RSSA® - Your Trusted Social Security Partner

Social Security Financial Wellness for Everyone

Empowering Consumers & Professionals with Essential Social Security Solutions

Who is RSSA®?

RSSA® is at the forefront of providing specialized Social Security education and technology solutions to financial professionals, institutions, and consumers. We empower advisors with the knowledge and tools to help their clients maximize their Social Security benefits – and the tools to help advisors build a robust lead funnel, ultimately driving future opportunities.

The RSSA® Program is positioned in a unique place in the senior health, wealth, and agetech ecosystem. As the trusted Social Security software and education partner for advisors, FMO/IMOs, consumers, and more, we're able to provide Americans with access to Social Security financial wellness and literacy – leveraging our RSSA education and technology platform.

RSSA® Mission

Our mission is to provide unparalleled Social Security financial wellness through education and technology, to ensure Americans make confident, educated decisions about their Social Security claiming options, navigate the complex Social Security rules successfully, and most importantly, get the Social Security benefits they are entitled to.

NARSSA's Credibility & Leadership in Social Security

  • Rigorous Education: Curriculum recognized for CE in all states for CPAs by NASBA, for Enrolled Agents and PTIN holders by the IRS, for CFPs by the CFP Board, for the AIF/AIFA/PPC credentials by Broadridge Fi360, and for insurance CE nationwide.
  • Professional Recognition: Listed in the FINRA Compliance Vendor Directory, materials reviewed by FINRA. RSSA® credential included in the FINRA Professional Designations Database.
  • Commitment to Security & Accessibility: Actively engaged in SOC2 audit to meet high standards of security and reliability. RSSA® Roadmap software is WCAG compliant, ensuring accessibility for all users.
  • Foundational Leadership: Founded in 2017 by Martha Shedden, CRPC and Michael Rosedale, CPA to fill a crucial gap in the market for comprehensive Social Security education and optimization.
  • Growth & Impact: From an initial focus on CPAs and tax professionals, NARSSA has expanded to serve a broad array of professionals and institutions with education and proprietary RSSA® Roadmap software, establishing itself as a leading Social Security software provider and thought leader, and trusted brand nationally.

Understanding the Social Security Opportunity & the Latest Trends Across the Entire Aging Ecosystem

  • Aging Population: Daily, 10,000 baby boomers turn 65, affecting Medicare and Social Security programs significantly. With baby boomers holding nearly $75 trillion in net worth, the need for strategic Social Security planning is more critical than ever.
  • Digital Engagement: Monthly, there are between 1 million and 10 million Google searches for Social Security, highlighting the vast online interest and the potential for digital engagement and education.
  • Wealth Transfer: Baby boomers are set to pass down an estimated $84.4 trillion in assets through 2045, in the largest wealth transfer in history. This transition emphasizes the importance of informed Social Security, healthcare, and tax planning decisions.
  • Reliance on Benefits: One in three Americans over 65 relies solely on Social Security benefits. This underscores the crucial role of optimizing Social Security to meet healthcare needs and ensure financial stability.

Where Education Meets Innovation in Social Security Planning

RSSA® Professional & Enterprise Solutions

Our comprehensive program equips financial professionals and enterprise clients with advanced software and education to become Social Security experts. This toolkit not only enhances their ability to advise on maximizing Social Security benefits but also opens new avenues for lead generation and sales opportunities in related fields such as Medicare, insurance, tax planning, senior health, and wealth management.

Professionals in our program gain a competitive edge by leveraging Social Security planning as a gateway to broader financial advisory services, establishing themselves as trusted advisors in an increasingly complex financial landscape.

By harnessing the power of the RSSA® Program, professionals and enterprises can significantly enhance their service offerings, foster client trust, and drive growth through strategic Social Security advising and related financial solutions.

RSSA® Roadmap: Empowering Consumers

The RSSA® Roadmap is our direct-to-consumer solution, equipping individuals with the knowledge and tools to optimize their Social Security benefits. Comparable to TurboTax for taxes, this platform simplifies Social Security planning, making it accessible and actionable for everyone.

Through the RSSA® Roadmap, consumers gain the ability to increase their lifetime benefits, leveraging personalized strategies and expert guidance. This service underscores our commitment to financial wellness, literacy and empowerment at every stage of retirement planning.

The RSSA® Roadmap is a beacon of empowerment, guiding consumers to maximize their Social Security benefits confidently. It represents a critical step towards securing a financially sound future, emphasizing our dedication to providing accessible, impactful financial planning tools.
NARSSA's portfolio is a testament to our dedication to financial wellness, providing a robust suite of services that empower users to navigate the complexities of Social Security. With our integrated educational programs, innovative software, and dedicated support, we're helping to build stronger financial futures for consumers and professionals alike.
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