Code of Conduct

Recommended Code Of Conduct For NSSA Certificate Holders

Promote Social Security education to the public.
Provide objective and unbiased advice without regard to product sales and commissions/revenues.
Confidentiality of all client information. Social Security numbers may not be transmitted via e-mails or the internet without appropriate security measures or authorization by client.
Treat all clients with integrity and respect and professionalism.
Honest and fair communications to the public.
Continue Social Security education to retain competence.
Maintain professionalism in all aspects of providing Social Security services. Demonstrate exemplary professional conduct.
Advisor may not disparage National Social Security Advisors program or the National Social Security Association LLC.
Divulge all fees, including referral fees and disclose all conflicts of interest.
Think “Outside the Box” when reviewing Social Security claiming options with clients.

The NSSA Certificate Program grants a Certificate to those who complete the course and pass the assessment. Certificate holders are allowed to state or advertise that they hold or have earned the National Social Security Advisor (NSSA) Certificate if approved by the certificate holder’s compliance department.

Click here to download the Candidate Handbook for more details on the Program

Testimonials

Thank you and Jim for the incredible work and effort put into these webinars, videos etc. let alone this program. Really a blessing to have been directed to you. Karl W was absolutely right; you guys are class acts.

Just want to say it’s really great having you two to lean on when I’m uncertain. You’ve trained me well but sometimes I question myself. Thanks for doing what you do!

I am very pleased that I came to the education... What I learned is what I came for and to know that the video will be available for backup is great.

I hope all is well my friend. We filled up another 100 people last month and taught them all about social security, this is truly something special we have created to help out thousands of San Diegans and counting.

I am enjoying the course and love the conversation between you guys on the videos, especially the trials and tribulations of party animal ”Harold”

I appreciate that you are always there to support me. It means a lot!

I thought the information was outstanding! I was anxious to get started and improve my foundation of knowledge surrounding social security as it has become a significant portion of our planning.

Over the last 12 months since earning the NSSA certificate I have brought in 40 additional clients and $400,000 in additional revenues.

You guys' rock! Iam thoroughly enjoying your SS online course!

Social Security is a complex program where the choices you make can mean thousands of dollars of extra earnings in retirement. Knowing these choices is important to my clients and NSSA [Certificate program] has increased my ability to guide them in the right direction.

I really appreciate your examples; they make it come alive more so than articles describing strategies.

I attended your class and passed the NSSA assessment 2 ½ years ago. The NSSA Certificate has been a career boost and my clientele is reflecting that.

Thanks for the SS training last week! Learned a lot and looking forward to further focus on this important part of the financial planning matrix!

You guys helped close a big case with that answer, really appreciate it. Thank you for the great work you both do.

Thanks for providing such valuable information and updates on a periodic basis. It really helps with conversations that I have with my clients. Excellent support.

Thanks again for the great training. I started using the information I learned with my clients immediately. It has really added to my credibility!

This course has been very helpful to clients already, thanks again, Sam.

Thanks again for the training you provided it has been invaluable for my practice.

It was so nice talking with you yesterday. I was super impressed how quickly you called me!

I finished the on demand class today... I really enjoyed the class and learned a lot.

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Contact Info

National Social Security Association, LLC
7361 East Kemper Road Unit B
Cincinnati, Ohio 45249

513-218-8505 (Cell)
513-247-0526
1-800-518-0761