RSSA Certification

[rmhaire]

Would you mind emailing me your resources. With the threat of our local SS office closing I feel offering this will help fill a need in my community.

The company I normally use when talking about SS planning is Columbus Life. The have an entire marketing program built on it.

I'd suggest contacting them and simply telling them that you'd like to know more about their SS marketing.

I'll also look around here and see what I've got that I can send you.

 

[KandKsmommy]

The company I normally use when talking about SS planning is Columbus Life. The have an entire marketing program built on it.

I'd suggest contacting them and simply telling them that you'd like to know more about their SS marketing.

I'll also look around here and see what I've got that I can send you.

Thank you so much.

 

[AgentGeneral]

Has anyone here gone through the certification process? Worthwhile investment or not?

Social Security Advisors, Medicare Consultants, Social Security Education Courses, Social Security Optimization

NARSSA provides education and resources to Social Security advisors to help clients maximize their Social Security benefits.

narssa.org

we have agents who have done this. More for financial planning.

IMO it's not a great investment since there are ways to get the same information for free if one can do research themselves.

FMOs are now promoting this as a way to have other ways to build when/if the medicare train ends (or slows way down). IMO

In that sense it might be good for an agent to do, but not this agent I will not be doing that. The agents I know who have completed it over a year ago, so far nothing was that fruitful bc they took this course.

These "extra designations" aren't what sells in most cases. It's "us" the person buys, not the alphabet behind ones name. Some agents would benefit more by taking courses on simple communication and listening skills. lol

 

[somarco]

I agree that designations are meaningless to most of the prospects and clients.

I went through the CLU program years ago while still in college. I am still allowed to add CLU after my name (although I rarely do). What's interesting is there are no dues or mandatory CE to keep/display the designation.

Most of what I learned 50 years ago is either forgotten (mostly from lack of use) or no longer applicable due to changing laws and regulations.

When I started this thread, asking for feedback, I was more curious about how useful (or not) the training is for working with T65 folks and cared nothing about adding more letters after my name.

Thanks for the feedback.

@KandKsmommy you might be better off buying the SS for Dummies book ($21 on Amazon) than investing in the course. They also have a NOLO Guide to SSDI for $32 that could be a companion guide.

$53 sounds better to me than $2500 . . . but if after reading the two books if you need more enlightenment, toss $2500 in the fire.

 

[KandKsmommy]

These "extra designations" aren't what sells in most cases. It's "us" the person buys, not the alphabet behind ones name. Some agents would benefit more by taking courses on simple communication and listening skills. lol

I have seen mixed reviews on it. I agree it's not the designation that gets them through the door.

I hired an employee who does taxes so she is studying to get licensed in at least life. We have people asking us for advise and I want to make sure we provide them the best guidance. With her knowledge of the tax side I think she's the perfect person to train to offer the service.

I have been wanting to expand service offerings for years under my old boss but I was never given the support I needed. Now that I own the agency I have been working to make my dream a reality.

We are in a rural area and most of the clients we see aren't super tech savvy. Between the identity verification process changes and the threat of our closest SS office (1 1/2 hours away) closing I want to try and help fill that gap.

I am also viewing it as an opportunity to get more retirees through our doors. I figure it is the perfect time to do a needs analysis and help identify exactly what products they need to replace the benefits they are losing by retiring.

I would much rather have her learn from the free resource but I was thinking the RSSA might help her learn faster.