For Advisors:
This session, led by Tom Drapala of RSSA, explores how financial professionals can leverage Social Security expertise to expand their business, improve client relationships, and drive cross-selling opportunities. Tom emphasizes the unique role Social Security plays as both a door-opener for new clients and a critical component of holistic retirement planning.

Key takeaways include the importance of building credibility with clients through the RSSA program, which offers education, software, and turnkey marketing tools. The program equips advisors to integrate Social Security planning into their practices, creating additional income streams and generating leads. Specific strategies for cross-selling Medicare, life insurance, annuities, and wealth management services are discussed, alongside the benefits of using advanced software like the RSSA Roadmap for personalized client reports and lead generation.

The session also highlights the Setara (Self-Employed Tax and Retirement Analysis) strategy for small business owners, enabling advisors to deliver high-value consultations and savings. With continuing education credits, comprehensive support, and marketing resources, the RSSA program empowers professionals to differentiate themselves and achieve substantial returns on investment.

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