Code of Conduct
- 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.
Topics Covered by the NSSA Program:
- Social Security History
- Social Security Future
- Benefit Computations
- Retirement Benefits
- Medicare
- Spousal Elections
- Surviving Spousal Benefits
- Lump Sum Death Payments
- WEP/GPO
- Benefits Taxation
- COLA
- Case Studies