Member Benefits

The Platinum Plus Membership is our newest offering and includes every aspect of the Platinum program:

• The educational component which includes both a digital and hardcopy of the CSSCS Comprehensive Guide to Social Security Retirement Benefits and Social Security Claiming Strategies, our in-depth coursebook that covers all areas of Social Security retirement benefits including, but not limited to, spousal benefits, survivor benefits, and taxation to name a few, as well as how varying claiming strategies can impact your client’s financial future. Each chapter contains a summary of key concepts as well as practice tips highlighting how the rules can be applied in your day-to-day practice.
• Online certification exam
• Upon passage of the exam, use of the Certified Social Security Strategist (CSSCS) designation
• Complimentary leads listing on the CSSCS Find a Strategist page upon successful completion of the exam,
• Unlimited access to the Member Tool box which includes marketing materials, CSSCS brochures and Certified logos, as well as a collection of calculators for Member only use including:
  • Taxability Calculator Compare and contrast the tax efficiencies of various Social Security filing strategies
  • RMD Tax Analyzer Calculating the Impact RMD’s have on Provisional Income
  • CAGR Calculator Compare the economic value of income annuities with Safe Withdrawal Rates
  • Solve For Zero Calculator This tool is designed to help users easily determine how much additional fully countable and fully taxable income can be added to their existing Social Security and other income sources without exceeding the “zero tax” threshold. The projected amount of additional income is based on the assumption that standard deductions are properly applied.
• Unlimited access to our team of experts who have enjoyed decades of experience with the Social Security Administration.
• Unlimited access through your CSSCS dashboard to complimentary continuing education credits through our partner, InsuranceStudy.

Additionally, the Platinum Plus Membership includes unlimited access to our proprietary software and report generation tool, the Retirement Asset Optimizer, our powerful software tool specifically designed for the needs of our CSSCS designees. RAO creates capital efficient retirement income strategies by leveraging Social Security, guaranteed income sources and optimizing asset positioning for future needs, delivered in a customizable report. The RAO software acts as a client engagement tool by providing a robust, easy to understand user experience and report, containing solutions that can be seamlessly entered into virtually all retirement planning software.