RSSA® - Your Trusted Social Security Partner.
Social Security Financial Wellness for Everyone.
Education | Software | Support
Visit Our Booth #925
Don't Miss Our Live Presentation: April 10th at 3pm, Track #2, Room Royal 12
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Latest Trends Across The Entire Aging Ecosystem
- 10,000 Baby Boomers turning 65 every day4 presents substantial implications for programs like Medicare and Social Security, and Baby Boomers possess a cumulative net worth of nearly $75 trillion. The enormity of this wealth underscores the critical importance of effective planning, areas where RSSA services could provide invaluable assistance.1
- 1M-10M avg monthly Google searches for Social Security2
- Baby Boomers are expected to pass down an astonishing $84.4 trillion in assets through 2045, marking this period as the greatest transfer of wealth in history.3 Their decisions regarding Social Security, healthcare, and tax planning have profound implications on the wealth that can be transferred to the next generation.5
- One in three Americans over the age of 65 relies on Social Security benefits alone, underscoring the importance of optimizing Social Security for healthcare needs.5
Our Portfolio of Services
- Professional Education: Approved for professional continuing education by NASBA for the CPA Profession, the IRS for tax professionals, the CFP® Board for Certified Financial Planners, Broadridge for the AIF® credential and for Insurance CE by state insurance licensing boards nationwide. Through our comprehensive curriculum, participants dive deep into the complexities of Social Security, emerging with the knowledge to attain the RSSA® certification—signifying a mastery in Social Security advising that distinguishes professionals in the financial advisory landscape.
- RSSA Roadmap® Software: Revolutionizes Social Security planning, offering an unparalleled, cutting-edge solution designed to optimize benefits for a diverse range of users. Tailored for use by enterprises, institutions, professionals, and individual consumers alike, it stands as a unique and versatile tool in the financial planning arsenal. With its ease of use, advanced analytics, benefit heat-map, and customizable planning features, this software empowers users to make informed decisions, maximize their Social Security benefits, and achieve financial security with confidence.
- Lead Generation & Marketing Solutions: Offers comprehensive strategies and tools designed to enhance lead generation and marketing efforts for professionals in the financial industry, leveraging our presentations, scripts, and software that integrate with digital marketing techniques to drive business growth.
- Turnkey Financial Wellness: Provides a complete, ready-to-use financial wellness program that supports individuals and organizations in achieving financial health and literacy, incorporating ‘do-it-yourself’ RSSA Roadmap® software, live and ever-green webinars, educational resources, and ongoing guidance to navigate Social Security challenges. Provide your members or group with access to the Social Security HR benefit they need, for a low rate.
- Dedicated Support: Ensures clients receive tailored assistance through direct access to experienced professionals, offering support in education and Social Security knowledge, software utilization, strategy implementation, and addressing complex Social Security planning needs to maximize benefits.