1. The RSSA® Social Security Program for Medicare Agents
Onboarding: Neishloss & Fleming
March 2023

2. Leveraging Social Security
We make it EASY
Our approach to Social Security is unique.
Leverage Social Security to identify current
and future Medicare opportunities
• Differentiate your practice
• Strengthen current client relationships
• Attract & acquire new clients

3. Medicare
Exits 65 - ?
Medicare & Social Security
The age that Americans start thinking about Medicare….
60
Age
61
62
63
64
65
66
67
68
69
70
71
Social Security
Exits 62 - 70
72
….is when they start thinking about Social Security

4. Be the Social Security Expert in your Area
John Sample
CPA CPA
CPA
CPA
CPA
CPA
CPA
CPA
CPA
Elder Care
Attorney
Elder Care
Attorney
Elder Care
Attorney
Elder Care
Attorney
Elder Care
Attorney
Elder Care
Attorney
Elder Care
Attorney
Retirement
Community
Retirement
Community
Retirement
Community
CPA
Tax
Preparer
Tax
Preparer
Tax
Preparer
Tax
Preparer
Tax
Preparer
Tax
Preparer
Tax
Preparer
Senior
Prospect
Senior
Prospect
Business
Credit Union
Credit Union
Credit Union
Business
Business
Business
Widow
Business
Widow
Widow
Divorced
Divorced
Divorced

5. Fully Integrated Program for Medicare Agents
Utilize the RSSA® Social Security Program to acquire new clients, and to fill seats at presentations with qualified
prospects. This program will open doors for organic income planning, retirement, and Medicare conversations.

6. Support
A Turn-key Program with Live Support at every level
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
SUPPORT… SUPPORT… SUPPORT…
Expert Social Security Team
• Our RSSA Team is ready & available with answers
• Phone & email
• Social Security Rules and Software Help
• Comprehensive coverage
• Unlimited access

7. eLearning
Learn basic and advanced concepts of Social Security
• 5-module self-study course
• Easy to navigate with images and videos
• 15 hours to complete
• Everything you need to become an expert in Social Security
• Software training included
Support
• NARSSA Hosted Training Webinars for Neishloss Advisors
• Email & phone support for advisors
• Our team is dedicated to ensure you understand all Social
Security concepts & strategies
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
CE Credit
Certified Public Accountants
Enrolled Agents & Other Tax Return Preparers
IRS Provider Number: QOYXT
Certified Financial Planners
CFP Board Sponsor Number: 7834

8. Software - RSSA Roadmap®
Support
• Access to the software as you learn
• Email and Phone Support for
technical questions
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
What is RSSA Roadmap®?
• Social Security planning software for advisors
• Cloud based & White labeled
• Complete cases & reports in 5-7 minutes
• Social Security optimization & unlimited
customized reporting
• Prospecting & Discovery Tool for Medicare
Agents
2 Roadmap Versions
Advisor Version
• Unlimited client analyses
• Generate customizable reports
• Includes a practice management dashboard
Client Version & Licenses
• White labeled with your logo
• Single user / limited capability
• Distributed to prospects by advisors
• Users are unable to proceed to analysis & report
without scheduling a 1 on 1 meeting with you

9. Software - RSSA Roadmap®
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

10. National Exam
After completing the five modules, you sit for the RSSA Final Exam.
• Register in advance for the proctored online exam
• Held every 2nd & 4th Tuesday of each month
• Can be taken at any time during the day
• Exam is 2 parts, 2 hours to complete each part, 75% passing grade
• Part I: 80 multiple-choice questions
• Part II: Two case studies with 20 multiple-choice questions each
• Use the software to generate cases for responses
Support
• Exam Prep Bootcamps hosted by NARSSA
• Our goal is to ensure you know the material and are prepared
to ace the exam
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

11. RSSA Credential
The RSSA credential demonstrates:
• You have a foundation of education and understanding of
issues related to Social Security
• Understanding and mastery of software
• Social Security expert in your community
Support
• Personalized gold seal RSSA Credential Certificates
• Maintain your expertise and credential with 4 CE
(Continuing Education) credits annually
• Monthly Member Webinars
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

12. Marketing
Support
• Profile Webpage with lead and appointment
setting capability
• PowerPoint Presentation, Scripts, Videos for Events
• Brochures & Handouts (print & digital)
• Social Media Content Library
• Client Newsletters
Communicate that you’re a Social Security expert
• Gain a highly competitive edge with baby boomers moving
into Social Security Medicare eligible age
• Membership resources including access to RSSA Roadmap
software, client marketing, etc.
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

