🔍 The Opportunity Hiding in Plain Sight: Social Security Planning
NAIFA is proud to partner with RSSA® – Registered Social Security Analysts®, to bring our members a proven way to stand out, generate leads, and better serve the millions of Americans approaching retirement with Social Security questions—and confusion.
💡 Did you know?
An estimated 96% of Americans don’t optimize their Social Security benefits, leaving an average of $100,000+ on the table per household. Most clients don’t know where to turn for help, and the SSA is legally prohibited from giving advice.
This is where you come in.
The RSSA® Program is the leading CE-approved platform for advisors and insurance professionals to build their brand, unlock cross-sell opportunities, and deliver meaningful value to clients.
The RSSA® Program includes:
✅ CE-Approved Professional Education
(Approved by NASBA, IRS, CFP Board, Broadridge, and 47 State Insurance Licensing Boards)
✅ RSSA Roadmap® Software – a powerful planning tool that integrates with SSA.gov to import real earnings record data and generate personalized optimization strategies
✅ Lead Generation & Turnkey Marketing Tools
✅ Webinar & Event Kits for Financial Wellness Programming
✅ Ongoing Training & Support
✅ Approved by Leading Financial Institutions, including:
MassMutual, Cetera, Prudential, LPL, Allstate, Osaic, and more
Whether your practice focuses on insurance, retirement planning, Medicare, or wealth management — Social Security is the entry point to deeper, more trusted client relationships.
