Driving Sales Through Social Security Optimization

March 2024  |  50 minutes
This webinar is for financial professionals only.

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Finally, a certification with turnkey results.

We’re excited to announce our expanded partnership with RSSA®, The National Association of Registered Social Security Analysts. Using their comprehensive online platform, RSSA trains financial professionals to become Social Security experts.

Education. Technology. Marketing. Support. It’s all part of the program to help you build a sales funnel, fill seats at events and open the door to sales opportunities.

Watch for an overview, including:

  • What you’ll get as part of the program
  • How to use Social Security to organically transition conversations to sales
  • How to turn prospects into clients using the RSSA client portal

We’ve seen many advisors use this program to fully integrate Social Security planning into their practice. Now it’s your turn!

About the Host

Mike McGlothlin, CFP®, CLU®, ChFC®, LUTCF®, NSSA® is a bestselling author, industry-renowned speaker and expert in growth strategies for financial advisors.

Today as the Executive Vice President of Retirement for Ash Brokerage, he leads 65 direct reports who have grown the business line to one of the largest wholesaling teams in the Brokerage General Agency space.

As a professional guide, he can help any financial advisor looking to create exponential revenue growth, to find new clients and better streamline their operations by incorporating simple methodologies and proven models.

Featured Speaker

Thomas Drapala helps future retirees maximize and optimize their Social Security financial benefits. Through education and promotion of the RSSA® platform, he helps advisors know their client's options and the financial benefit of each Social Security decision.