Are You a Financial Advisor, CPA, Lawyer or NARSSA Member with Clients that Need Help with Social Security?
We provide Social Security answers, back office support and analytical services so you can better service your clients.
Join our Advisor Support Program – We can help you with your clients to take advantage of strategies that may yield hundreds of thousands of dollars in additional lifetime benefits.
How Does it Work?
Partner with us and have a highly trained Registered Social Security Analyst provide the support your clients need
RSSAs provide Social Security advisory and analytical services in accordance with standards established by NARSSA
RSSAs utilize specialized software to determine optimal Social Security benefit claiming strategies for your clients
RSSAs provide further insight, knowledge, and education of Social Security and tax strategies
Signing Up is Easy
1 Submit the form below to speak with an RSSA team member
2 Complete the registration form
3 Begin helping your clients achieve more secure retirements
Advisor Fulfillment Program
3 Ways to Provide Social Security Benefits Analysis to Your Client
|We work directly with your client.||We both work directly with your client.||We work directly with you, not your client.|
How It Works
|Refer your client over to us for a Social Security analysis and we'll pay you a referral fee.||We work with you and your client to gather the information, RSSA creates a report and presents findings, and we present and handle Q&A together.||You gather the information, and we'll create an analysis and presentation for you to present. We are an available resource for the Partner, should the client have any follow up questions.|
|RSSA bills the client.||Partner bills the client and RSSA bills the Partner.||Partner bills the client and RSSA bills the Partner.|