Go All-In on Social Security Planning

March 2023  |  48 minutes
This webinar is for financial professionals only.

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The Market is Huge. The Demand is Great.

Many clients are not fully educated about Social Security. The basics are simple, but the nuances require expert help — and there are not enough advisors available to assist retirees.

Set yourself apart with a turnkey program available through the National Association of Registered Social Security Analysts (NARSSA). Watch this overview of the RSSA Certification, which will help you:

  • Leverage misunderstood reductions and credits — including the Cost of Living Adjustment
  • Bridge the basics of Social Security with advanced retirement planning
  • Use the RSSA Roadmap to generate client reports
  • Build referrals through CPAs, accountants and other centers of influence

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

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.