Elevate Your Annuity Sales with the RSSA® Program

Bridging the Income Gap with Annuity & Social Security Optimization

Integrating Social Security optimization into the sales strategy for annuity products can significantly enhance the value proposition to potential clients.

  • Customizable Software Integration: The RSSA Roadmap is a white-labeled, cloud-based software designed to seamlessly integrate into the customer journey, enhancing financial planning and client relationships.
  • In-Depth Financial Analysis: Enables advisors to conduct thorough financial analyses, uncovering critical data for informed Social Security claiming decisions and identifying annuity opportunities.
  • Training and Certification: Transforms annuity producers into Registered Social Security Analysts (RSSAs), equipping them with the skills to leverage Social Security planning in annuity sales.
  • Strategic Sales Opportunities: Utilizes strategic Social Security advising to identify and capitalize on annuity opportunities, aligning with clients' financial security needs.
  • SETARA Service: Offers a specialized service for the self-employed, analyzing the impact of earned income on Social Security benefits and identifying income gaps for annuity planning.
  • Comprehensive Retirement Solutions: Promotes annuities as essential components of a comprehensive retirement plan, enhancing financial security against market volatility.
  • Advanced Knowledge and Credibility: Empowers annuity companies with advanced knowledge, strategies, and credibility to excel in the retirement planning market.
  • Holistic Retirement Planning: The RSSA Roadmap's financial status intake page guides advisors in identifying optimal annuity solutions, ensuring tailored, holistic retirement advice.
  • Customized Annuity Solutions: Provides advisors with the tools to recommend specific types of annuities that align with clients' income needs, risk tolerance, and financial goals.
  • Tax Efficiency and Debt Management: Advises on strategic annuity positioning for tax efficiency and debt management, enhancing financial stability in retirement.
  • Estate and Legacy Planning: Incorporates certain annuity products into estate planning, offering guaranteed income for beneficiaries and supporting legacy goals.

Get Started

Are you ready to elevate your annuity sales and provide unparalleled value to your clients? Join the ranks of leading annuity companies who are revolutionizing retirement planning with the RSSA Program.

Enroll today and pay only $2,329 for the RSSA® Program Package

Schedule a call if you'd like to learn more