FAQ

Driving Medicare & Insurance Sales
Through Social Security Optimization

Enroll today and pay only $3,379 for the RSSA® package.

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.   

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, 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 in the RSSA® package.

Enroll Here

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Turn Social Security Prospects into Medicare Clients

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RSSA Lead Generation Program

A Turn-Key Approach to Lead Gen

What is the RSSA Lead Generation Program?
As an RSSA®, you can provide all clients and prospects with access to their very own RSSA Roadmap® Social Security planning tool. 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® client dashboard, making the process of managing and gathering client data easy and efficient. The Client Portal is not only a lead generating and 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. The RSSA Program includes the RSSA Roadmap® Lead Gen Starter Pack to get started in generating leads.

Our turnkey lead system integrates directly with the RSSA Roadmap software, enabling you to distribute comprehensive Social Security planning tools to all your clients and prospects.

Exclusive Benefits for RSSAs

  • Personalized Landing Page: Effortlessly connect with your clients and prospects through your personalized landing pages.
  • Lead Generation: This exclusive program for RSSAs provides you with unlimited distribution of RSSA Roadmaps to clients and prospects, and up to 5,000 RSSA Roadmap leads!
  • 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 Roadmap can be distributed to prospects at webinars, seminars, direct mail, on your website, in an email, and Google/Facebook advertising campaigns, and much more. Give out this RSSA Roadmap Social Security planning tool to every prospect you can, to ensure they maximize their benefits and get every dollar they are entitled to. You’ll be able to generate up to 5,000 Social Security leads that automatically flow into your RSSA Roadmap client dashboard.  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 – the perfect Social Security planning tool giveaway for your clients and prospects – and the ultimate lead generation tool for RSSAs.

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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 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.

Enroll today in the RSSA® package.

Enroll Here Schedule a call if you’d like to learn more