Enhancing Financial Strategies and Client Trust Through Social Security Optimization

Jumping into the market and being able to speak with your target demographic will create an endless engagement funnel of 10,000 Baby Boomers per day, who are going to be claiming Social Security for the next 15 years.

RSSA® is a structured, turn-key Social Security education, technology, marketing, and support program to help your organization build a deeper, holistic analysis of every facet of a client's financial plan.

• Identify retirement needs early on for clients
• Mitigate risks to your client’s plan
• Create loyal client relationships
• Fill seats at educational events
• Grow a new pipeline of sales opportunities, leveraging RSSA® Social Security Optimization tools.
• An RSSA® will learn how to identify current and future sales opportunities.
• Effective lead generation and event marketing starts with the RSSA Roadmap®.
• Integrate this software as a holistic approach to retirement planning, leading to increased sales.