RSSA® is a turn-key Social Security Program giving Insurance and Financial Professionals the education, technology, marketing, and support to become subject matter experts in helping clients and prospects plan for their Social Security.
By becoming an RSSA, you provide a valuable, often overlooked educational topic to help your clients optimize their Social Security benefits. The program and Social Security expertise help you by expanding your service offering, differentiating yourself in a competitive market, increasing client retention and referrals, and opens the door for organic cross selling opportunities.
The program package includes the 5-module Social Security course, RSSA Roadmap® software, RSSA® Final Exam (+1 re-take) and one year of RSSA Membership. The membership includes the back-office support, software, CE courses, weekly integration training, marketing materials, personalized landing page, presentations to use for events, presentations for building B2B relationships, and a lot more.
A Registered Social Security Analyst® (RSSA®) can charge a fee for providing Social Security services. Social Security optimization is a service that can be approached in two different ways: as a billable service or as a value-added service. The average RSSA is charging $400-$600 per client and also increases their other ancillary product sales.
Yes, the RSSA® program is approved by Broadridge, FI360, NASBA, The CFP Board, The IRS, and 46 State licensing boards and Washington D.C For more information on the CE credits, please visit: https://narssa.org/resources/cpe-credits/.
The RSSA Roadmap® is a Social Security planning software. This allows agents/advisors to enter client information into the software which will provide the client with a personalized Social Security report. This will walk clients through their claiming options, types of benefits they are eligible for, pitfalls and rules that impact them, and help them make the best claiming decision based on their unique circumstances.
Southern Insurance agents can qualify for an exclusive discount on the RSSA® Program. To be eligible, agents must hold active contracts with at least three national Medicare Advantage carriers through Southern Insurance. This special offer provides an added opportunity for agents to further expand their expertise and enhance the value they deliver to clients.
Want to learn how the RSSA® Program can transform your Medicare and Social Security planning conversations?
Fill out the form to sign up or to receive additional details.