1. The RSSA® Elite Social Security Program
Exclusively for Medicare & Insurance Professionals

2. RSSA Elite Social Security Platform
Education
Technology
Lead Generation
Marketing
Support
RSSA® Elite is an all-in-one turn-key Social Security platform for Medicare &
Insurance agents to build a pipeline of sales opportunities

3. We make it EASY to integrate Social Security to identify current and
future Medicare & Insurance opportunities
Our approach to increased sales opportunities is unique
Leveraging Social Security
• Differentiating Yourself
• Building Trust & Rapport
• Strengthen current client relationships
• Attract & acquire new clients

4. 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

5. Becoming 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

6. Fully Integrated Program for Medicare & Insurance Agents
Utilize the RSSA® Social Security Program to increase sales opportunities. Fill seats at webinars/seminars with
qualified prospects. Open doors for new organic Retirement, Insurance and Medicare conversations.

7. Continuous 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

8. eLearning Course
Learn basic and advanced concepts of Social Security
• 5-module self-study course
• Easyto navigatewith 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 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
Approved for CE in all states for:
• CPAs by NASBA
• EAs and PTINholders by the IRS
• CFPs by the CFP Board
AIF, AIFA and PPC by Broadridge Fi360.

9. 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
2 RSSA Roadmap® Versions
Advisor Version
• Unlimited client analyses
• Generate customizablereports
• Includes a practice managementdashboard
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

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/Designation
The RSSA credential demonstrates:
• You have a foundation of education and understanding of
issues related to Social Security
• Understanding and masteryof 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 Materials
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 Seminars & 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 other needs & convert prospects to clients
Support
• Our RSSAs host live group webinars for your prospects and
clients
• Use our materials invite individuals to a free group webinar
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

14. Marketing Prospect Webinar Postcard Invite (Sample)

15. Broaden Your Reach with Accountants & CPAs
We 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 greatestreferral 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

16. 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 engagementwith
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
We Do Your 1st Case With You!!

17. Lead Generation
The RSSA Roadmap® is your Lead
Generation Platform
• Client Licenses for prospects
• Get notified when clients complete their part
• Practice ManagementDashboard 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
RSSA Roadmap Client Version licenses are available.
1
eLearning
2
Software
3
Exam
7
Credential
5
Marketing 1st Case 1st Seminar
Lead Gen
4 6 8

18. We Help You Set Up Your 1st Webinar/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

19. What You Get
1. 5 Module eLearning Course
2. National Exam Entry
3. RSSA Designation & Certificate
4. Exclusivity into School District of Choice
5. One-On-One Training & Support
6. Marketing Materials
7. RSSA Roadmap Access
8. Elite Member Course
-Adult Education School District
-Introduction Sheet
-Attendee Booklets
-Scripts & Video Training
-1 Hour Class Materials
-4-Day (2-Hour/Day) Class Materials
Become the Premier Social Security
Professional in Your Community
Join Today to Lock Up Your Exclusive
School District
*Only $200/month