FAQ

Social Security Financial Wellness
Through Social Security Optimization

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Learn why Social Security professionals are needed as a resource for clients; learn the rules and claiming strategies that make Social Security so complex and confusing; learn how critical each claiming decision is to the financial wellness of retirees; and learn how the RSSA Social Security education, software, lead generation, marketing and support platform can help you become the most sought after, in-demand professional in your community.

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 Financial, Medicare, Insurance, and Wealth Management sales opportunities.

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

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Turn Social Security Prospects into Clients

RSSA Lead Gen

A Turn-Key Approach to Lead Gen

Exclusive Benefits for RSSAs

Personalized Landing Pages: Effortlessly connect with your clients and prospects through your personalized landing pages. Each page is tailored to your specific audience, whether you’re targeting accountants, baby boomers, attorneys, employer groups, and more.
Comprehensive Roadmaps: Provide prospects with a valuable free Social Security planning tool. Distribute RSSA Roadmaps to all of your clients and prospects, and help them optimize their Social Security benefits.
Turnkey Messaging: Our program includes ready-to-use messaging crafted for various professional audiences. Save time and enhance your outreach with pre-designed content that speaks directly to your clients’ needs.

The RSSA Social Security Lead Generation Program is the premier solution for RSSAs seeking to create a funnel of business opportunities.

Pricing: Starting at $150/month.

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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, for the AIF, AIFA and PPC credentials by Broadridge Fi360, and for Insurance CE Credits on a state by state basis. Click here for state specific insurance continuing education monitoring requirements, forms and other information. See CPE Credit Requirements for sponsor information.

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.

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.

References

^{1. https://finance.yahoo.com/news/baby-boomers-75-trillion-net-160503136.html}^{2. ‘Google’s Keyword Planner’ March 28, 2024}^{3. https://finance.yahoo.com/news/great-wealth-transfer-baby-boomers-110047810.html}^{4. https://www.census.gov/library/stories/2019/12/by-2030-all-baby-boomers-will-be-age-65-or-older.html}^{5. https://www.seniorliving.org/life/baby-boomers/}

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