A Holistic Approach to Lead Generation with the RSSA Roadmap Social Security Client Portal
As an RSSA®, you can provide clients and prospects with access to their very own RSSA Roadmap® portal. Clients and prospects can login and securely enter their data and begin optimizing their Social Security benefits. As clients enter their information, it automatically syncs into your RSSA Roadmap® dashboard, making the process of managing and gathering client data easy and efficient. The Client Portal is not only a time saving tool for an RSSA®, but it’s also a simple way for your clients to stay organized and current with any changes to their Social Security plan.
How it works for you
- Send your prospect or client an invitation to use the RSSA Roadmap Client Portal.
- Track the status of your client’s progress.
- Know when they’re done, so you can schedule a consultation to present their Social Security plan.
How it works for your client/prospect
- Your client accepts your invitation and creates their account.
- Your client shares their requested data, including their earnings history uploaded from SSA.gov.
- Your client is delighted to know they’ve given you everything you need so they can optimize their Social Security benefits.
Prospecting and Events
The RSSA Roadmap Client Portal can be distributed with a simple link or QR code to prospects at webinars, seminars, on post cards, on your website, in an email, and much more. Have prospects get their free Social Security plan and consultation to ensure they maximize their benefits and get every dollar they are entitled to from the government. This conversation in helping someone understand their Social Security benefits and learning when to apply for benefits, will organically open up doors to further conversations about their financial and retirement goals.
NARSSA is quoted regularly in Barron’s, MarketWatch, US News, Think Advisor, Investment News, CNBC, TheStreet and Smart Asset.
The RSSA® Social Security Program for advisors is approved in all states for CPAs by the National Association of State Boards of Accountancy, for EAs and PTIN holders by the Internal Revenue Service, for CFPs by the Certified Financial Planner Board of Standards, and for the AIF, AIFA and PPC credentials by Broadridge Fi360.
NARSSA has educational partnerships with:
- Society of Financial Service Professionals (FSP)
- National Association of Personal Financial Advisors (NAPFA)
- The Financial Planning Association (FPA)
- National Association of Enrolled Agents (NAEA)
- Financial Services Institute (FSI)
NARSSA has created a comprehensive and professional set of tools, resources and marketing assets including one on one back-office agent support which will successfully walk an agent through a process that will significantly position them as an Authority in the Social Security space. This then translates into building a qualified pipeline of consumers for Medicare, Insurance or Wealth Management sales.
The unequivocal close relationship between Medicare & Social Security cannot be denied, and Social Security Optimization is the bridge to retirement planning. It is a Trojan Horse approach which will fill a funnel for Medicare & other insurance products like annuities for years to come.
Education, empathy, and a compassionate understanding of where a client is on their life journey, and addressing what they’re worried about is essential in today’s world and requires a holistic approach that uncovers client motivation by letting them know that you sincerely understand them and care for what is in their best interest.
NARSSA’s cloud-based software, RSSA Roadmap®, can be white labeled for enterprise. The customer journey is tracked by the appointed agent in a collaborative environment using a dashboard and notifications, and this process will reveal aspects of the client’s current financial status. This information will provide an agent pertinent data to guide clients accurately, intelligently, and holistically through one of the most important financial decisions that they will ever make: when to claim their Social Security benefits. The discovery process allows the agent to advise on Insurance & Wealth Management recommendations which are in their client’s best interest.
This strategy is a paradigm shift and is a game changer for an agent and the company they work for. It is a Blue Ocean opportunity.
If you’re ready to enroll in the education today, you can use Promo code: ADVREG300 to save $300.
Schedule a call if you’d like to learn more