13. Marketing - Client Facing Group Webinars
Client Facing Webinars
“Optimize your Social Security Benefits: Get Every Dollar You’re Entitled to from the Government”.
How do you get prospects to attend?
• All attendees receive a the RSSA Roadmap Client Version
• Includes a 1 on 1 meeting with you to optimize their
benefits
• Discover Medicare needs & convert prospects to clients
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
Support
• Our RSSAs host live group webinars for your prospects and
clients
• Use our materials invite individuals to a free group webinar

14. Marketing Prospect Webinar Postcard Invite (Sample)

15. Specialized Group Webinar Presentations
Webinars for CPAs and Elder Care Attorneys
Scripts & marketing materials to fill seats with CPAs, Elder care
attorneys and other professionals.
Webinars for Business Owners and Self-Employed
• Fill seats with business owners
• Advanced SETARA (Self-Employed Tax and Retirement Analysis)
cases may save thousands of dollars in payroll taxes today,
without sacrificing future benefits.
Webinars for Unions and Employers
• A group benefit - Social Security optimization webinar
• Use our scripts, materials and the RSSA Roadmap® to establish
working relationships with hundreds of employees and union
members for future Medicare sales.
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
Support
• Our in-house RSSAs will provide
these specialized group webinars
on your behalf.

16. Broaden Your Reach with CPAs
NARSSA can market you as a Social Security expert to local CPAs & Tax Professionals
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8
Want referrals from CPAs?
• The RSSA® Social Security eLearning platform is the only
program that ensures introductions of independent
Medicare Insurance Agents to local CPAs
• CPAs are the greatest referral source for Social Security
and Medicare professionals
• After earning your credential, you will become the go-to
professional for Social Security Advisory services in your
network

17. 1st Case
1 on 1 Collaboration with your 1st Case
An RSSA Team Member will guide you through it
Support
• An RSSA virtually completes your 1st client engagement
with you
• From initial conversation through presenting the final
analysis to the client
• Complete the case in the Roadmap together with an RSSA
• Discover and identify new opportunities for your practice
• RSSA offers Back-Office Support at every level
• Help with future complex client cases
• Ready to answer your questions
• Too busy? Our Back Office team can handle it all
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

18. Lead Generation
The RSSA Roadmap is your Lead
Generation Platform
• Start with 30 free Client Licenses for prospects
• Get notified when clients complete their part
• Practice Management Dashboard tracks your
cases and prospects client license usage
• Discover new opportunities during the process
Support
• Create links for each event or campaign
• RSSAs are ready to help with the logistics
Additional RSSA Roadmap Client Version licenses are available at a discount to N&F advisors.
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

19. 1st Seminar
Support
• Use RSSA Resources to market your workshop
• Ready to use PowerPoint presentations
including scripts
Set-up Social Security Optimization Workshops
• You schedule and set up your first webinar
• In-person or virtual
• Invite clients and prospects to attend
• Dazzle prospects with your Social Security knowledge
• Get ready for questions at the end
• Provide the RSSA Roadmap Client Version as a thank
you for attending and to secure the follow-up session
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

20. How to Get Started

21. Getting Started
1. Visit www.neishlossrssa.com
2. Enroll in Program
3. Complete eLearning 5-Modules
4. Pass RSSA Exam/Earn Your Credential
5. Complete your 1st Client Consultation
6. Hold your 1st Social Security Webinar

22. Program Costs
Standard Pricing Neishloss Discount
Course $1,500
First Year
All Inclusive
Package
Exam $350
Annual Membership $479
Roadmap Licenses $750
Total Value $3,079
Neishloss Advisor Upfront Price $850
Neishloss Reimbursement Incentives (3 Requirements) ($850)
Final Cost $0
Use Promo Code NF236417

23. N&F Reimbursement Incentives
Neishloss Reimbursement Incentives
3 Requirements
Completion
Deadline Reimbursement
1 eLearning & Pass RSSA Exam 4/30/23 1/3
2 1st Client Consultation with an RSSA 5/15/23 1/3
3 1st Social Security Seminar as an RSSA 7/15/23 1/3
Total Reimbursement $850
Use Promo Code NF236417

24. Questions