The Ultimate Client Acquisition Strategy

SUCCESS STORIES

RSSAs Are Transforming Their Practice

The Retirement Expertise That Pays for Itself (and Then Some)

Individual results will vary. The income examples and testimonials presented reflect exceptional outcomes from a small number of participants and are not indicative of typical results. Some individuals may earn significantly less or nothing at all. Success depends on individual effort, skill, market conditions, and other factors beyond our control. NARSSA and the RSSA® designation is issued by a private organization and is not approved, endorsed, or recognized by FINRA, the SEC, the Social Security Administration (SSA), any other government agency or any other financial regulatory authority. It does not confer any regulatory status or authority. This program is educational in nature and provides tools for marketing and business development. It does not constitute investment, tax, or legal advice. Participants are responsible for complying with all applicable laws, licensing requirements, and regulations in their jurisdiction. Independent professional consultation is strongly recommended. Continuing education (CE) credits are pending approval in various states. Participants must confirm CE eligibility and acceptance with their own state or regulatory body. CE credits may not be accepted in all jurisdictions. Testimonials were voluntarily provided by certified RSSAs. No compensation was offered or provided for their participation. © 2025 National Association of Registered Social Security Analysts (NARSSA) 68 S Service Rd, Ste 100, Melville, NY 11747 USA. All rights reserved.

What You'll Learn in Our Continuing Education Course

RSSAs Are Transforming Their Practice

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Registered Social Security Analyst

Frank Garcia | LUTCF, CSA, RSSA

"Becoming an RSSA has completely changed my approach. I now attract clients in their early 50s and guide them through Social Security and financial planning well before Medicare becomes a concern. By the time they turn 65, we've already built a strong relationship. This proactive approach has eliminated the scramble for Medicare clients and positioned me as a trusted expert. With RSSA, I'm no longer just another agent—I'm the resource they rely on."

Insurance KO

Frank Garcia Closed Over $1.4 Million in Annuities by Optimizing Social Security for His Clients

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Glen Witchey | CSA, RSSA

“We did a seminar last night, had 30 RSVPs, 21 showed up, and we walked out with six appointments—with two more likely to book. Our first seminar, brought in about $85,000 in commission. There’s a huge opportunity with Social Security planning—not just for Medicare, but for life and annuities as well. If you go after it, there’s triple-digit income potential in your first year.”

Advocate Financial

Glen Witchey Brought in Over $85,000 in Commission Off His First RSSA Seminar

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Brian Moon | Wealth Manager, RSSA

“The RSSA was a turning point in my business. It helped me speak authoritatively about Social Security, which led to new clients and increased trust. Since getting my RSSA designation, my firm has grown from under $400,000 a year to nearly $1 million.”

Toro Bravo Investment Advisors, LLC

Brian Moon Transformed His Retirement Financial Business Growing From $400k to Nearly $1 Million Per Year

Toro Bravo Investment Advisors

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78 Million

Americans Nearing Retirement

$40 Trillion

The Wealth They Control

3 Million +

Americans File For SS Each Year

$1.4 Million

Avg Household

Net Worth

$111,000

Average SS

Income Lost*

Open New Doors to Opportunities

Master the analysis that opens the door to cross-selling every other service you offer -transforming prospects into lifelong, comprehensive clients and buyers of AUM, annuities, insurance, and retirement services.

Save Your Clients Money

Leverage the free consultation that guarantees immediate value. Stop missing out: Advisors use this analysis to secure an average of $111,000 in lifetime benefits for grateful clients.

A New Client Magnet

Offering a free Social Security analysis is the ultimate icebreaker. Use it to bypass traditional prospecting, build immediate trust, and secure your next high-value client.

Deepening Client Relationships

Become the advisor clients thank for saving them from costly mistakes. This earned loyalty is the foundation for every successful cross-sale you make.

A Designation & Software That Actually Grows Your Business

Stop leaving $100,000+ in client value on the table. Secure the RSSA designation and become the sought-after expert your market needs. Take advantage of an exclusive ProducersXL Member discount today!