Boost Sales and Client Retention with RSSA Training

The largest IMOs/FMOs, insurance companies, broker-dealers, RIAs, law firms, accounting firms, reverse mortgage companies, and credit unions in the country have chosen RSSA as their preeminent Social Security partner to enhance their business. 

Recognizing the importance of Social Security education for their agents, they understood that without it, they would miss out on significant revenue and business opportunities and risk losing clients to the competition.

 We want to be your firm's Social Security partner.

Schedule a meeting to learn how we can partner and integrate RSSA into your business.

 If your team is struggling to answer Social Security questions, you risk losing clients to professionals who can. The RSSA Social Security Program equips your agents with the knowledge and tools to become trusted advisors, significantly boosting sales opportunities for Medicare, life insurance, AUM, and annuities. By partnering with us, you'll turn Social Security knowledge into a powerful prospecting tool that drives revenue and business growth.

 With over 11,000 Baby Boomers reaching retirement age daily, Social Security is an essential conversation starter. The RSSA Program equips your team with comprehensive knowledge of Social Security, enabling them to assist current clients, attract new ones, and create holistic sales opportunities. Utilizing the RSSA Roadmap for lead generation and wellness, your team can effectively leverage Social Security to open doors, build a robust lead funnel, and establish your agents as trusted advisors with the knowledge to answer financial and retirement questions.

 

RSSA Platform Includes:

  • Professional Education: CE-approved for insurance agents, CPAs, tax professionals, and financial planners.
  • RSSA Roadmap Software: Advanced analytics and customizable planning features to maximize Social Security benefits.
  • Lead Generation & Marketing Solutions: Personalized technology to build a qualified lead funnel.
  • Turnkey Financial Wellness: Ready-to-use event presentations and tools to support financial health and literacy.
  • Dedicated Support: Access to experienced professionals for all your Social Security planning needs.
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The RSSA Program empowers advisors with the knowledge and tools necessary to provide financial literacy, helping clients maximize their Social Security benefits while supporting advisors in building a robust lead funnel and driving future sales opportunities.

3 Ways To Get Started with RSSA:

  1. Schedule a meeting and explore how a partnership with RSSA can drive growth and success for your organization.
  2. Schedule a webinar with our onboarding team to introduce the RSSA Program to your agents.
  3. Register for the RSSA Program today.

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Thank you,

The RSSA Team

 
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