Credit Unions

Why Credit Unions Need the RSSA® Program

Credit unions prioritize the financial well-being of their members, and integrating Social Security planning into their services will enhance member engagement, financial literacy, and long-term retention.

• Member Demand: The Social Security Administration (SSA) struggles with providing quality service, and representatives are unable to provide advice by rule. However, members desperately seek expert guidance on optimizing Social Security benefits as the foundation of their retirement strategy.
• Comprehensive Financial Picture: Social Security planning creates confidence and credibility while uncovering additional assets leading to greater product penetration and share of wallet.
• Increased Deposits & Retention: Members who receive Social Security guidance are more likely to direct deposit their benefits, increasing long-term deposits and engagement.

Here's How It Works

Implementing the RSSA® Program at your credit union is simple, seamless, and highly impactful.

• Step 1: Identify Your Future Social Security Experts
  • Select team members to become Registered Social Security Analysts (RSSAs) such as branch staff, relationship managers, or financial service representatives.
  • These individuals will be trained to educate and guide members on Social Security strategies, helping them maximize their retirement benefits.
• Step 2: Complete RSSA® Training & Certification
  • Team members complete our self-paced, eLearning program (approx. 25 hours).
  • Five training modules cover Social Security rules, regulations, software training, and case studies.
  • Upon completion, participants pass an online proctored exam to earn their RSSA® credential.
• Step 3: Launch Social Security Member Services
  • Start offering access to the free RSSA Roadmap® planning tool to members and prospective members.
  • Provide personalized Social Security reports using the RSSA Roadmap® software.
  • Educate members through webinars, workshops, and one-on-one consultations.
• Step 4: Generate Marketing & Community Awareness
  • Leverage customized marketing materials to promote Social Security services.
  • Utilize branch signage, brochures, and digital displays to attract interest.
  • Publish articles, newsletters, and blog content to educate members.
  • Run targeted social media campaigns to engage existing and prospective members.
  • Position your credit union as the go-to Social Security resource in your community.
• Step 5: Drive Member Engagement & Deposit Growth
  • Encourage members to direct deposit their Social Security benefits into your institution.
  • Use Social Security planning as a lead generation tool for cross-selling other financial products.
  • Differentiate your institution with a unique service that builds trust, loyalty, and financial security.
• Step 6: Leverage Ongoing Support & Marketing Resources
  • Receive white-label marketing materials to promote your new Social Security services.
  • Get priority access to RSSA experts for complex case support.
  • Benefit from continuous software updates, training, and educational content to keep your team ahead of Social Security changes.

The Value of the RSSA® Program for Credit Unions

• Expert Knowledge & Training:
  • Comprehensive RSSA® Training – Gain in-depth expertise on Social Security rules and strategies.
  • Professional Credentialing – The RSSA® designation differentiates your institution as a trusted Social Security resource.
  • Ongoing Support & Case Assistance – Access Social Security experts for complex case support.
• Enhanced Member Services:
  • Member Education & Outreach – Offer Social Security literacy programs, workshops, and personalized guidance.
  • Improved Member Experience – Help members make better Social Security decisions that impact their financial future.
• Competitive Differentiation & Growth:
  • Member Retention & Engagement – Keep members engaged with high-value services that drive loyalty.
  • New Member Acquisition – Attract individuals seeking expert Social Security guidance and retirement planning.
  • Lead Generation – Convert Social Security conversations into broader financial service opportunities.

RSSA Roadmap® Software: A Game-Changer for Member Engagement

The RSSA Roadmap® software is a powerful lead-generation and planning tool designed for credit unions.

• Personalized Social Security Planning: Generate member-specific reports with customized benefit optimization strategies.
• Member Engagement & Education: Provide easy-to-understand visualizations that enhance decision-making.
• Marketing & Community Outreach: Offer free Social Security consultations to attract new members.

Social Security & Financial Services Integration

Integrating Social Security planning with financial services can increase deposits and strengthen member relationships.

• Direct Deposit Strategy: Encourage members to deposit their Social Security benefits into your credit union.
• Asset & Retirement Planning: Align Social Security benefits with broader wealth management and financial planning services.
• Financial Literacy & Fraud Prevention: Equip members with knowledge to protect their benefits from fraud and maximize retirement income.

Benefits for Credit Unions

• Member-Centric Approach:
  • Enhance trust and credibility by providing expert Social Security guidance.
  • Offer a comprehensive financial service that meets retirement planning needs.
• Lead Generation & Growth:
  • Convert Social Security planning into long-term member engagement.
  • Cross-sell other financial services like investment management and retirement planning.
• Increased Deposits & Retention:
  • Secure Social Security direct deposits, ensuring steady cash flow into member accounts.
  • Improve member retention and loyalty through personalized financial solutions.

Elevate Your Financial Services with RSSA®

By offering Social Security expertise, your institution can differentiate itself in a competitive financial landscape.

• Position your credit union as a Social Security expert.
• Enhance member services and financial literacy.
• Attract new members and increase deposits.
• Leverage the RSSA Roadmap® software for advanced planning and engagement.

Enterprise pricing is customized based on institution size and service needs. Contact us to learn how we can tailor the RSSA® Program for your credit union.