RSSA® Program Package


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

RSSA® Package Includes:

– eLearning $1,800
– RSSA® Final Exam $350
– First Year of NARSSA Membership $479*
– EXTRA: RSSA Roadmap® Client Portal: 30 Package ($750 Value)**
*Regularly $3,379

*The only ongoing fee that must be paid beyond the initial $2,329 is the annual NARSSA Registered Membership fee of $479 per year. This package pricing includes first year of membership. The annual membership fee of $479 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® credential 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 Portals are single client usage versions of the RSSA Roadmap Social Security planning software to be distributed to prospects at events, in marketing, lead generation, and more. Upon activation of their Portal, the client will enter their data to learn how to optimize their benefits. The client or prospect will be unable to review their analysis and reporting until their RSSA (you) releases their results. This requires the prospect to schedule a 1-on-1 meeting with you. The Client Portal automatically syncs the client data into your RSSA Roadmap client management tool within your software giving you the ultimate prospecting and client acquisition tool.

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 expert. 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.




About RSSA

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