Meet a Huge Demand
More than 75 million Baby Boomers will collect Social Security — 10,000 per day are claiming. They will need personalized answers on when and how to claim their benefits in a way that optimizes their overall retirement and financial situation. Be positioned to help them through our continuing education courses or by becoming a Registered Social Security Analyst.
Tax Professionals
Create Year-Round Revenue
Adding Social Security advisory services transforms a seasonal tax practice with a year round client opportunity. As a Registered Social Security Analyst, you can provide a Social Security analysis at any time during the year. Similar to a tax return, the final billable “product” you provide your client is a written custom analytical report that enhances your relationship with your clients.
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Financial Advisors
Bring New Assets
Under Management
Retiring seniors represent the wealthiest segmentof the population. As a Registered Social Security Analyst®, you’ll differentiate yourself from other advisors. Provide seniors with the answers and strategies they need to maximize their retirement income. Being an RSSA is a great gateway to gain new clients and bring assets under management and advise your clients on retirement planning.
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1. Take 5 Modules
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2. Receive Your Credits
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