RSSA® Program Package


RSSA® Package for Financial Professionals
Social Security Software, Education, Training & Client Support Services

Build a pipeline of current and future sales opportunities by providing Social Security financial wellness and support. The RSSA® Program is a turn-key Social Security education, technology, marketing, and support program to turn professionals into trusted Social Security advisors. Social Security knowledge will position advisors to build client trust, and open the door to organic insurance, annuity, AUM, financial product sales and more. This is a unique approach that will differentiate advisors and provide them with the knowledge required to help clients with their Social Security questions and claiming decisions.

RSSA® Package Includes:

– Software & Training $1,800
– RSSA® Final Exam $350
– First Year of NARSSA Membership $479*
– RSSA Roadmap® Client Portal Package $750**
*Regularly $3,379

Over $1,000 in Savings

* This package pricing includes first year of membership. The annual membership fee of $479 includes software and support. It will be billed again 12 months after your NARSSA account is activated, and every 12 months after that.

The annual membership grants access to the NARSSA platform. This includes the license to use the RSSA® trademarked professional designation after passing the final exam, ongoing continuing education, scripts & presentations, collateral materials, client management tools, monthly webinar meetings, training and advisor support, and the access to the RSSA Roadmap® software application.

**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.

Plug and Play: Start with 30 free Client Portal invites as part of this package.
• Cost-Effective Engagement: Starts at $25 per Client Portal invite after the initial 30 complimentary invites.
Efficient Data Management: Automatically sync client data with your dashboard, simplifying lead generation and engagement.



About RSSA

The RSSA® professional designation is the standard of excellence in Social Security advisory and planning. As a Registered Social Security Analyst®, you will help clients potentially gain tens or hundreds of thousands of dollars in incremental Social Security income. Take advantage of this smart opportunity and get started with your education and software training today.

The RSSA® professional designation is included in the FINRA Professional Designations Database.

The RSSA® Program is the only program where you will receive RSSA Roadmap® Social Security software, the training to use the software, and the education to become a Social Security advisor. This program will teach you how to use software to analyze and provide comprehensive reporting that will help your clients maximize their Social Security benefits. Your annual membership includes the RSSA Roadmap® Social Security optimization software. This training program is approved by the IRS, NASBA, CFP Board, Broadridge Fi360 Solutions, 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.