve very middle class business owners and career workers who earn $40,000 to $60,000 a year,” said Wright. “We’re in the heart of the middle class. That’s why Social Security is so important to our planning discussions. It provides a predictable monthly income that is the cornerstone of a retiree’s monthly budget.”
Roeth, 37, has worked in the financial services industry for 14 years, opening his own business as an independent life, annuity and health insurance broker in 2005. He expanded into commercial real estate development and business projects before selling his business and partnering with Sun City Financial in Las Vegas in 2015 to open its Wealth Management Division.
Sun City Financial is the largest Medicare and health insurance brokerage in the state of Nevada. Roeth offers fee-based financial advising and wealth management as an Investment Advisor Representative of Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisory firm headquartered in Minneapolis.
“In order to build and protect wealth, comprehensive financial planning is needed,” said Roeth. “Some people look at investment performance only, and neglect risk management or taxes. Less than 10 percent of people develop a formal financial plan. They don’t plan to fail, but a lot of people fail to have a plan.”
Since Roeth earned his NSSA Advisor certificate in 2015, he has offered clients 480 pro-bono Social Security analysis appointments. He has taught 76 Social Security classes since 2015.
“A lot of financial education classes are designed to sell an annuity or wealth management services,” said Roeth. “Mine are designed to help people learn some of the techniques they need to succeed in building and preserving wealth.”
Both Roeth and Wright said the NSSA Advisor certificate has provided a boost to their businesses.
“Having a certificate and the information Jim Blair provides is phenomenal,” said Wright. “We get Social Security updates from Jim and Marc on a timely basis. I tell clients who come to my workshops that I want them to know 95 percent more about Social Security than their friends or the people they play golf with. Having the NSSA Advisor certificate gives you credibility and access to the latest information on Social Security.”
Jim Blair is a 35-year veteran of the Social Security Administration and partner in Premier Social Security Consulting.
“Baby boomers turn 65 years old at the rate of 10,000 a day, yet the majority know little about how to maximize their Social Security income,” said Blair. “Since retirements today can last up to 30 years, Social Security is increasingly important to help retirees not outlive their money. That’s why we developed the NSSA Advisor certificate program—to help advisors teach clients everything they need to know about Social Security, but didn’t know they should ask.”
About 76 million Americans are classified as baby boomers.
Premier has announced a tuition rate increase in 2018 to take the NSSA Social Security training program, with a discount for registrations made before December 31. Projected tuition for the live class after Dec. 31 will be $995, with web-based and on-demand classes at $695. Premier also provides private, on-site classes for organizations that need to provide in-house Social Security training to multiple professional advisors.
For more information about the NSSA Advisor certificate program and its 2018 class and webinar schedule, go to http://www.nationalsocialsecurityassociation.com or http://www.premiernssa.com or call Kiner at (513) 247-0526.
For more information about the Wright Legacy Group, contact Wright at Steve@WrightLegacy.com or call (270) 723-0333.
For more information about Roeth or Sun City Financial, visit http://www.suncityfinancial.com or call Roeth at (702) 551-4949.
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Contact: Marc Kiner
Phone: (513) 247-0526
About the National Social Security Advisor program:
Marc Kim and Jim Blair are partners in Premier Social Security Consulting of Cincinnati, which teaches the National Social Security Advisor (NSSA) certificate program. The men educate professional advisors nationwide on the Social Security program so advisors can counsel their clients on how to maximize Social Security income.