RSSA Roadmap® – Advisor Version

$375.00 / year

RSSA Roadmap® – Advisor Version 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.

Handle the most complex Social Security analyses with RSSA Roadmap® – Advisor Version so your clients and your practice can truly prosper. RSSA Roadmap® – Advisor Version Social Security planning software is built for professional advisors. Our solution will help you optimize your clients’ Social Security benefit claiming strategy and increase their lifetime benefit value.

Features:
● Unlimited Client Analyses
● Benefit Heatmap – All Filing Ages
● Breakeven Analysis
● PIA Calculator
● Client Support & Help
● 2 Complimentary Client Licenses Included
● Powerful Reporting
● Advisor Affiliate Program
● Cloud-based Software

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Description

Software Details

RSSA Roadmap® – Advisor Version Software provides advisors with a technology-driven Social Security planning solution to help confidently optimize your clients’ claiming strategy.

RSSA Roadmap® – Advisor Version was developed with the professional advisor in mind. Social Security rules are complex, so you only need the RSSA Roadmap® – Advisor Version to determine your client’s optimum filing strategy.

  • Easy for advisors to manage many clients easily, with optional client collaboration.
  • Complex considerations are addressed within the software, so advisors can be confident that impacts from pensions, dependent benefits, ex-spousal benefits, and more, are all reflected in the benefit amounts.
  • It’s your fiduciary duty to ensure your clients are informed about Social Security benefits they’re entitled to.
  • Editable report compares three selected scenarios along with the maximum benefit option. Customize the report and add additional information as needed to meet your clients’ needs.