What You'll Get as an RSSA

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

Here's What You Get

By becoming a Registered Social Security Analyst and earning the RSSA credential, evidenced by your framed certificate, clients will have a sense of trust in you as a professional and an assurance that your expertise 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 an RSSA email address, your own RSSA profile, Social Security Maximization Software, help with social media marketing, client engagement and invoicing tools, digital brochures, logos and graphics, CRM tools, client testimonials, presentations, monthly RSSA group webinar meetings, and much more.

The NARSSA Program

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

Social Security Optimization Software

As an RSSA you will receive access to 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 expertise 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 Wizard, 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, Medicare, and disability.

Expert Access

Our team of Social Security experts 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.

Marketing Materials

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

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

    Fulfillment Services

    There are many financial professionals who will obtain their RSSA credential, but do not want to provide the consultation and software analysis.  NARSSA can provide the fulfillment for those services ‘originated’ by the financial professional. You’ll gather the information, and we’ll create an analysis and presentation for you to present. We are an available resource for you, should the client have any follow up questions.

    Digital Materials

    As an RSSA, you’ll receive an RSSA email address, 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 engaging with an RSSA. It is important that you have the knowledge and unique tools to help retirees make the optimal Social Security claiming decision.

    Testimonial Videos
    Did You Know Videos