Frequently Asked Questions

Enrollment in the RSSA Program is open to all professional advisors that seek to learn more about Social Security and Medicare rules that impact their current or prospective clients. Professional advisors are primarily licensed investment advisors, insurance/Medicare agents, CPAs, lawyers, estate and financial planners, Enrolled Agents and other tax professionals that already have demonstrated extensive experience advising clients on financial-related issues. After passing five self-study modules, you are entitled to sit for the RSSA Final Exam which includes case studies and use of the RSSA Roadmap software. Upon passing the final exam, you will become a Registered Social Security Analyst (RSSA) and may use the RSSA credential. As an RSSA, you must agree to observe the NARSSA Code of Professional Conduct. They may be expelled, suspended, or disciplined if he or she violates any of the code of ethics, state or federal laws in the country that the member practices. Registered Members must fulfill the annual 4 hours of continuing education to maintain their membership and right to use the RSSA credential after their name and on their letterhead.

Yes, even if you live outside the United States you may sign up as an Associate Member, take the courses and upon passing the final exam will be entitled to use the RSSA credential.

Submit your questions on the Contact NARSSA page, and we will do our best to answer your questions.

Through Social Security optimization, not only can you connect with clients about their Social Security benefits, but also naturally transition these discussions to their Medicare options. This natural progression makes the RSSA Program a significant asset for increasing your Medicare sales.

The program takes on average 20-25 hours to complete.

The final exam is an online, proctored, closed-book exam. The exam can be taken from the comfort of your home or office. An independent proctoring company will monitor your exam via your webcam. You will also be provided with a reference document for use during the exam. Part I is multiple-choice. Part II consists of case studies that will rely on the use of RSSA Roadmap software.

Yes, the software is included and available for immediate use as soon as you register your account. You will be trained to use the software in Module V.

Many advisors charge for this specialized analysis. However, others choose to incorporate it as a value-add within their broader service offering, enhancing their comprehensive financial planning package. Ultimately, how you utilize this expertise is up to you and what best suits your practice and clients.