Fulfillment Services

There is Unprecedented Demand for Expert Social Security Advisory Services

We help our partners help their clients develop claiming strategies that may yield hundreds of thousands of dollars in additional benefits during their retirement

How Does it Work?

Step 1
Partner with us and have a highly trained Registered Social Security Analyst provide the support your clients need
Step 2
RSSAs provide Social Security advisory and analytical services in accordance with standards established by NARSSA
Step 3
RSSAs utilize specialized software to determine optimal Social Security benefit claiming strategies for your clients
Step 4
RSSAs provide further insight, knowledge, and education of Social Security and tax strategies

Becoming a Partner is Easy

1 Submit the form below to speak with an RSSA team member

2 Complete the partner sign-up form

3 Begin helping your clients achieve more secure retirements

The RSSA Partner Program

3 Ways to Provide Social Security Benefits Analysis to Your Client

Referral Partner

Service Partner

Fulfillment Partner

RSSA works with the client directly. RSSA and the Partner work together. The Partner works with the 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.
* SETARA (Self-Employed Tax And Retirement Analysis) are arranged separately.

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