RSSA® Success Stories
Inspiring Journeys of Financial Success and Retirement Planning
Discover how Registered Social Security Analysts (RSSAs) across the nation are transforming their careers and making a profound impact on their clients' financial and retirement planning. Each story showcases the tangible benefits of the RSSA credential, from opening doors to new opportunities to enhancing offerings in Medicare, tax planning, and more. These real-life success stories highlight how the RSSA program has helped financial professionals grow their business, expand their services, and build lasting client relationships. Explore these inspiring journeys and see how becoming an RSSA can shape your future.
Share Your StoryClosed Over $1.4 Million in Annuities by Optimizing Social Security for My Clients
“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. It’s allowed me to help clients optimize their income and limit their taxes—turning financial planning into real, impactful results.”
Frank Garcia
Insuranceko | Ash Brokerage
1st Meeting Paid for RSSA Certification
“After completing the RSSA program, one of my clients expressed concern about their IRA. I was able to help them by writing an annuity that provided the peace of mind they were looking for. The income from that annuity not only paid for the cost of the RSSA class but also strengthened my relationship with the client, leading to referrals and additional business in Medicare and marketplace insurance.”
Jeanine Kinzie
Great Lakes Insurance & Financial Services Agency
From $400K to $1 Million: How RSSA Transformed My Financial Advisory Business
“The RSSA was a turning point in my business. It helped me speak authoritatively about Social Security, which led to new clients and increased trust. Since getting my RSSA designation, my firm has grown from under $400,000 a year to nearly $1 million.”
Brian Moon
Toro Bravo Investment Advisors, LLC
RSSA Helped Me Unlock High-Value Clients and Boost Annuity Sales with Holistic Planning
“The RSSA certification has helped me gain more authority, stay compliant with new changes and regulations, and empower people with the confidence to make smarter Social Security decisions as part of a holistic retirement plan.”
Mauricio Reyes
Quality Financial Planning, LLC
My RSSA Credential Transformed Lives
“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. It’s a game-changer for both Social Security and tax planning, giving my clients the foundation they need for a better financial future.”
Erin Fountain
Suncoast Social Security Advisors
RSSA Roadmap Enhanced My Practice: Generating Leads and Driving Business Growth Through Social Security Seminars
“Integrating the RSSA designation into my practice has been a game changer—not only for my clients, who feel more confident and informed, but also for my business growth. The in-depth analysis we offer through the RSSA Roadmap tool showcases the value of our services and helps clients make the best decisions for their customized situations.”
Nicholas Pititto
Prudential Financial
RSSA Elevated My Advisory Practice with Its Advanced Software
“The RSSA course simplifies the complex world of Social Security, making it easy to understand and apply. It’s been a tremendous value-add for my clients, offering a deeper understanding of their retirement picture. The software walks you through various scenarios, helping clients maximize their benefits. I highly recommend this course to any advisor wanting to provide more comprehensive retirement advice.”
Will Robbins
Pacific Horizon Investment Management, LLC
Business Owner Client Saved $200K in Social Security Taxes
“Frank Garcia, a Registered Social Security Analyst, shares a client case where he helped a successful business owner save over $200,000 in Social Security taxes. By leveraging the SETARA program and expert tax advice, the client optimized his income distribution through an S-Corp, ensuring more efficient retirement planning and significant savings.”
Frank Garcia
Insuranceko | Ash Brokerage
RSSA Helped Me Become a Trusted Advisor and Change Lives in My Community
“The service we offer as RSSAs is not just a service, but an opportunity to transform lives. Becoming a trusted advisor for the community has been a powerful reminder of the impact we can make.”
Reginald Ward
L.E.G.A.X.Y. Life Coaching
RSSA Expertise Helped Resolve Identity Theft, Benefit Delays, and a $21,000 Overpayment
“I was offering comprehensive analysis to help a client claim Social Security benefits, and after multiple visits and setbacks, we finally navigated the complexities together. It’s a reminder of the persistence needed and the value of having an expert to guide you through the process.”
Melody Power
Veracity Health & Life
Smart Social Security Planning Helped a Client Fund Her Dream Trips with a Lump Sum Payment
“By opting for the six-month retroactive Social Security benefit, my client was able to fulfill her lifelong dream of taking an Alaskan cruise and whale-watching in Canada. Helping her make the best decision for her unique situation was incredibly rewarding.”
Gregory Page-Romer
Open Vistas Financial Solutions
Every CPA Should Become an RSSA
“Social Security is the foundation for retirement planning, and this program provides the expertise needed to truly help clients. I believe every financial advisor should have this knowledge to fulfill their fiduciary duty. It's not just about gaining the information—it's about the rewarding experience of truly helping people prepare for their future.”
Kathy Indiano
Osaic Wealth Inc, (American Portfolios)
Expanded My Knowledge and Opened New Opportunities
“While I’m still getting started with my RSSA certification, the knowledge I’ve gained has already been invaluable. As a Medicare health insurance agent, understanding Social Security at a deeper level has been a huge help. It’s something no one else in my office has, and I know it will lead to future success stories. The knowledge alone has been worth it.”
Frank Jarome
Insurance Navigators
How RSSA Survivor Benefit Expertise Helped Save a Family’s Home After Tragedy
“The RSSA course simplifies the complex world of Social Security, making it easy to understand and apply. It’s a tremendous value-add for clients, offering a deeper understanding of their retirement picture. The software allows us to run hundreds of scenarios, ensuring our clients can make the best decisions for their future.”
Wendy Barnett
That Social Security Gal
Boosting Expertise in Social Security for Women, Widows, and Divorcees
“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. When people see that, their eyes light up, and they know I can provide the expert guidance they need.”
Catherina Allen-Carlozo
HFM Investment Advisors, LLC