What You'll Get as an RSSA®

NARSSA will support you as you provide Social Security advisory services by ensuring you receive the education, software, support and resources needed to become a successful Registered Social Security Analyst®.

Here's What You Get

By becoming a Registered Social Security Analyst®, evidenced by your framed certificate, clients will have a sense of trust in you as a professional and an assurance that your knowledge will help them to make the optimal claiming decision for their personal circumstances.

Overview

NARSSA will provide you with annual continuing education courses on specific aspects of Social Security, Medicare, and disability. Additional extensive resources and support are available for RSSAs including your own RSSA® profile, RSSA Roadmap® Social Security software, marketing tools, client engagement and invoicing tools, digital brochures, logos and graphics, client testimonials, presentations, RSSA® Back Office solutions, monthly RSSA® Zoom meetings, and much more.

The RSSA® eLearning Program

As a Registered Social Security Analyst®, you’ll be provided with the education and resources to strengthen current client relationships and attract new clients.

Schedule a call to speak with us at your convenience, and learn more about the benefits of enrolling in the RSSA® program and becoming an RSSA®.

RSSA Roadmap® Software

As an RSSA® you will receive access to RSSA Roadmap® Social Security software to analyze your clients’ Social Security income, allowing you to show them exact amounts of lifetime and annual Social Security benefits they will receive for any number of different claiming ages depending on their specific circumstances.

Professional Resources

As an RSSA® you will be provided with professional resources to enhance the knowledge you have gained through the NARSSA program.  You’ll have a complete suite of tools including Engagement Letters, Client Information Forms, Client Invoicing, the Self-Employed Tax Savings Calculator, Secure Client Document Transfer, Social Security Q&A, and more.

Continuing Education

As an RSSA®, you will be provided with ongoing updates on the latest Social Security rule changes. As a financial professional helping clients with their Social Security claiming decision, it is important to keep up to date with the latest updates, news and legislation on the program and other retirement issues. NARSSA will provide you with annual continuing education courses on specific aspects of Social Security.

Advisor Access

Our team of Social Security advisors will provide you with ongoing support to assist with client cases and Social Security questions. Additional extensive resources and support are available for RSSAs including ‘Ask Martha’, On-Demand Learning, RSSA® Member Meetings, and more.

Here’s what enrolled RSSAs have to say about their experience.

Marketing Materials

As a professional that has earned the RSSA®, you’ll have access to RSSA® branded resources that will enable you to attract clients.

Personalized Stationery
  • Business Cards
  • Letterheads
  • Branded Envelopes
  • Report Covers

    RSSA® Back Office

    There are many financial professionals who will obtain their RSSA®, but do not want to provide the Social Security planning services, or just want to outsource the more complex cases. Our solution is RSSA® Back Office. This is a paid service where we can become your specialized outsourced team of Social Security advisors who have the knowledge to help your clients with their Social Security claiming decision, while effectively enhancing your value to your clients. The RSSA® Back Office outsourcing solution is powered by our team of Registered Social Security Analysts®, who are providing comprehensive planning and support to clients nationwide.

    RSSA Webpage & Digital Materials

    As an RSSA®, you will receive an RSSA® profile page that you can customize with your photo, contact information, bio, description of services, testimonials and more.

    Client Acquisition Tools

    Registered Social Security Analysts® have access to PowerPoint presentations that can be used to communicate the value of Social Security planning. It is important that you have the knowledge and unique tools to help retirees make the optimal Social Security claiming decision.

    Schedule a call to speak with us at your convenience, and learn more about the benefits of enrolling in the RSSA® program and becoming an RSSA®.

    Testimonial Videos
    Did You Know Videos
    Schedule a call to speak with us at your convenience, and learn more about the benefits of enrolling in the RSSA® program and becoming an RSSA®.