RSSA Program for Financial Professionals
Why Financial Planners Need to Be Social Security Advisors
Explained by Devin Carroll, RSSA
Take a few minutes to watch Devin Carroll's video. Devin is a financial planner who has built his business as a result of his knowledge in understanding Social Security's complex rules. More than a million people read Devin's blog and watch his YouTube channel each month as he shares what he's learned about Social Security.
Top advisors like Devin Carroll are using Social Security knowledge to deepen and retain relationships with current clients, attract new clients, and get the attention of key referral centers including lawyers and CPAs. If you're not talking to your clients about Social Security right now, you're taking a big risk: Nationwide's 2021 survey on consumer sentiment around Social Security found 72% of clients would be likely to switch financial planners if their current planner couldn't give them satisfactory help with their Social Security benefit decisions.
Acquiring this high-demand skill set has never been easier or more convenient. It all starts by enrolling in the online RSSA certificate Social Security education and software training program. Financial planners are provided with the education, technology and support necessary to help their clients have more profitable retirements.