RSSA Lead Gen
A Turn-Key Approach to Lead Gen
Exclusive Benefits for RSSAs
- Personalized Landing Pages: Effortlessly connect with your clients and prospects through your personalized landing pages. Each page is tailored to your specific audience, whether you’re targeting accountants, baby boomers, attorneys, employer groups, and more.
- Comprehensive Roadmaps: Provide prospects with a valuable free Social Security planning tool. Distribute RSSA Roadmaps to all of your clients and prospects, and help them optimize their Social Security benefits.
- Turnkey Messaging: Our program includes ready-to-use messaging crafted for various professional audiences. Save time and enhance your outreach with pre-designed content that speaks directly to your clients’ needs.
The RSSA Social Security Lead Generation Program is the premier solution for RSSAs seeking to create a funnel of business opportunities.
Pricing: Starting at $150/month.
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NARSSA is quoted regularly in Barron’s, MarketWatch, US News, Think Advisor, Investment News, CNBC, TheStreet and Smart Asset.
The RSSA® Social Security Program for advisors is approved in all states for CPAs by the National Association of State Boards of Accountancy, for EAs and PTIN holders by the Internal Revenue Service, for CFPs by the Certified Financial Planner Board of Standards, for the AIF, AIFA and PPC credentials by Broadridge Fi360, 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.
NARSSA has educational partnerships with:
- Society of Financial Service Professionals (FSP)
- National Association of Personal Financial Advisors (NAPFA)
- The Financial Planning Association (FPA)
- National Association of Enrolled Agents (NAEA)
- Financial Services Institute (FSI)
NARSSA has created a comprehensive and professional set of tools, resources and marketing assets including one on one back-office advisor support which will successfully walk an advisor through a process that will significantly position them as an Authority in the Social Security space. This then translates into building a qualified pipeline of prospects for Insurance, Investment and Wealth Management sales.
Social Security Optimization is the bridge to retirement planning. It is a powerful approach which will fill a funnel for investment & other insurance products like annuities for years to come.
Education, empathy, and a compassionate understanding of where a client is on their life journey, and addressing what they’re worried about is essential in today’s world and requires a holistic approach that uncovers client motivation by letting them know that you sincerely understand them and care for what is in their best interest.
NARSSA’s cloud-based software, RSSA Roadmap®, can be white labeled for enterprise. The customer journey is tracked by the appointed advisor in a collaborative environment using a dashboard and notifications, and this process will reveal aspects of the client’s current financial status. This information will provide an advisor pertinent data to guide clients accurately, intelligently, and holistically through one of the most important financial decisions that they will ever make: when to claim their Social Security benefits. The discovery process allows the advisor to advise on Insurance & Wealth Management recommendations which are in their client’s best interest.
This strategy is a paradigm shift and is a game changer for an advisor and the company they work for. It is a Blue Ocean opportunity.
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