RSSA Roadmap® – Advisor Software

RSSA Roadmap® – Advisor Software is the premier Social Security optimization software for professional advisors. Our planning software is designed to optimize a Social Security claiming strategy to increase your clients’ lifetime benefits.

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

RSSA® Package Includes:

– RSSA Roadmap® and eLearning $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

*Membership
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 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.

How it works for you

1. Send your prospect or client an invitation to use the RSSA Roadmap Client Portal.
2. Track the status of your client’s progress.
3. Know when they’re done, so you can schedule a consultation to present their Social Security plan.

How it works for your client/prospect

1. Your client accepts your invitation and creates their account.
2. Your client shares their requested data, including their earnings history uploaded from SSA.gov.
3. Your client is delighted to know they’ve given you everything you need so they can optimize their Social Security benefits.

Prospecting and Events
The RSSA Roadmap Client Portal can be distributed with a simple link or QR code to prospects at webinars, seminars, on post cards, on your website, in an email, and much more. Have prospects get their free Social Security plan and consultation to ensure they maximize their benefits and get every dollar they are entitled to from the government. 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.