Win More Clients: Learn How to be a Registered Social Security Analyst (RSSA)

Get the California Broker Discount NOW Available for the RSSA program

Social Security represents a significant portion of most people’s future retirement income. Individuals who seek assistance in determining the optimal time for filing Social Security benefits are often the same individuals who need guidance in making Medicare plan decisions.

The RSSA® program will transform Medicare insurance agents into the go-to Social Security experts. As a Registered Social Security Analyst®, Medicare agents will receive referrals from baby boomer’s friends and family, CPAs, and other centers of influence. Get trained to host Social Security optimization events, workshops and seminars using RSSA Roadmap® software, scripts, and PowerPoints. The RSSA® program is an all-in-one turn-key platform designed specifically for Medicare and Insurance agents and provides a comprehensive solution to help agents build a pipeline of sales opportunities through education, technology, marketing, and support.

The RSSA® program fills that gap in the Social Security system and provides insurance agents with an educational and technology platform to identify current and future Medicare and insurance opportunities. Medicare agents with expertise in Social Security will also be able to offer an employer a valuable complimentary HR benefit for their employees — free Social Security advisory and optimization services, seminars, and webinars — which will fill seats with employees at Social Security events and ultimately result in new client relationships for the sale of Medicare, life insurance, annuities or other retirement planning products or services.

The RSSA® Mission is to provide financial professionals, advisors, and agents with the education and technology platform to acquire the Social Security knowledge to obtain the RSSA® credential that demonstrates their competency and provide professionals with the resources and software they need to better serve clients that seek advice on issues related to Social Security and Medicare. The RSSA® program is a turn-key Social Security education, technology, marketing, and support program to help build a sales funnel, fill seats at events, and open the door to organic Medicare, Insurance, and Wealth Management sales opportunities.

What’s Included in the RSSA® Program for Medicare & Insurance Professionals?

Agent Onboarding

The RSSA® team will host onboarding agent webinars and/or attend live training events to explain the advantages of the RSSA® program and communicate the value proposition of providing Social Security advisory services to prospects and clients in detail.

The National Exam and Credential includes a five-module self-study program. The RSSA Course is a five-module eLearning course and is the required prerequisite for agents that wish to earn the RSSA® credential as a Registered Social Security Analyst®. The eLearning course covers basic to advanced concepts of Social Security. The self-study course consists of five modules and is easy to navigate with the help of images and videos. It provides approximately 15 to 25 hours of learning, equipping agents with everything they need to become experts in Social Security.

When ready, advisors must pass an independently proctored national exam given twice a month to earn their RSSA® credential. This proctored online exam is held on the 2nd and 4th Tuesday of each month. It consists of two parts, with multiple-choice questions and case studies. Agents can use the software to generate cases for their responses. Passing the exam grants use of the RSSA® credential, which demonstrates their foundation of education, understanding of Social Security issues, mastery of the software, and expertise in the field.

The Agent Training Webinar is hosted by the RSSA® team monthly for those agents that are enrolled in the RSSA® program to ensure that they understand all Social Security concepts and strategies and understand how to use the RSSA Roadmap® software to successfully complete the eLearning.

The Exam Prep Webinar will provide pre-exam bootcamp webinars for the agents that have completed Module five of the program and are scheduled to sit for the exam to ensure that they will pass the National RSSA® Competency exam.

To receive the CalBroker discount, go to this webpage: https://rssa.com/californiabroker/