Member Benefit

Registered Social Security Analyst® (RSSA®)

Social Security is one of the largest assets most clients will ever have, and the decisions around it ripple through their entire estate and retirement plan. When to claim, how to coordinate spousal and survivor benefits, and how those choices interact with taxes and income all shape what a client ultimately passes on. With the right guidance, a well-timed claiming strategy can add as much as $139,000 in lifetime benefits for a household, and professionals who understand this area are in a unique position to help clients capture that value.

The Registered Social Security Analyst® (RSSA®) designation closes that gap. RSSA® is a turnkey education, certification, and technology program focused entirely on Social Security, giving professionals the expertise to guide clients through these decisions with confidence. Designees complete self-paced training, pass a Kaplan-proctored exam, and gain access to the RSSA Roadmap® software, which models claiming scenarios and shows clients what each strategy means in real dollars. The program is recognized for continuing education by The American College of Financial Services, NASBA, the IRS, and the CFP Board, and RSSA® completed the AgeTech Collaborative™ from AARP® accelerator. For NAEPC members, RSSA® fits naturally alongside the multidisciplinary planning you already do, adding a specialized service that builds client trust and strengthens the full picture of every plan.

NAEPC members receive exclusive pricing of $2,800 for the RSSA® program, a $595 savings off the standard $3,395 tuition. Your discount is automatically applied when you enroll at rssa.com/naepc.

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