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Special Offer for NAPFA

This is your opportunity to become a Registered Social Security Analyst® (RSSA®). The RSSA® Program goes beyond education—it provides a proven system to expand your practice, strengthen client relationships, and deliver more value.

Thousands of professionals across the financial services industry are already using the RSSA® designation and RSSA Roadmap® software to open new conversations, grow their businesses, and position themselves as trusted advisors for the most important retirement decision clients will ever make.

Your Price: $2,400

Use Promo Code: NAPFA25 at Checkout

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About the RSSA® Program

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5-Module Education Program

CE approved by NASBA, CFP Board, IRS, Broadridge, and 47 state insurance boards.

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Module 5: Real-World Training

Learn to apply your education using the RSSA Roadmap® software.

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The RSSA Roadmap® Software

The TurboTax of Social Security, syncing with SSA.gov for real earnings data, scenario modeling, and client-facing tools.

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Trusted by Leading Firms

Approved by LPL, AmeriLife, MassMutual, Guardian, Cetera, Prudential, Allstate, and more.

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Ongoing Support & Community

Monthly member meetings, CE opportunities, success stories, and back-office case support.

RSSA® for NAPFA

Social Security: The Cornerstone of Retirement Planning

Every company is committed to helping clients achieve financial wellness, protect assets, and plan for the future. But one of the most critical components of retirement is often overlooked: Social Security.

  • 1 in 3 retirees rely on Social Security as their only income.
  • On average, families leave over $139,000 unclaimed in lifetime benefits.
  • Millions of Americans don’t know when or how to file, and the Social Security Administration is legally not allowed to give advice.

As a Registered Social Security Analyst® (RSSA®), you fill this gap. You’ll provide clients with clarity, strategies, and confidence for their most important retirement decision — when and how to claim Social Security. Beyond the immediate benefit optimization, Social Security opens the door to deeper client conversations around taxes, Medicare, retirement income, and wealth protection — positioning you as a trusted advisor at the very center of their financial future.

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    Hear What Other RSSAs Are Saying About Our Program

    Frank Garcia

    “Becoming a Registered Social Security Analyst has opened doors to multiple clients and referrals. When I tell them I’m an RSSA, they want to know more.”

    Frank Garcia

    Insuranceko | Ash Brokerage

    Jeanine Kinzie

    “After completing the RSSA program, I was immediately able to apply my Social Security knowledge to help a client make informed decisions about their benefits.”

    Jeanine Kinzie

    Great Lakes Insurance Agency

    Erin Fountain

    “Being able to help people get into a better position is so important, and I can do that because of the knowledge that being an RSSA provides.”

    Erin Fountain

    Suncoast Social Security Advisors

    Erin Fountain

    “Having the RSSA designation gives me more credibility and trust with clients. It’s not just about being a financial advisor—this shows I truly understand Social Security.”

    Catherine Allen-Carlozo

    HFM Investment Advisors, LLC