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Driving Medicare, Annuity, and Life Insurance Sales
Through Social Security Optimization

Enroll TODAY for only $1,950 – Limited Time Only

$1,429 in Savings (Over 40% OFF)
* Regularly $3,379

 

You receive eLearning ($1,800), RSSA Final Exam ($350), first year NARSSA Membership ($479),
and RSSA Roadmap® Client Portal: 30 Package ($750).

Jumping the market and being able to speak with your target demographic before they reach Medicare age outside of Medicare marketing guidelines will create an endless sales funnel of 10,000 Baby Boomers per day, who are going to be claiming Social Security and Medicare for the next 15 years.

RSSA® is a turn-key Social Security education, technology, marketing, and support program to help your organization build a sales funnel, fill seats at events, and open the door to organic Medicare, Annuities, Insurance, and Wealth Management sales opportunities.

  • Want to increase your agent’s productivity?
  • Want to increase lead quality?
  • Want to create client relationships that are loyal and don’t jump ship during open enrollment?
  • Want to fill seats in educational seminars?
  • Grow a new pipeline of Medicare opportunities for your agents, leveraging RSSA® Social Security Optimization tools.
  • An RSSA® will learn how to identify current and future Medicare sales opportunities.
  • Effective lead generation and event marketing starts with RSSA Roadmap®.
  • Integrate this software as a holistic approach to retirement planning, leading to increased Medicare sales.
  • RSSA® is the only program that makes introductions to local centers of influence including CPAs and accountants.
  • Gain a competitive edge with 10,000 baby boomers moving into the Social Security Medicare eligible age each day.

Enroll TODAY for only $1,950 – Limited Time Only

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Turn Social Security Prospects into Medicare Clients

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RSSA Roadmap – Client Portals

A Holistic Approach to Lead Generation

What is the RSSA Roadmap 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.

This turn-key approach is ideal for RSSAs directing clients and prospects to get started maximizing their Social Security benefits. With the RSSA Roadmap Client Portal, they’re equipped with a system that simplifies client engagement, enhances marketing efforts, and optimizes advisory services, paving the way for business growth and client satisfaction.

• Plug and Play: Start with 30 free invites connected to your unique RSSA webpage to understand the Portal’s value in generating business, then continue engaging clients with a cost-effective fee structure.
• Cost-Effective Engagement at $25 per Client Portal invite.
• Efficient Data Management: Automatically sync client data with your dashboard, simplifying follow-up and engagement.

The RSSA Roadmap Client Portal can be distributed to prospects at webinars, seminars, direct mail, on your website, in an email, and Google/Facebook advertising campaigns, 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 – and it all starts with the RSSA Roadmap Client Portal.

 

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Enroll TODAY for only $1,950 – Limited Time Only

Schedule a call if you’d like to learn more