RSSA Back Office

Outsource your Social Security planning services to the RSSA team

RSSA Back Office is powered by our team of Registered Social Security Analysts who are providing comprehensive planning and support to clients nationwide.

Work with an Experienced Partner to Outsource Your Social Security Planning

Are you a financial advisor, insurance professional, tax professional, lawyer or NARSSA member with clients that need help optimizing their Social Security? Our team of expert Social Security advisors will help your clients take advantage of strategies that may yield hundreds of thousands of dollars in additional lifetime benefits.

How Does it Work?

Step 1

Partner with Social
Security Experts

RSSA Back Office is the partner of choice for financial advisors, insurance and tax professionals, lawyers, and RSSAs seeking Social Security planning services. We help your clients optimize their Social Security, while enhancing your value to your clients.
Step 2

Pay as You Go or
Purchase a Plan

RSSA Back Office provides cost-effective, flexible, and scalable plans so that you can easily and efficiently service your clients. RSSA Back Office Plan Packages are billed at a flat rate per month. Or pay as you go with zero minimum commitments.
Step 3

RSSA Roadmap
Client Dashboard

RSSA Back Office provides your clients with access to the RSSA Roadmap Client Dashboard. This is where your clients will begin the Social Security planning process, access their optimization plan, and gain access to other valuable Social Security content.
Step 4

Comprehensive Client
Reporting & Support

RSSA Back Office will become your specialized outsourced team of Social Security experts providing you with comprehensive client reporting, and your clients with the Social Security advisory support to make confident claiming decisions.

Get Started

1

Submit the form below and receive RSSA Back Office pricing guide

2

Our RSSA Back Office team will reach out for program registration

3

Begin helping your clients achieve more secure retirements

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