1. Member Training
Marketing Your RSSA Designation

2. Marketing your designation is an important element to help clients and prospects understand the importance of
Social Security. Social Security is the cornerstone of retirement planning because nearly everyone will be entitled to
a benefit. Many Americans are uneducated about the Social Security rules that surround their benefits and the
various options they have.
Marketing Training
1. RSSA Social Security Services
2. Postal Mail and Email Marketing
3. Marketing Materials
4. Presenting to Clients and Prospects
5. Reviews and Referrals
Marketing Your Designation
2

3. 1. Have an elevator pitch, memorize it, and don’t be afraid to use it!
Example: I help those near retirement or already retired develop strategies that
yield hundreds of thousands of dollars more in Social Security benefits by
following a personalized plan. For a very reasonable cost, you can understand
your options, timing, and the financial benefits to create a strategy that’s best
for you and your loved ones.
2. Provide a no-obligation consultation: Create a loose script to explain your services,
process, and cost. Lead the discussion and try to focus their questions on the services
you provide and not specific questions about their benefits. Here are a few basics
that a plan would include:
 Understanding Social Security and Important Terms
 Types of Social Security Benefits
 If you work, are you subject to an earnings deduction
 Comparing options and longevity impacts
 Things to consider before finalizing your plan
RSSA Social Security Services
3

4. Postal Mail and Email Marketing
3. Postal Mail Marketing: Direct mail has a high return on investment, on average about
30%, and is a great complement to your digital marketing strategy. Use our graphics and
content to create postcards, letters, or other interesting communications to grab your target
market's attention. You can track your results by directing prospects and past clients to a
specific landing page, email address or phone number.
https://www.narssa.org/members/registered/postal/
4. Email Marketing: We are pleased to provide examples of email templates that may be
helpful when communicating to clients. The templates were designed to be a guide for your
correspondence with current and/or prospective clients. These templates can be used as
emails or as physical postal mail. That is up to you! Our suggestion is to copy and paste the
text of the email template. You can copy the words exactly or modify them to meet the
needs of your business and your clients. Please be sure to re-read, enter information where
appropriate, and edit and/or format as needed.
https://www.narssa.org/members/registered/email/ 4

5. Marketing Materials
5. Marketing Materials: Many marketing materials for all RSSAs are available to use to help marketing to clients and
prospects. Visual brochures and slicks can really catch the attention of the consumer. We have several marketing materials
on our resources page, and we will continue to provide more resources to support our members grow their businesses
easier and with more information.
https://www.narssa.org/members/registered/brochures/
Marketing Services
• Consumer Brochures
• Maximize Benefits
• Social Security Myths
• Optimal Claiming Decisions
• Postcards Templates
• Why Work with an RSSA
Case Specific Materials
• Survivor Benefits
• Spousal Benefits
• Divorced
• Pensions
• Disability
• Immigrants
5

6. Presenting to Clients and Prospects
6. Download Social Security Presentation and Notes: Presenting to a
group of clients or prospects can be a strong element in marketing your
Social Security services. Let your audience know the importance of Social
Security and the complexity of rules and options surround their benefits
which need to be addressed in their claiming decisions. Download
our presentation template or create your own and review these important
topics with your audience.
https://www.narssa.org/members/registered/presentations/
• Importance of Social Security planning
• Common Social Security questions
• Social Security news and articles
• Add statistics (eye catching values, see image to the right)
• Average Social Security payment
• Important Social Security terms
• Add charts and graphics
• Details contained in your final report
• How your service will benefit them
6

7. 7. Ask your clients for a review: 5-star reviews, especially on Google, have a
significant impact and help create trust and confidence in your abilities. The quality
and quantity of reviews on Google is one of the most important ranking factors for
local search engine optimization (SEO). Earlier search results present greater
credibility and receive more clicks. You can check out reviews of our RSSAs at
www.google.com and search for Registered Social Security Analysts.
8. Provide free advice: Answering questions is always a good idea. It builds
confidence in your expertise and helps build your network and reach. If you don’t
know the answers, get their contact information, research the topic, and respond
promptly with the results and provide detail on how you can help them further
with a report or a plan. This is a great time to ask for a Google Review in return for
the information you provided.
9. Always ask for referrals: Those evaluating their Social Security benefit options
likely have many friends with the same needs and questions. Ask that they refer
their friends to you and thank them personally with an email or phone call.
Reviews and Referrals
7